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Einstein Bots for Financial Services Cloud

Einstein Bots for Financial Services Cloud

Overview

Let your financial services agents focus on complex customer questions, and get the Einstein Bots to handle the easy ones. Our bots lower your support costs and increase your customers’ satisfaction.

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  • Save time and effort when you have your customers talk to our bots to: Report lost cards Register travel plans And much, much more.

Let our bots do the heavy lifting. Einstein Bots handle transactional queries rapidly and with minimal friction so your service agents can focus on your customers’ more complex needs. Report lost cards. Help customers block cards, even if several are registered in the customers’ name. Register customer travel plans. Support for multiple travel plans available. When the Einstein Bots detect registered travel plans when a customer reports a lost card, customers can choose to have the replacement card delivered to their home address or one of their registered travel destinations. Got an idea? Put Einstein Bots up to it! Whatever your use case, if you think chatbots are the way forward, you can use our platform to break through to a solution.

Categories

Business Needs
Agent Productivity
Industries
Financial Services
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Native App
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield

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