Conversational financial coaching can transform banks into better trusted advisors

“If a customer wants to set money aside for an important project, this solution can first look at the financial situation, possibly determine an amount that can be saved monthly based on the spending pattern (balance forecast), detect some saving opportunities by analysis recurring expenses (contract management) and propose some partners’ offers to reduce the final price (merchant couponing). At the heart of such customer journey: AI, financial analysis, and payment will be core services while chat- and voicebots will highly simplify the recurring interactions with end-users.”

https://www.bobsguide.com/guide/news/2020/Jun/18/conversational-financial-coaching-can-transform-banks-into-better-trusted-advisors/

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