/ ADA Customer Experience Assistant / Banking and Finance Sector
Personal Assistant – ADA –

BANKING AND FINANCE SECTOR

Sector Banca y Finanzas

In the Banking and Finance Sector, our powerful Personal Assistant -ADA- is designed to help users perform access to their banking and financial statements, transactions, and services, in an easy, agile and secure way. The preceding is through a communication scheme known as Natural Language, which basically incorporates a verbal or written conversation between the user and the assistant that speeds up the performance of tasks and processes efficiently.

Likewise, with the implementation of ADA, the long queues and waiting times to which users are exposed in an agency are eliminated since the assistant is available to them 7 days a week, 24 hours a day, all 365 days of the year.

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“ADA Applications
HAVE NO LIMITS

We present ADA, your personalized financial assistant who helps you carry out banking tasks and operations at any time and place, without requiring you to visit a physical agency but using the assistance at your hand.

The scope of ADA in its implementation for Banking and Finance is pervasive and extensible; some of the main procedures, transactions, and queries that can be implemented with the wizard are listed below:

Available Modules

Our customer service assistant -ADA- has a series of modules that can be integrated into your back-office systems in a modular, comprehensive, and secure way, these being:

Módulos disponibles

ADA Applications

Below are some functional applications that can be implemented with ADA for the Banking and Finance sector.

1. Service

points

Automatic search and location of service points (agencies) allowing actions such as establishing an arrival route, telephone contact, and consultation of particular characteristics of the service point.

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2. Credit

placement

It allows requesting and managing the authorization of credit in just 3 minutes, the client quickly selects the amount and term required, reads and signs the contract, and that’s it; his credit is granted quickly and safely.

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3. Transfers

Make your own transfers, to third parties and between banks (ACH), in a totally different and dynamic way, with a minimum of required data, and in a wholly agile and secure manner.

Do you want to know more?

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4. Online account

openings

Give customers the ability to open a new account entirely online in just a few minutes. The process works for new and existing clients and uses identity validation mechanisms based on biometric technology, providing the certainty of the transaction by fully identifying the acquirer.

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5. Consultation of

financial products

It allows potential clients to consult your entity’s financial services and products, providing all the information on your products in a graphic and summarized way.

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6. Remittance

collection

The remittance component allows users to collect their remittances easily, quickly, and securely.

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7. Consultation of

financial products

It offers customers a friendly and intuitive interface that allows them to consult the balances of their financial products.

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8. Customer

EXPERIENCE

It allows dealing with customer tickets in an orderly and efficient manner through creating cases and automated follow-up processes.

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9. Promotions

and offers

It provides an easy and friendly interface so customers can consult promotions and offers. Our engine allows customers to consult promotions close to their location or a symbolic place of interest.

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10. Services

pay

It facilitates the payment of services such as water, electricity, telephone, and any other service through integration processes with third parties that ensure the efficiency and security of the process.

Do you want to know more?

Contact us
11. Payment of 

financial products

ADA offers users the possibility of making service payments from the comfort of a mobile device in an easy, fast and secure way. The list of services that can be integrated into the ADA has no limits, and some of them can be: water, electricity, telephone, schools, and more.

Do you want to know more?

Let’s talk
1. Service

points

Automatic search and location of service points (agencies) allowing actions such as establishing an arrival route, telephone contact, and consultation of particular characteristics of the service point.

Do you want to know more?

Contact us
2. Credit

placement

It allows requesting and managing the authorization of credit in just 3 minutes, the client quickly selects the amount and term required, reads and signs the contract, and that’s it; his credit is granted quickly and safely.

Do you want to know more?

Let’s talk

3. Transfers

Make your own transfers, to third parties and between banks (ACH), in a totally different and dynamic way, with a minimum of required data, and in a wholly agile and secure manner.

Do you want to know more?

Request a Demo
4. Online account

openings

Give customers the ability to open a new account entirely online in just a few minutes. The process works for new and existing clients and uses identity validation mechanisms based on biometric technology, providing the certainty of the transaction by fully identifying the acquirer.

Do you want to know more?

Contact us
5. Consultation of

financial products

It allows potential clients to consult your entity’s financial services and products, providing all the information on your products in a graphic and summarized way.

Do you want to know more?

Contact us
6. Remittance

collection

The remittance component allows users to collect their remittances easily, quickly, and securely.

Do you want to know more?

Request a Demo
7. Consultation of

financial products

It offers customers a friendly and intuitive interface that allows them to consult the balances of their financial products.

Do you want to know more?

Let’s talk
8. Customer

EXPERIENCE

It allows dealing with customer tickets in an orderly and efficient manner through creating cases and automated follow-up processes.

Do you want to know more?

Connect with us
9. Promotions

and offers

It provides an easy and friendly interface so customers can consult promotions and offers. Our engine allows customers to consult promotions close to their location or a symbolic place of interest.

Do you want to know more?

Request a Demo
10. Services

pay

It facilitates the payment of services such as water, electricity, telephone, and any other service through integration processes with third parties that ensure the efficiency and security of the process.

Do you want to know more?

Contact us
11. Payment of 

financial products

ADA offers users the possibility of making service payments from the comfort of a mobile device in an easy, fast and secure way. The list of services that can be integrated into the ADA has no limits, and some of them can be: water, electricity, telephone, schools, and more.

Do you want to know more?

Let’s talk
Operador

How can we help you?

If you have questions or need consultancy services, do not hesitate to contact us.

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