Banking Use Cases

Translate handwritten text into structured data

Handwritten notes, requests, receipts and statements (just to name a few) are all untapped resources that are costing businesses. Reviewing this type of unstructured …

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Scan and classify documents faster

In many business scenarios, an essential daily task is scanning, classifying and extracting key information from printed and digital documents.

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Automate invoice processing

For an employee within the financial department of any business, invoice processing can be a laborious and time-consuming process.

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Automate lost or stolen credit card requests

Call centers are flooded with hundreds, if not thousands of calls each day. The average call center agent will take between 40 and 50 calls …

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Schedule meetings automatically

Automation Hero reduces the back-and-forth it takes to confirm an appointment by drafting an email response and creating a calendar event for that meeting.

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Track activity

Automation Hero automatically logs and updates CRM records for sales reps/brokers, which increases team productivity and revenue.

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Improve conversion rates

Automation Hero augments the behavior of sales reps/brokers to improve conversion rates by giving next best steps recommendations based on past steps that led …

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Automate common service requests

Automation Hero’s natural language processors can understand the intent of a human message and automate proper next steps based on the determined intent.

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Turn PDFs into processable data

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) and unstructured sources (emails, Word documents) to create …

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See customer insights in real time

Automation Hero can provide a sales rep/broker with valuable information and recommendations based on the needs of the customer.

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Detect intent in emails

A leading European financial services company was experiencing a higher volume of incoming customer email than they were equipped to handle.

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Cross-sell mortgage loans

Automation Hero can suggest that bankers attempt to cross-sell mortgages to current customers who show home-buying behavior to cut customer acquisition costs.

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Maintain data quality in a CRM

Automation Hero increases the accuracy and reliability of customer data for businesses by automating CRM and database updates.

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