Use Cases

Filtered by Banking close

Case Study: Intent Detection & Business Automation

A leading European financial services company was experiencing a higher volume of incoming customer email than …

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Mortgage Loan Cross-sell

Automation Hero can suggest that bankers attempt to cross-sell mortgages to current customers who show home-buying …

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CRM Data Quality Maintenance

Automation Hero increases the accuracy and reliability of customer data for financial institutions by accurately automating …

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CRM Activity Tracking

Automation Hero automatically logs and updates CRM records for bankers, allowing them to give better serve …

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Scheduling Automation

Automation Hero reduces the back-and-forth it takes to schedule an appointment by drafting a response with …

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Best Next Step

Automation Hero augments bankers’ behaviors to improve conversion rates by providing next best step recommendations based …

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