Banking Use Cases

Translate Hand-written 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 …

Learn More

usecase-translate_hand-written-text-into-processable-data

Document Classification

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

Learn More

usecase-classify-documents

Invoice Processing

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

Learn More

usecase-intent-detection-business-automation

Lost or Stolen Credit Card Request

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 …

Learn More

usecase-lost-or-stolen-credit-card-request

Scheduling Automation

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.

Learn More

usecase-scheduling-automation

Activity Tracking

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

Learn More

usecase-activity-tracking

Best Next Step

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 …

Learn More

usecase-best-next-step

Automating 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.

Learn More

usecase-automate-common-customer-requests

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 …

Learn More

usecase-document-generation

Real-time Customer Data

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

Learn More

usecase-customer-intelligence-rep-briefings

Intelligent Email Routing

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

Learn More

usecase-intent-detection-business-automation

Mortgage Loan Cross-sell

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

Learn More

usecase-mortgage-loan-cross-sell

CRM Data Quality Maintenance

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

Learn More

usecase-crm-data-quality-maintenance