Use Cases Filtered by Banking

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Invoice Processing

For an employee within the financial department of any business, invoice processing can be a laborious …

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Lost or Stolen Credit Card Request

Call centers are flooded with hundreds, if not thousands of calls each day. The average call …

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Scheduling Automation

Automation Hero reduces the back-and-forth it takes to confirm an appointment by drafting an email response …

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Activity Tracking

Automation Hero automatically logs and updates CRM records for sales representatives, which increases team productivity and …

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Best Next Step

Automation Hero augments sales rep’s behaviors to improve conversion rates by giving next best steps recommendations …

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Automate Common Customer Requests

Automation Hero’s natural language processors can understand the intent of a human message and automate proper …

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Document Generation

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) …

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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 businesses by automating CRM and …

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