Banking Use Cases

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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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 …

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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.

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Activity Tracking

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

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Best Next Step

Automation Hero augments sales rep’s behaviors to improve conversion rates by giving next best steps recommendations based on past steps that led to success.

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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 next steps based on the determined intent.

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Document Generation

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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Case Study: Intent Detection & Business Automation

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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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.

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CRM Data Quality Maintenance

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

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