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.

Learn More


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


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


Activity Tracking

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

Learn More


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.

Learn More


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.

Learn More


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 …

Learn More


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.

Learn More


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


CRM Data Quality Maintenance

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

Learn More