Stop customers from getting lost in navigation and guide them to the right answers for accounts, loans, and payments instantly.
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Understands banking language and delivers actionable answers across every financial domain.
Enables intelligent, finance-aware search across web, app, portals, and knowledge bases.
One source of truth for customer and internal answers. Auto-sync with policies, product updates, and CMS.
Provides insights on intent, identifies content gaps, and measures the effect on conversions and engagement.
Ensures enterprise governance with role-based access, audit logs, and secure integrations.
Deliver instant answers on balances, payments, fees, and eligibility while guiding customers through tasks like opening accounts or scheduling payments.
Equip agents with AI-powered guidance that boosts first-contact resolution, reduces handling time, and reinforces onboarding and knowledge retention.
Embed search and AI assistant in apps and portals to provide natural language guidance, predictive suggestions, and faster task completion.
Offer personalized advice and product suggestions based on customer profiles and behavior, increasing engagement and adoption of key services.
Retail Bank: High support calls for routine queries (fees, payments, balance issues) solved with ConversionBox AI Answers & Search.
Digital-First Fintech: Users abandoned onboarding because fee information was hard to find; solved with AI-powered search and intent-aware answers
Enterprise Banking Support: Long agent handling times and inconsistent answers across teams solved by embedding ConversionBox Assistant in internal tools.
Feeds core data, including account status, transaction data, product catalogs, and regulatory rules.
Answers and search work across policy docs, support articles, FAQs, and transactional metadata.