CX automation for financial services

Instant service with the utility that customers expect

Premier customers:
Principal & Chase Banks

It’s time to make
things personal

Exceptional customer journeys

Consumer Banking: Sample use cases: account servicing, payments, current rates, transfers, find a branch, ATM locations, credit card applications, wealth management, balances, open an account, increase limits, application status, rewards points, search transactions, activate a new card, branch hours, fees and repayment, credit limit increase, status of checks, COVID-19 queries, payment waivers
Mortgages & Lending: Sample use cases: mortgage processing, loans, balances, open an account, pre-approval, password reset, offers, application status, account servicing, payments, rates, refinance, issuing collections
Sample use case automation
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Pypestream is honored to be selected to the Capgemini Financial NewTech 2020 Watchlist
for our role in reshaping the financial services landscape

Financial services flows

conversation designs

Accelerate your time to value by leveraging Pypestream’s library of pre-built conversation designs for financial services use cases. Our “conversationalized” content, flow architecture, and embedded UX features make for the very best customer journeys, from funds transfers to mortgage applications to payments.

AI training data
for financial services

Does your company lack historical conversation logs for AI training? No problem. Pypestream brings extensive experience in the financial services industry. Work with us to tap into a wide array of utterance data sets for the most common intents.

Pre-built intents serve as a great starting point; you can further increase each intent’s accuracy by adding more utterances based on actual production data.

user intents financial services
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financial services:

Watch it in action