Reliance Securities EKYC Demo Chatbot

The chatbot for the KYC form template is an integrated EKYC solution that can be used in business processes to generate maximum customers by providing relevant financial services. This chatbot collects the customer identities and merges all the business activities in one place thus, reducing the work effort of the financial institutes. Due to the automated system, there is no chance of suspicious activity or financial risk. The chatbot holds an exceptional user interface that allows customers to stick to the platform and enter their details with just a few clicks. Additionally, it ultimately helps financial institutions to save their overall time, cost, and efforts in fetching the details of potential customers.

Features and Benefits :

  • This chatbot is available 24X7 for handling queries of customers.
  • This chatbot can be customized by the financial institutions according to the details they are looking for.
  • Potential customers can now put e-signatures to the form that will be generated by this chatbot.
  • Works in a better and faster manner in the lead generation process as the services have been automated.
  • Helps to reduce human efforts by analyzing each profile of potential customers and providing relevant services.
  • Is a one-stop solution making all the services available in one place.
  • Financial institutions can now display their various services while getting to know the customers easily without much hassle.
  • Potential customers can fill out the form with just a few clicks.
  • The services of the chatbot can be also accessed with a mobile device.
  • Uses a conversational method that creates a personalized experience for the customers interacting on the platform.
  • Huge efforts from the banking institutions are not required to fetch the customer details that is to generate quality leads.
  • Expands the customer base and build trust in the minds of the customers with the help of this chatbot.
  • Similar Templates in finance-banking Industry


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