1. The chatbot asks the customer to choose one of the services offered by the company from a given list: Merchant acquiring, Payment and business solutions, Issuance processing, and switching solutions.
2. It explains each service in detail.
3. It collects their name, phone number, email address, and state to stay in contact with prospects.
4. It can improve the lead conversion rate, taking some burden off of the sales team.
5. It can help the agents push a potential customer down the sales funnel.
6. It can provide automated lead generation services to financial agencies.
7. It can quicken the customer onboarding process.
8. It can help merchant services providers provide real time customer service.