Open Account on Chatbot

The traditional concept of onboarding via complicated paperwork and human intervention is no longer relevant in today's smart, digital world. Several banks today are making use of digital onboarding technology such as this chatbot to make the onboarding process more smooth and hassle-free. This digital onboarding strategy provides a lucrative opportunity for banks - they can reduce costs, improve customer experiences and generate plenty of leads. Moreover, it is designed to run leads through an OTP verification process to ensure they are qualified. The entire onboarding process can be automated by this chatbot and to top it off, it can stay live on your site 24x7. Thus, via the use of this digital channel, customers can initiate the onboarding process any time they please. This efficient and smooth digital experience is bound to make the customer journey through the onboarding process more comfortable than the traditional method. By offering this digital service you can easily improve conversion rates as the chatbot's interactive interface is built to incentivize customer engagement. The banking sector is growing busier and busier and the use of smart digital applications like this chatbot is one simple way to meet the growing demand.

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Features and Benefits :

  • Smart AI-based chatbot that automates the customer onboarding process without requiring human intervention.
  • This smart digital tool asks all the relevant questions that help gather the information required to open a bank account.
  • Facilitates a seamless experience for banking customers as it is both easy to use and provides a lively interface.
  • Comes with a scroller calendar that helps customers pick birth dates with ease.
  • By automating this task you can successfully relieve your onboarding team of this repetitive and manual process so that they can focus on more important matters.
  • Successfully reduces overall onboarding time as machines are faster and less prone to error than humans.
  • Helps you implement a smart customer onboarding strategy that not only improves the onboarding experiences of your customers but also captures essential and qualified leads such as names, phone numbers, email addresses, etc.
  • The digital client onboarding process via this chatbot takes a lot less time and can be taken care of at any time as the chatbot will be live on your site 24x7.
  • The interactive interface has a positive effect on the customer onboarding journey; the chatbot can simulate the form of a human conversation which incentivizes engagement and improves conversion rates.
  • Automating the process will also help to significantly reduce onboarding costs as a single chatbot can handle queries that need to be handled by multiple employees in traditional banks.
  • By streamlining all relevant content via this chatbot platform you can optimize your website and improve your digital identity.
  • Similar Templates in Finance & Banking Industry

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    Tars is rated #1 in the Chatbot Platform Category

    Manager of IT Services

    Manager of IT Services

    Real Estate

    industry

    Real Estate

    category

    IT Services

    capacity

    50M - 250M USD

    The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

    Lindsey Roark Mayes

    Lindsey Roark Mayes

    Ex-Director of SOS IT (State of Indiana)

    Lindsey Roark Mayes
    industry

    Government

    Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

    Marketing Operations Manager

    Marketing Operations Manager

    Healthcare and Biotech

    Marketing Operations Manager
    industry

    Healthcare and Biotech

    category

    Marketing

    capacity

    30B + USD

    The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

    Levi Eastwood

    Levi Eastwood

    Marketing Director, UCI Paul Merage School of Business

    Levi Eastwood
    industry

    Education

    Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

    Product Manager

    Product Manager

    Finance (non-banking)

    Product Manager
    industry

    Finance

    category

    Product Management

    capacity

    50M - 250M USD

    My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

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      “We're saving an average of 4,000+ calls a month.”
      Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
      Lindsey Roark Mayes
      Ex-Director of SOS IT (State of Indiana)
      State of Indiana logo
      Lindsey Roark Mayes from State of Indiana
      “Cutting down on staff needing to email back.”
      Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
      Levi Eastwood
      Marketing Director of UCI Merage School
      UCI Merage School logo
      Levi Eastwood from UCI Merage School
      “Powerful tool - and there's so much more still to explore!”
      I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
      Aaron Rittmaster
      Founder
      Fantastic Memories Travel logo
      Aaron Rittmaster from Fantastic Memories Travel
      “Very responsive and supportive Team”
      I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
      Keisha Cameron
      Product Manager
      Victoria Mutual Group logo
      Keisha Cameron from Victoria Mutual Group
      “Easy for cooperation and open to agreement.”
      One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
      Milica Petrovic
      Customer Care Project Associate
      Happiest Baby logo
      “Great service”
      The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
      Nigel Gosling
      Health Coach
      “Best in class for lead generation”
      TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
      Leonardo Wolff
      Founder
      Eikonikos logo
      “Very professional and cooperative”
      Building an automated chat that our customers actually used and reduced calls amount.
      Maryam Alhaddad
      Customer Journey Designer
      Vodafone logo
      “Flexibility and good service”
      Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
      Lucas Von Lachmann
      Process Manager
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      Lucas Von Lachmann from Inoa
      “I like the product.”
      Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
      Pierre Rattini
      Director of Marketing
      MB Buzz LLC logo
      Pierre Rattini from MB Buzz LLC
      “Deserved The title of the Best Chatbot of the Year”
      If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
      MJ Felix
      Chairman
      Mindset Theory SDN. BHD. logo
      “Advanced integration, easy to use, and very customizable.”
      This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
      Rachel Rowling
      Chief Operating Officer
      Taqtik Health logo
      Rachel Rowling from Taqtik Health
      “We're saving an average of 4,000+ calls a month.”
      Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
      Lindsey Roark Mayes
      Ex-Director of SOS IT (State of Indiana)
      State of Indiana logo
      Lindsey Roark Mayes from State of Indiana
      “Cutting down on staff needing to email back.”
      Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
      Levi Eastwood
      Marketing Director of UCI Merage School
      UCI Merage School logo
      Levi Eastwood from UCI Merage School
      “Powerful tool - and there's so much more still to explore!”
      I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
      Aaron Rittmaster
      Founder
      Fantastic Memories Travel logo
      Aaron Rittmaster from Fantastic Memories Travel
      “Very responsive and supportive Team”
      I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
      Keisha Cameron
      Product Manager
      Victoria Mutual Group logo
      Keisha Cameron from Victoria Mutual Group
      “Easy for cooperation and open to agreement.”
      One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
      Milica Petrovic
      Customer Care Project Associate
      Happiest Baby logo
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