A chatbot in banking that breaks the stereotypes

Automate your service processes and assist customers after 5 pm.
Credit Card Application Chat, a Bot Helping a Customer Find Their Chequing Account Balance, and an ATM
Automate up to
of requests
Ready to help in
Responds in
Integrates with
business platforms

Offer 24/7 support around the globe

When it comes to customer service, banks have room to improve their reputation. With Mindsay, you can flip those expectations on their heads by offering responsive customer service processes that make each customer feel like they have their own personal banker.

The impact of chatbots

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Response Time
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Agent Engagement
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Support costs

Mindsay’s intelligent assistants are there around-the-clock to help your customers solve their routine issues. Our process automation platform connects your tools to provide better, faster service that improves satisfaction, reduces response times, and helps you save money.

A Bot Helping a Customer Pay Their Credit Card Bill

Route the right requests

Not all requests are born equal. Mindsay’s customer service process automation platform uses virtual assistants to prequalify and route complex issues. That means the customers with the most urgent problems get to talk to a human faster while agents get the information they need to quickly solve the issue.

With bots handling the routine questions and routing the complicated ones, support teams can offer faster, more personalized support. With agents dealing with more interesting complex issues, turnover will fall along with the hiring and training costs.

A Bot Suggesting a Credit Increase to a Banking Customer
A Person Withdrawing Money from an ATM

Made for financial services

Our bots are designed for the banking industry’s use cases. Mindsay bots are ready to help with bank account balances, credit card payments, lost cards, and promoting financial products. With Mindsay resolving and managing requests, your banking customers get better service while your agents are more involved and satisfied with their jobs.

Our banking bots are ready to
route and resolve requests about:

Personal Account Management

Learn how bots can help with account management.

  • Update personal information
  • Change passwords
  • Check account balances
  • Report lost or stolen cards
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Bills, Payments, & Credit Cards

See how chatbots can help manage bills, payments, and credit card requests.

  • See credit limits, interest rates, & minimum payments
  • Increase credit limit
  • See transaction history
  • Transfer money
  • Pay bills
  • Send payment alerts
  • Offer payment plans
  • Show reward point balance
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Banking Services

Explore how bots help streamline banking service support.

  • Agent hand-off
  • Find a branch
  • Check branch hours
  • Get product information
  • Book an appointment
  • Find account & routing numbers
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Promos & Special Offers

Discover how bots can help you sell financial products.

  • Promoted products
  • Apply for credit cards
  • Reward program information
  • Switching banks
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Connect your support tools

Bring your tools together and create better processes. Mindsay’s customer service automation platform lets you connect your tools, even your proprietary business platforms. Mindsay integrates with your business system to let you create seamless support processes.

Our platform integrates with Zendesk, Salesforce, Intercom, Freshdesk, and Genesys, allowing our bots to route requests to agents before letting them smoothly enter the conversation.

Mindsay Integrations Listings
Zendesk LogoIntercom LogoSalesforce LogoGenesys LogoiAdvize Logo

Provide great service everywhere

Offer excellent customer service anywhere that has a conversational interface. Our solution works on all the major voice and messaging platforms. Our bots can be added to your website, mobile app, social media, Facebook Messenger, WhatsApp, WeChat, Google Home, and more.

Communication Platforms Including Facebook Messenger, WhatsApp, Google Assistant, WeChat, Android, iOS and Alexa

Welcome to conversational banking

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