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This frees human agents from mundane work while reducing the operational overhead.
Their ease of use and automation capabilities havent gone unnoticed.
These tools were reviewed and picked based on their price, performance, features, and ease of use.
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But thats not all.
it’s possible for you to configure it to do more as required, thanks to Devexas no-code builder.
It lets you tweak the chatbot with inbuilt trading-specific workflows.
Devexa supports users text and voice-based messages and responds while keeping context.
Even users can share their screens for visual assistance.
The tool lets admins broadcast important announcements, updates, and trading signals to their users.
Teams can also gather detailed user activity history for feedback and analysis.
you might also use its management API to configure workflows and integrate your preferred tools.
Developers can also integrate even more channels with Devexas conversational API.
It comes with pre-configured banking templates and a no-code, drag-and-drop builder for professionals to create custom conversational flows.
IBM Watsonx uses natural language processing (NLP) to understand day-to-day language.
IBM developed Watsonx with built-in data protection and privacy policies, including encryption at rest and in transit.
As a business owner, you could also configure Watsonx to store and share data selectively.
It allows you to choose physical data isolation in single-tenant data storage.
Admins can also provide granular access to AI assistants and track activity for better teamwork.
you could keep adding resources, as and when required, and also train the AI for specific queries.
ChatBot analytics lets you check all chats, monitor activity heatmap, and measure overall engagement.
You will also have a dedicated profile for each user and segment for further analysis and targeting.
Its interesting to note that ChatBot isnt a white-label solution and is entirely independent.
ChatBot integrates readily with LiveChat, HelpDesk, Facebook Messenger, Shopify, Slack, Zapier, and WordPress.
you’re able to also connect ChatBot with external services via webhooks.
Lyro allows you to take over the conversation whenever needed.
This makes it better than the chatbots which dont because conservations with AI can go offroad really quick.
Lyro is based on Anthorpics Claude, an LLM I personally like for its accuracy and creativity.
The best part about Lyro is you dont need to switch customer service platforms.
Tidio is built over AWS, benefitting from industry-leading data security protocols.
Everything is encrypted in transit and at rest, including the backups.
Note that these prices are valid for the lowest number of monthly conversations (50).
After selecting the LLM, you might ingest additional knowledge sources, such as websites and documents.
It comes with a visual building interface to build conversations and configure action items.
You also have a built-in simulator to test conversation flows.
Botpress is collaboration-friendly with role-based access control and supports versioning.
So, you could invite your teammates to build chatbots faster and revert to previous versions if required.
I liked that Botpress has provisions to let admins see what their bot is doing in real-time.
Botpress AI agents also feature AI caching to store responses to repetitive queries to minimize AI spending.
Admins can also monitor customers feelings about their brand with native sentiment analysis capabilities.
On top of this, the tool has excellent support for communication platforms and business applications.
For finance, Tars has Financial Concierge AI and Financial Advisor AI.
It easily integrates with existing banking systems and CRMs.
Concierge AI analyzes customer concerns, which a business can use to optimize interactions to reduce churn.
It also refers to human support via live chat when the query exceeds its scope.
It sends customized offers on WhatsApp to cross-sell relevant financial products.
Youll have to drop a line to the sales department to get a tailored price.
ProProfs Chat
Simple Customer Support Automation
ProProfs Chat lets you automate conversations and allows human takeover.
The chat interface also suggests possible concerns upfront and offers personalized help.
you’ve got the option to visually build custom chatbots without writing a single line of code.
It allows adding interactions with branching logic via a drag-and-drop interface and testing it before pushing the bot live.
Admins can track a customer journey, make announcements, set personalized greetings, and track user behavior.
The reporting section presents insights regarding chats, customer satisfaction, and more.
It allows businesses to scale their messaging and boost conversions via hyper-personalization.
Interakt has event-based triggers that tailor AI responses to match customer profiles.
Youll have actionable analytics, including open/read rates, CTR, etc., for future campaign optimizations.
Interakt lets you send automated cart abandonment notifications with personalized offers to get things going.
However, Haptik isnt limited to WhatsApp.
It lets your business connect with customers on Instagram and Facebook to ride on the conversational commerce wave.
Haptik has 100+ pre-built conversation flows and extensive support for 130+ languages.
Ultimate
Extensive AI Automation
Ultimate is a generative AI-based platform for support automation.
It works across many industries; however, I will focus on its use in the finance domain.
It automates user authentication, and allows customers to report stolen/lost cards and file a claim against frauds.
Ultimate has a visual dialogue builder to create custom conversation flows.
Ultimate has pre-built integrations for Zendesk, Sunshine Conversations, Freshworks, Salesforce, Dixa, and Intercom.
Moreover, it’s possible for you to integrate Ultimate with other apps using their API.
This ensures a tailored consumer experience compared to the solutions catering to a broad list of industries.
Kasistos AI (KAI) also saves time with employee onboarding and reduces unnecessary calls for greater throughput.
Customers can leverage KAI across websites, apps, email, and phone.
KAI seamlessly hands off to your employees when needed and gets back in action after the live call.
What Are Finance Chatbots?
Finance chatbots are generative AI-based solutions that provide elementary banking support without including human agents.
These bots understand organic conversational language and respond in kind.
Additionally, they can automatically hand off calls to human agents, sensing advanced queries or upon user request.
Employee Assistance
AI cannot entirely replace human intervention.
However, a business can boost its employees productivity with AI.
Such tools empower live agents to provide up-to-date information to customers and improve overall support quality.
Whats Next?
My primary purpose in creating this list was to give business owners a head start in AI agent implementation.
I would suggest trying out the free services and conducting a pilot run to witness the impact.
However, everyone should know AI isnt without its caveats.
For one, AI bots can provide inaccurate information to end users without showing any hesitation or doubt.
Thats why I suggest training AI from scratch with case-related data.
Even so, human oversight is needed in the initial stages, if not throughout.
While AI cant replace finance professionals, those using automation will ultimately outperform the ones who dont.
