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Virtual Private Banker

Virtual Private Banker

Our GenAI Private Banker enables customers to analyze their transaction and securities history in depth and instantly access up-to-date product information. Leveraging the bank’s scoring logic and comprehensive knowledge of product conditions, it delivers personalized financial analyses, tailored plans, and rapid product scoring – all within minutes. Seamlessly integrable with your mobile app and website for effortless customer access.

Higher

share of wallet percustomer

Majority

of customer inquiries handled without human interaction

Increased

up-sell rates through innovative AI-driven NBO recommendations! 

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