Provide customers with account balance, portfolio status, transaction details, statements etc.
Facilitate the 24-7 dialogue with your clients allowing the chatbot to take on the administrative task of client management and access to their portfolio and advisory research and assets
Assist users with filling KYC forms and check the status of their applications
Enterprise Bot Manager © 2020 Filament Consultancy Group. Registered in England and Wales - Company Number 10180537. © 2020 Filament Consultancy Group Canada Limited. Registered in Ontario, Corporation Number 1995332.