Botboarding is a chatbot platform we created for customer onboarding. On the platform personalized chatbots can be created for any kind of banking product. The AI powered chatbots communicate in a human-like way and help financial institutions in customer data gathering and user profiling therefore make new customer onboarding more effective and successful. The new customers can even open their account because the chatbot assists them to download a secure app to make the user identification as well. The chatbots’ performance can be followed in a dashboard system where real time analytics can be seen and instant advisory take-over can be done.
The whole process works in integration with the financial institutions’ CRM system.
A unique software solution
on the market for
Customer acquisition rates can be better by chatbots than by forms.
AFFLUENT BANKING DIVISIONS
Mass affluent clients can be reached easier because of the mobile first approach.
INVESTMENT SERVICE PROVIDERS
The onboarding process including account opening can be done on smartphone.
With the usage of a chatbot, financial institutions can differentiate themselves.
- A Facebook Messenger based chatbot, no need for installation
- Overview about the current processes and the chatbot
- The individual user journey can be A/B tested with different bot personalities.
- Real time chatbot performance analytics
- Intelligent recommendations on how to make the bot better
- Natural Language Processing (NLP) and Machine Learning (ML) capability
- Data gathering form conversion rates can be tripled
- Easy integration with CRM systems
- Seamless human conversation take over
- Can be optimized efficiently
- Chatbot assistance for downloading a secure app for finalizing the account opening
- Customer identification via a video call in the app
We have some exciting screens for you
How to integrate?
Dorsum’s Botboarding is working on the most widely used messenger platform, 2 billion people use Facebook Messenger. It is already installed in the potential client’s phones. The whole workflow can be easily managed by a dashboard where live interactions can be seen and instant takeover can be done. The prospects automatically get integrated into the CRM system.
Why we think that this
product is the best for you?
Why choose dorsum
OUR CORE COMPETENCIES
20 years of experience
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff
of 250 for delivering integrated investments IT solutions.
Experienced project team
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
Continuous product innovation
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
Long term support and partnership
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.
Would you like to learn more?
Just simply write us a message and we will be in contact with you soon!
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