customer journey stage - engagement customer journey stage - engagement
  • juniper_award
  • dorsum best of show awarded at finovate 2017
  • dorsum awarded with wealth briefing award 2017

Botboarding is a chatbot platform on which personalized onboarding chatbots can be created for any kind of service or product. The AI powered chatbots communicate in a human-like way and help financial institutions with customer data gathering and user profiling therefore making new customer onboarding more effective and successful. Users can even open accounts online assisted by the chatbot, by chatting in secure environments. The chatbots’ performance can be followed on a dashboard where real time analytics can be seen and instant advisory take-over can be done. Every process can be integrated with the financial institutions’ CRM system as well.

A UNIQUE SOFTWARE SOLUTION ON THE MARKET FOR

ALL KINDS OF BANKS
private_bankings
Customer conversion and data gathering is higher when using chatbots instead of basic webforms.
AFFLUENT BANKING DIVISIONS
dollar icon
Mass affluent clients can be reached easier because of the mobile based approach.
INVESTMENT SERVICE PROVIDERS
money icon
The whole onboarding process, including user identification for account opening, can be done on a smartphone.
ASSET MANAGERS
advisor
With the usage of a chatbot, financial institutions can differentiate themselves.

MAIN ADVANTAGES

  • Out-of-the-box solution, ready to be used
  • Fully featured, cloud-based administration capabilities
  • The omni-channel (social messaging channels + website) approach means no need for installation
  • Clear overview of all chatbot workflows
  • Can be optimized efficiently
  • The workflow can be A/B tested with variations (such as different bot personalities)
  • Real time chatbot performance analytics
  • Easy translation tools for multi-language (or multi-regional) implementation
  • Intelligent recommendations on how to make the bot better
  • Natural Language Processing (NLP) and Machine Learning (ML) capability
  • Data gathering conversion rates can be tripled
  • Easy integration with CRM systems
  • Seamless human take-over of any chat flow
  • Chatbot assistance for downloading a secure app for video identification

We have some exciting screens for you

HOW TO INTEGRATE?

Dorsum’s Botboarding works on many messenger platforms (including Facebook Messenger, used by 2 billion people) already installed in these potential client’s phones. The whole workflow can be easily managed on a dashboard where live interactions can be seen and instant takeover can be done. The qualified lead opportunities automatically get integrated into any CRM system.

https://www.dorsum.eu/wp-content/uploads/2018/09/botboarding-integration.png

WHY WE THINK THAT THIS PRODUCT IS THE BEST FOR YOU?

OUR LATEST KNOWLEDGE SHARING POSTS

WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

chart
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 300 for delivering integrated investments IT solutions.
head with gear
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.
light bulb
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.
shaking hands
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!

  • This field is for validation purposes and should be left unchanged.