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BankGenie

Upselling with Smart Banking Solutions

Publisher

HCL Software

Industry Type

Financial Services

Product Details

This agent provides hyper-personalized product suggestions and humanlike virtual customer care conversations in real time, using Generative AI on Google Cloud. It integrates with Looker for analytical dashboards. In the BFSI industry, customers often deal with static websites and complex forms when working with loans, credit cards, and banking products, and this agent replaces that with conversation.

It is built for customers in the BFSI industry. The agent helps them explore and manage their finances more easily and assists with tasks like loan applications, credit card applications, balance checks, payments, and issue resolution. The expected impact is better customer interaction and more opportunities to suggest relevant banking products.

Key Use Cases

Conversational Loan Application and Origination

Retail banking customers complete credit card and mortgage applications through an intuitive conversational agent built on Google Cloud and Looker.

24/7 Contextual Customer Care and Banking Self-Service

Financial institutions deflect contact center volume by automating real-time account balances, bill payments, and targeted product upselling.

Explore detailed deployment path

Requires Gemini. Access integration prerequisites, specialized agent configuration guides, and implementation documentation.