Retail Banking
Welcome to the Future of Retail Banking Customer Service
Introducing the Quant Retail Bank Customer Service Agent—a cutting-edge, AI-powered solution designed to revolutionize customer experiences. Equipped with advanced capabilities and unmatched functionality, our Quant Agent ensures seamless, efficient, and personalized service across all customer touchpoints.
Vertical in numbers:
- Americans Banked
- 95.4%
- Prefer Digital Banking
- 80%
- Retirement assets
- $37.8T
- US Banking assets
- $23.7T
Key Functions & Capabilities:
Account Inquiries
Effortlessly provide customers with accurate and up-to-date account information
- Real-time account balances.
- Recent transaction history with detailed breakdowns.
- Account details such as numbers, routing codes, and statements.
Funds Management
Simplify how customers manage their money
- Perform internal and external funds transfers.
- Facilitate domestic and international wire transfers.
- Set up recurring payments or bill payment schedules.
- Assist with cross-currency transfers and foreign exchange rates.
Card Services
Enhance card-related customer interactions with
- Activation and replacement of debit/credit cards.
- Fraud reporting and blocking of stolen cards.
- Adjustments to spending or withdrawal limits.
- Issuance of virtual cards for secure online transactions.
Loan Services
Streamline loan management for customers
- Guide them through loan applications for personal, auto, or mortgage loans.
- Provide loan balances, payment schedules, and status updates.
- Offer support for refinancing or loan deferment requests.
Customer Authentication
Ensure secure interactions with advanced authentication capabilities
- Multi-step identity verification using OTPs, security questions, and biometrics.
- Password reset and troubleshooting for online banking credentials.
- Escalation paths for failed authentication attempts.
Customer Account Maintenance
Empower customers to manage their accounts effortlessly
- Update personal information like addresses, emails, or phone numbers.
- Add or modify account beneficiaries.
- Assist with account upgrades, downgrades, or closures.
Technical Assistance
Offer robust technical support for digital banking
- Resolve login issues and navigate online banking platforms.
- Troubleshoot mobile app errors and compatibility issues.
- Help integrate digital wallets like Apple Pay or Google Pay.
Fraud and Disputes
Protect customers and resolve disputes effectively
- Notify customers of suspicious transactions and fraud alerts.
- Assist with chargebacks and unauthorized transaction investigations.
- Guide identity theft victims in securing their accounts.
Product Information and Advisory
Educate and inform customers about banking products
- Provide detailed comparisons of account types, loans, and cards.
- Inform about promotions, special offers, and fee structures.
- Suggest tailored financial solutions based on customer profiles.
Complaints and Escalation
Ensure customer concerns are addressed promptly
- Log and track customer complaints with transparency.
- Provide resolution updates or escalate unresolved issues to specialists.
Regulatory and Compliance Support
Maintain strict compliance and assist with regulatory tasks
- Facilitate KYC verification and compliance checks.
- Provide tax-related documents like 1099 forms or interest certificates.
- Freeze accounts upon legal or suspicious activity requests.
Personalized Financial Advisory
Empower customers to achieve their financial goals.
- Budgeting and savings goal setup tools.
- Guidance for investment account management.
- Tailored recommendations for better financial health.
Quant offerings include:
Intelligent Digital Employee
A versatile AI-powered agent that handles customer interactions with a deep understanding of industry-specific nuances, providing efficient and personalized service.
Contact Center as a Service
A comprehensive, cloud-based contact center solution that leverages AI to manage customer interactions seamlessly across multiple channels, improving both response times and customer satisfaction.
Decision AI Expert
A powerful AI tool designed to assist in complex decision-making processes by analyzing vast amounts of data and providing actionable insights, helping organizations to make informed, strategic decisions.
Supercharge your operations
Transform Your Retail Banking Experience Today
Elevate your customer service capabilities with the Quant Retail Bank Customer Service Agent. Contact us to schedule a demo and see how our solution can drive efficiency, improve satisfaction, and revolutionize your banking operations.
24/7 Availability
Never miss a customer query, no matter the time zoneOmnichannel Support
Seamlessly assist guests through phone, email, chat, or mobile apps.Scalability
Handle an unlimited volume of customer interactions simultaneously. Personalization
Leverage customer data for tailored, context-aware service. Security
Adherence to industry-standard security protocols for safe banking experiences.Insight-Driven Decisions
Leverage AI-powered analytics to tailor services and offerings.