Financial Services
Effortless AI-powered experiences that your customers can bank on.
The Virtual Agent Financial Services Customers Like to use.
From setting up foreign travel notifications to completing a loan application, Financial Services providers looking to automate complex live agent transactions turn to SmartAction. Our AI-powered Virtual Agents are trusted to deliver the industry’s highest self-service rates and customer experience scores.
Proven use cases delivered off the shelf.
Intelligent Front Door
Greet customers, understand intent, and route accordingly.
Digital Banking
Assist customers with completing loan applications, setting up foreign travel notifications, transferring balances, and more.
Payments & Collections
Help customers settle their bill and negotiate arrangements through inbound and proactive solutions.
Account Management
Allow customers to update profile information, reset passwords, and more.
Purchasing Power improved their Net Promoter Score by 17%
Brightree drives $1.88M in Patient Collections
More Revenue, Less Problems. Virtual Agents for Collection Agencies & Creditors.
Want to hear more? Schedule a demo with us!
Jennifer Leon
Vice President, Brightree Patient Collections
