Financial Services

Effortless AI-powered experiences that your customers can bank on.

Financial Services

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.

Financial Services

Intelligent Front Door

Greet customers, understand intent, and route accordingly.

Financial Services

Digital Banking

Assist customers with completing loan applications, setting up foreign travel notifications, transferring balances, and more.

Financial Services

Payments & Collections

Help customers settle their bill and negotiate arrangements through inbound and proactive solutions.

Financial Services

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

“With our Virtual Agent, we have been able to provide our clients with cost-effective ways to collect patient-pay receivables without the cost of additional headcount.”