RReplace complex banking portals with AI-powered conversational banking solutions that help banks, credit unions, and financial institutions automate customer support, onboarding, transactions, reminders, and service requests across digital touchpoints.
SOLUTIONS /
INDUSTRIES /
BANKING
Conversational AI for Banking and Financial Services
Conversational AI Solutions for Banks, Credit Unions, and Financial Institutions
Deliver Seamless Digital Banking Experiences Across Touchpoints
Retail Banking
Automate every touchpoint in banking, streamline support processes, and convert digital sales through intent-based interactions.
Corporate Banking
Conversational AI ensures to deliver intelligent support across trade finance and corporate lending technicalities seamlessly.
Wealth Banking
Leverage intelligent & hyper-personalized interactions across your highest level of financial advice for accredited investors
Conversational Banking Platform Built for Digital Banking Automation
Build Better Customer Connections & Conversions
Win Your CX War!
Twixor combines conversational AI, NLU, journey automation, and AI-assisted handoff to help financial institutions deliver faster, more personalized, and scalable digital banking experiences.
Support Multilingual Banking Conversations Across Customer Segments
Twixor’s AI banking solutions understand customer intent, detect key entities such as name, city, phone number, account-related inputs, and route users through the right banking journey in their preferred language.
- Automatic Name Entity Recognition
- Understands Language-based Intents
- Automated Language Detection
- Makes the Language Colloquial
With Conversational Banking Solutions Automate Common Queries & Improve Agent Experience
Unleash the potential of an agent-assist bot that delivers omnichannel banking experiences for your customers. Let bot take charge of processes like credit card bills, Redeem rewards, fund transfers, and many more in a single conversation.
- Bot to Agent Handoff
- Payment Reminders
- Service Request Status
- Customer Routing
Automate transactional banking requests and back-office workflows with an AI digital banking platform built for scalable banking operations.
Automate thousands of specific bank request processes and queries that involve troubleshooting with Twixor’s pre-trained Conversational banking AI. Automate core services like loan applications, account balances, tax advisories, and bills. Our NLP-powered Bot can automate processes involving unstructured data with minimal human intervention.
- Automate Billing & Reminders
- Account Opening
- Credit Card or Loan Renewals
- Financial Advisory
Make banking conversations more personalized with rich, actionable messages powered by conversational AI in banking.
Deliver visually-rich and user-friendly banking by creating top-notch response content that encourages each of your customers to buy your banking service/product. Add an intuitive rich card in the interaction flow to display your product and make reap direct marketing.
- Expense Data
- Coupon Codes
- QR Codes
- Cash & Travel Rewards
Virtual Banking Experience Anywhere. Anytime!
Deliver meaningful Banking Experience with Conversational Banking Solutions
Conv-Financial Marketing is The Trendsetter
Turn every inquiry into a potential lead. Run mass promotional campaigns on offerings, welcome notes, product announcements, and more. Trigger interactive campaigns based on users’ behavioral preferences.
- Loan Interest Rate Offers
- Over-draft Facilities
- Premium Rewards
- Omnichannel Marketing
User-friendly Onboarding is Key to Success.
Deliver a frictionless account opening experience to your customers through conversational banking. Replace in-person or physical documentation for finance-related activities with an AI-powered chatbot that makes virtual onboarding more engaging.
- Virtual Account Opening
- Shorter Journey Cycle
- Time-Saving
- Automate Onboarding Process
Facilitate Transactional Experience from All Channels
Users need not have to switch screens anymore,
With AI intelligent-powered chatbot, users can pay a diverse set of bills, such as credit card bills, electricity bills, and more, without having to leave their screens or platforms.
- Pay Credit Card Bills,
- Block Cards
- Invest in Trade on-the-go
- Pay Premiums
Take Control of your Banking Activities with Interactions
Give the freedom of executing banking operations to your customers from their desired channel. Authorize self-operation of their accounts, changes in account preference, other transactional related activities.
- Term Deposit Check
- Loan Eligibility Self-check
- Contact Detail Changes
- Currency Trading Account Opening
Automate Queries & Assist Customers Around-the-clock
With help of an identity database provider, our Virtual Assistance deliver verified data to customers based on their intent and authentication. The VA hand-offs the chat to agent based on complex troubleshooting or users’ preference.
- Check Application Status
- Redeem Rewards & Loyalty Points
- Trading Guidance
- Post-sales Support
Conv-Financial Marketing is The Trendsetter
Turn every inquiry into a potential lead. Run mass promotional campaigns on offerings, welcome notes, product announcements, and more. Trigger interactive campaigns based on users’ behavioral preferences.
- Loan Interest Rate Offers
- Over-draft Facilities
- Premium Rewards
- Omnichannel Marketing
User-friendly Onboarding is Key to Success.
Deliver a frictionless account opening experience to your customers through conversational banking. Replace in-person or physical documentation for finance-related activities with an AI-powered chatbot that makes virtual onboarding more engaging.
- Virtual Account Opening
- Shorter Journey Cycle
- Time-Saving
- Automate Onboarding Process
Facilitate Transactional Experience from All Channels
With AI intelligent-powered chatbot, users can pay a diverse set of bills, such as credit card bills, electricity bills, and more, without having to leave their screens or platforms.
Users need not have to switch screens anymore,
- Pay Credit Card Bills,
- Block Cards
- Invest in Trade on-the-go
- Pay Premiums
Take Control of your Banking Activities with Interactions
Give the freedom of executing banking operations to your customers from their desired channel. Authorize self-operation of their accounts, changes in account preference, other transactional related activities.
- Term Deposit Check
- Loan Eligibility Self-check
- Contact Detail Changes
- Currency Trading Account Opening
Automate Queries & Assist Customers Around-the-clock
With help of an identity database provider, our Virtual Assistance deliver verified data to customers based on their intent and authentication. The VA hand-offs the chat to agent based on complex troubleshooting or users’ preference.
- Check Application Status
- Redeem Rewards & Loyalty Points
- Trading Guidance
- Post-sales Support
All-in-one Platform for Digital Banking Experience
Drive Key Banking Business Values
Augmented CSAT
Increased Conversion Rate
Improved Customer Engagement
Reduce Onboarding Time
Greater ROI
Generate Quality Leads
Reinforce trust by improving CX with Conversational Banking
Ample Resources to Boost Your Way of Banking Experience
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Reduce Operational-cost, Improve Efficiency & Automate Banking
Experience Using Conversational AI
FAQs
Conversational AI for banking helps banks and financial institutions automate customer conversations across channels such as web chat, mobile apps, WhatsApp, SMS, and voice. It can support onboarding, service requests, payment reminders, loan enquiries, customer routing, and agent handoff.
Conversational AI in banking is used to automate high-volume journeys such as account opening support, credit card assistance, loan application guidance, service request tracking, payment reminders, balance-related queries, and customer support routing.
AI banking solutions are digital tools that help banks automate customer engagement, service workflows, onboarding, transactions, reminders, and support operations using artificial intelligence.
A conversational banking platform enables banks to deliver customer service, sales, onboarding, transactional support, and retention journeys through AI-powered conversations across digital channels.
An AI digital banking platform improves customer experience by providing instant responses, personalized journeys, automated service updates, faster routing, and 24/7 support across preferred digital channels.
Yes. Twixor supports banking sales and service journeys by automating loan enquiries, credit card offers, payment reminders, onboarding flows, FAQs, service requests, and bot-to-agent handoff through conversational AI and process automation.
