AI Routing Assistant for Banking

Automate your customer service 24/7, shorten application processes, and increase your operational efficiency with Palmate AI.

Redefine the Customer Experience in the Banking Sector

The banking sector faces thousands of customer requests every day. Repetitive questions about loan applications, account information, and product inquiries consume a significant portion of your customer service department's time. This situation increases operational costs and extends customer waiting times. Palmate's AI chatbot solution for banking is designed to overcome these challenges.

Automate Processes with AI-Powered Routing

Palmate is much more than just an ordinary chatbot. Thanks to its advanced artificial intelligence technology, it understands your customers' intent, provides them with the right information instantly, and most importantly, flawlessly routes them to the correct application process or department. It informs a customer who wants to apply for a loan about the necessary documents, collects preliminary information, and directs them to the application form.

Why Choose Palmate's AI Chatbot for Banking?

Palmate is a strategic partner in your bank's digital transformation journey. Maximize customer satisfaction and stay one step ahead of the competition with the advantages we offer.

24/7 Uninterrupted and Instant Customer Service

Your customers get instant answers to their questions, even outside of business hours. Palmate AI works 24/7, lightening the load on your customer service representatives and filtering out non-urgent requests. This allows your team to focus on more complex and valuable customer issues.

High Efficiency in Application and Sales Processes

Our AI Routing Assistant greets potential customers on your website or mobile app, informs them about your products, and guides them through the necessary application steps. This proactive approach increases application completion rates and accelerates new customer acquisition.

Our Difference from Competitors: Process-Oriented Intelligent Automation

Many chatbots on the market are limited to basic question-and-answer functions. Palmate, however, offers a structure that deeply understands banking processes and automates them.

Artificial Intelligence Fluent in Banking Terminology

Palmate has a language model specifically trained for the banking industry. This allows it to understand the difference between a 'personal loan interest rate' and a 'mortgage application,' providing the user with the most accurate information and guidance.

Easy Integration and Management

It integrates seamlessly with your existing CRM and banking infrastructure. Thanks to its no-code, user-friendly interface, you can update dialogue flows and campaigns in minutes.

Frequently Asked Questions

Find the most frequently asked questions and answers about AI Routing Assistant for Banking here.

How do banks manage customer requests with an AI chatbot?
Palmate AI enables banks to manage customer requests by automating them 24/7. Our AI Routing Assistant provides instant information about products and application processes like loans and account opening. It collects necessary preliminary data from the customer, verifies its accuracy, and directs the customer to the most appropriate and fastest process. This both increases customer satisfaction and ensures operational efficiency.
Can we integrate the Palmate AI chatbot with our existing banking systems?
Yes, the Palmate AI platform is designed to integrate easily with your existing CRM, core banking software, and other systems via APIs. This allows you to provide personalized, real-time information to your customers.
How long does the chatbot setup take, and does it require technical knowledge?
Palmate's setup process is very fast. Thanks to our industry-specific templates and no-code platform, you can launch your chatbot within weeks without needing a technical team. You can easily update dialogue flows through the management panel.
How is customer data security ensured?
Customer data security is our top priority. Palmate is fully compliant with international data protection standards like GDPR. All data is encrypted and stored on secure servers, and it operates in accordance with your bank's security protocols.
What is the main difference between Palmate and other chatbot solutions?
Palmate is not just a question-answering machine; it is an 'AI Routing Assistant' specifically developed for banking processes. It stands out from competitors with its ability to manage application processes from start to finish, route customers to the correct department or personnel, and its deep integration capabilities. Our goal is not only to reduce costs but also to improve your sales and customer acquisition processes.