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Transform CX for Securities workflows with speed and scalability
Through human-like & out of box omnichannel engagements, Engagely.ai delivers predictive outcomes across the life cycle for all the stakeholders in the securities industry. It allows you to grow your customer base with wide geographical coverage and better trading & investment market reach. The cutting edge No code CX automation platform helps increase revenue, profitability, customer satisfaction and employee productivity while reducing operational costs.
Switch from reactive to preemptive and proactive customer servicing for greater results
80%
Automation of securities service workflows
45%
Increase in users’ engagement
52%
Improved lead conversion rate
30%
Improvement in agent productivity
Engagement AI key to exponential scaling
On-demand securities services through Engagely.ai makes CX seamless
AI Driven DEMAT Account Opening
Improve operational efficiency through onboarding, Demat account opening and KYC processes automation.
Payments / Money transfer
From transfering your equity investments to bank deposits to debt mutual funds, make payment transfer business stress free, simple and seamless.
Automation of Manual, Paper-Based Processing
Automate KYC process faxed trade orders, searching or retrieving documents, tracking payments, responding to requests for account and tax statements.
Up-Sell & Cross Sell
Automate lead gen, cross/upsell operations and portfolio management based on customer’s behavior.
FAQ Automation
Automate routine queries regarding market information, stock equity, portfolio, orders, equities, mutual funds and so on.
Notifications And Updates
Keep your customers updated with information, offers, and promotion through automated notifications across channels.
The enterprise grade AI solutions designed to accelerate end to end customer experience journey
Engagely Automation Cloud
Automate trading and investment workflows to eliminate turnaround time with our intelligent virtual assistant (IVA). Streamline your complete communication channel with Engagely.ai’s AI driven voice, email and chat bot automation. Empowered with advanced NLP, these bots are more than capable of handling complex customer queries.
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Unified Communication Cloud
Engagely.ai’s unified window console empowers agents, supervisors and Agent Assist with a single platform view. The unified view helps resolve all customer issues across channels, multi-messaging apps and devices in real time while the live chat software allows immediate customer support and information regarding market stocks, equity, mutual funds, investments, and much more.
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Customer Analytics Cloud
The intelligent customer analytics cloud lets you deep dive into the customer interactions and analyze their behavior. The smart analytics thereby enhance customer experience with consistent and continuous evaluation about customer needs, preferences, likes and dislikes and provide data driven recommendations.
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Engagely.ai’s AI automation ensures holistic transformation of securities industry
Ready To Use AI Models For Securities
Speedy Deployment With No Code
Drag & Drop Analytics
Open & Extensible Platform
Integration To Any Data Source Through API & DB Connectors
AI automation driven top-notch data Security
Industry Grade Security Against Theft Of PII
24/7 Risk Monitoring
Real-Time User Activity Tracking
Voice Recognition Based Prevention Of Identity Theft
Constant Data Pattern Analysis
Well Integrated into technology ecosystem
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Our success in transforming securities operations
Enhanced Customer Engagement using WhatsApp Bot
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The client is a leading InsurTech platform to purchase life and general insurance products. The client focuses on introducing and delivering value-based, innovative, and competitive solutions for their customers....
Transforming merchant/distribution partners engagement using Conversational AI
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The first payments bank to go live with 410 branches and more than 25,000 banking points on day one....
