Marid

Banking virtual agent

A virtual agent for corporate banking: answer questions, retrieve transaction information and start service workflows.

General enquiries

Answer questions from a banking knowledge base, such as the requirements for issuing a letter of credit.

Route a request through the Worx Integration Service to retrieve information from the core banking system, such as the status of a guarantee request.

Create a service case, start a workflow through the Microsoft Dynamics Worx Unified Platform, send notifications and collect a satisfaction survey.

The presented scenario is an identified corporate customer using an e-trade channel. Ask for a demonstration using your banking workflows.