Financial Services

Financial Services is a solution that addresses the Loan Origination. It can be used on top of existing applications and systems running within Financial Services organizations (Banking, Retail Banking, Leasing)) to provide an end-to-end conversational process, assisting customers and employees with day-to-day operations.

The solution subsequent processes integrate with UiPath to provide you with an extensive range of features:

  • Lead capture (FAQ, qualify website visitors)
  • Customer Digital On-boarding (including KYC and document eSignature)
  • Loan Origination (Loan calculator and Loan Approval web form)
  • My Account / Customer 360
  • Chat and live chat channel automation in Contact Center
  • Increased employee efficiency through Front Office automation.

Using this solution, you will be able to leverage a wide set of benefits throughout the loan origination workflow for various roles involved in the process (leads, customers, front-office, back-office). This solution template provides you with a wide range of Financial Services and Customer Service skills.

Why choosing Financial Services?

  • Streamlines customer digital journeys. The solutionoffers simplified customer digital journeys, enabling leads, prospects and customers to ask for product information and do an online loan simulation.
  • Increases employee efficiency through Front Office automation. Druid understands natural language, knows the conversation context and triggers the appropriate automations. The agent does not have to be aware of the complexity of the underlining processes.
  • Powerful customer support via chat and live chat channel automation in Contact Center. With Financial Services, the Contact Center agents don’t have to stress to find out the right app as Druid understands the conversation context and brings the appropriate UiPath App. Druid includes live chat features, transferring the conversation to the appropriate contact center agent when appropriate. Agents can now provide better customer support by chat and live chat automation in Contact Centers.

Prerequisites

  • Tenant Druid community (open new tenant here) or Druid subscription.
  • You should have a Druid bot. For information on how to create a bot, see Creating Druid Bots.
  • UiPath Orchestrator subscription, Community or Enterprise edition.
  • SQL server connection
  • Email service.