Improve the Financial Experience

73% of US bank clients trust that their bank knows what financial products and services best meet their personal needs.

Digitalization and changing customer behavior in the banking sector put pressure on banks to improve the user-experience across channels.

With the SMARTASSISTANT Digital Advice Suite you can create digital solutions such as credit card finders, debit card finders and loan advisors to create a more accessible, personable, and trustworthy service experiences.

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Guided Selling

Needs-Based Navigation and Decision-Making

69% of consumers get confused and abandon navigating banks' product and service portfolios, which results in poor conversion rates. With SMARTASSISTANT digital advisors, you can make it easier for users to identify and decide on the best product or service based upon each consumer's needs and financial goals. Reduce complexity, ensure consistency in the sales communication, accelerate sales time, and increase average conversion rates of online leads.

Expert Advice

Provide reassurance and decision confidence

Banking customers seek validation and reassurance. SMARTASSISTANT digital advisors allow you to integrate advice, guidance, and education to increase decision confidence and help consumers make financial decisions. This way, you can ensure that customers get what they need, driving up satisfaction rates and bringing down switch rates.

Self-Support

Share knowledge and expertise 24/7

Modern clients don't just want to be sold to, they want to be educated by experts. With the SMARTASSISTANT Self-Support capabilities, you can provide customers with helpful and relevant content in a dynamic, interactive way. Step up as trusted expert, be proactive in a consumer's buying journey, and grow with the consumer to foster loyalty.

Digital Experience

Enhance digital channels

Banking consumers expect user-friendly digital channels and solutions that are easy-to-use, interactive, and allow them to seamlessly switch among channels. With SMARTASSISTANT, you can improve the omnichannel banking experience as the customer moves between touchpints and channels. Be it at home, on mobile, or in the branch on kiosks or touchscreens.

Personalization

Offer timely advice

34% of banking customers say they wish their bank better anticipated their financial needs and offered them more timely advice. SMARTASSISTANT allows you to engage potential customers and find out about their needs to tailor messages, offerings and deliver the most personalized, relevant and timely advice possible.

Assisted Sales

Streamline the sales process

Integrating SMARTASSISTANT digital advisors into the online journey helps you to generate qualified leads and enables branch representatives to be more productive. Upon completion of the online advisor, the prospect's profile and needs can be made available to the banker to continue the advising process and facilitate a more informed sales communication.
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SMARTASSISTANT Omnichannel
From your store, to your website, to your app. SMARTASSISTANT digital advisors are used in online websites, mobile sites, brick-and-mortar stores, and call centers.
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How our technology helps you to do more, better, in less time
See why leading businesses rely on SMARTASSISTANT's Digital Advice Suite to create a need-oriented, customer-focused experience.
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Are you Freemium?
You think that SMARTASSISTANT is too sophisticated for your business? With Zuvoo Freemium, we offer a community solution for small businesses.
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Get Inspired

Selected use cases and examples. See and try more digital advisors in varied domains here
banking guidedselling
Assisted Sales

With SMARTASSISTANT digital advisors on tablets, you can help bankers share relevant and consistent advice with your customers.

Solutions
advicebot chatbot
AdviceBots

Transform your digital advisors into conversational applications to solve problems quickly and help people make better decisions in the environments they're used to.

Read more
smartassistant technology
SMARTASSISTANT Technology

Go from idea to advisor in Minutes SMARTASSISTANT Platorm gives you a powerful, easy-to-use, off-the-shelf solution to build digital advisor from scratch

Explore the technology

Recommended for you

Find more resources here

E-Book
What is the Paradox of Choice and Why Guided Selling matters?
Infographic
Do You Know the 4 Shopper Types Coming to You?
Video
What is SMARTASSISTANT Guided Selling? Meet Max - Future Rockstar.
Video
Building Digital Advisors with SMARTASSISTANT in a Few Steps
Guide
Digital Advice for Banking and Finance
Report
Digital Meets Advice 12/2016

See how other companies win

Browse through live examples or read case studies.
Discover how your industry peers use the SMARTASSISTANT Digital Advice Suite to create personalized experiences.


Examples and Case studies

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