Enterprise Bank

The Challenge

One of the largest banks in the United States made the strategic decision to use a virtual agent for the loans, banking, and credit cards sections of their website. Their goal was to create a great customer experience on authenticated pages. They began their search for a virtual agent solution to meet specific criteria, such as:

  • Natural Language Processing (NLP) to ensure that the virtual agent was able to interpret complex questions asked by users
  • Ability to operate in English and Spanish
  • Integration with back-end systems that contained customer profile data in order to create a personalised experience
  • A system the bank could manage and maintain a workflow to support a complex content approval flow
  • A solution that could be run in web, mobile and tablet environments using responsive design
  • Technology the bank could host, in order to meet the stringent security regulations of their industry
  • A solution that was scalable enough to work in one of the world’s largest banks
  • Operability on a WebSphere, Linux, SQL Server stack across multiple servers and locations
  • ROI within a year


To find out more about our solution and the results, download the full Enterprise Bank Customer Success Story.


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