Streamline Your Financial Services with a Secure CX platform
Shift your calls to digital channels and automate over 50% of your financial services while offering 24/7 support. Launch AI agents to resolve repetitive inquiries securely, instantly boosting customer satisfaction and cost savings.
60%+
Inquiries automated
35%
Reduction in call center costs
91%
Average CSAT
x2
Agent efficiency
Request a Demo
66%
Financial inquiries automated
6x
Increase in resolution rates
20%
Reduction in call center costs
500+
Work hours saved monthly
Top Financial Automation Use Cases
Schedule Appointments
Easily allow customers to schedule an appointment with your bank seeing the available times and locations.
Loans & Mortgages
Qualify customers for loans and mortgages – including a Digital Signature and access to a Financial Consultant.
Deposits & Transactions
Enable customers to make financial transactions on digital channels – in a seamless, secure and self-service process.
Lead Qualification
Boost conversions with the automation of lead generation and qualification. Smart routing sends qualified leads to live agents.
Order Credit Cards & Checks
Allow customers to securely place orders across messaging channels, ensuring access to their finances when they need.
Automated Notifactions
Send personalized messages and alerts to keep customers informed about their account, expirations, meetings and more.
Lead Qualification
Boost conversions and revenue by efficiently capturing and qualifying leads 24/7. Route only qualified leads to your live agents, and close deals on the spot.
Deposits & Transactions
Enable customers to make transactions or deposits on digital channels – in a seamless, secure and convenient process.
Order Credit Cards & Cheques
Enable customers to place orders effortlessly on messaging channels, ensuring access to their finances.
Automated Notifactions
Send personalized messages to keep your customers informed about their account, credit card expiration, meetings etc.
Claims Filing & Tracking
Streamline claims, providing real-time status updates and keeping customers informed throughout the process.
Policy Renewals & Upgrades
Boost customer lifetime value through personalized insurance plans, auto-renewals and coverage expansion. A full self-service experience on messaging channels.
Recognized by Industry Leaders in Insurance & Finance
“CommBox enabled us to automate 57% of insurance requests on WhatsApp, enhancing satisfaction and operational efficiency. 60% of digital customer interactions are now managed in one interface.”
VP of Customer Experience at Clal Insurance
Enterprise-Grade Security & Compliance
Our solution is tailored for financial services and used by industry leaders – so we take security very seriously:
