Products and branch information
Features, documents required and branch details, from the information you approve.
Banks and insurance
AI Voice and WhatsApp Agent for Banks and Insurance
Financial institutions field a steady stream of routine questions about products, branches, documents and service status. Orahz handles these for you in the customer's language and passes anything sensitive or regulated to your staff.
The problem
Where banks and insurers lose enquiries
- High volumes of routine product and branch questions
- Customers who prefer to speak in their own language
- Service-status queries that tie up the helpline
- Sensitive calls that need a trained person, mixed in with routine ones
What Orahz does
The agent handles the routine work
Status look-ups
Where connected to your systems, the agent can check the status of a request and tell the customer where it stands.
Appointment requests
Customers can ask for a branch or relationship-manager call-back, and the request is saved for your team.
Safe hand-over
Anything sensitive, a complaint or a request for a person goes to your staff with a short summary.
Real questions
What customers ask, and the agent answers
- What documents do I need to open an account?
- Where is the nearest branch?
- What is the status of my application?
- Can a relationship manager call me back?
Answers come from your own catalogue and notes, in the customer's language. If the agent does not know, it says your team will confirm and still saves the enquiry.
The agent is instructed never to ask for OTPs, PINs, passwords or card numbers. It does not give financial or investment advice, and it hands over regulated or sensitive requests to your staff. Tell us your regulatory requirements in the demo.
Questions
Banks and insurance: common questions
Does the agent collect passwords, OTPs or card details?
No. It is instructed never to ask for them, and callers are told to use your official channels for anything sensitive.
Can it give financial or investment advice?
No. It answers factual questions from the information you provide and hands over anything that needs advice or authorisation.
See it answer for your banks and insurers
Request a demo and we will set up a test agent with your own products, prices and language.
Request a demo