Automate document requests and filing, validate suggested answers, pull in experts inside the conversation, and document transactions in one click, so advisors spend time on the client, not admin.

Advisors spend enormous amounts of time asking clients for documents and information, filing that documentation in the right place in the IT system, writing call reports, and updating the CRM. That work drains energy and dampens enthusiasm to engage with clients.

With the Conversational Framework, advisors can focus again on where real value lies: tending to client needs, developing the relationship, and intensifying collaboration.

Requests for information and documentation can be automated or at least prepared, and follow-up can run automatically or with a single click through integration with the CRM and the archiving or document management system. Documenting a transaction becomes a one-click task.

Support can also be handled more efficiently, with suggested answers validated by the advisor, or by drawing on assistants and experts from within the bank by adding them to the conversation.

Entire segments of conversations can be selected and injected into in-house tools: archiving, CRM, or kicking off processes in a business process management platform.

Conversations (texts, documents, and recorded/transcribed calls) can be attached to the client file in the bank's CRM and/or automatically archived.

The advisor works in a web interface that can stand alone, but is most often integrated into the CRM or dashboard.