Chatbots in banking improve customer service.

Chatbots in banking improve customer service.

Discover the benefits of a responsive customer service through a chatbot dedicated to banks and fintechs.

Response time

Support costs

Commitment of agents

Customer satisfaction

Designed for banking and fintech

ViaSay automates common requests such as balances, payments, lost cards, or financial offers for a smooth customer experience, more efficient teams, and a service available 24/7.

Update personal information

Change the passwords

Check the account balances

Report a lost or stolen card

Personal account management

Discover how chatbots can facilitate the management of customer accounts.

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Check credit limits, interest rates, and minimum payments

Increase the credit limit

View transaction history

Transfer money

Pay bills

Send payment alerts

Offer payment plans

Display the reward points balance

Invoices, payments, and bank cards

Discover how chatbots can manage invoices, payments, and credit card-related requests.

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Check credit limits, interest rates, and minimum payments

Increase the credit limit

View transaction history

Transfer money

Pay bills

Send payment alerts

Offer payment plans

Display the reward points balance

Invoices, payments, and bank cards

Discover how chatbots can manage invoices, payments, and credit card-related requests.

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Transfer to a human agent

Find an agency

Get information about products

Make an appointment

Find the account and routing numbers

Banking services

Discover how bots help simplify banking services support.

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Recommendation of complementary products

Adding items to the cart in progress

Gift card sales

Subscription management

Promotions and special offers

Discover how retail bots drive upselling and cross-selling.

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Invest in self-care

Online banking and mobile applications have multiplied self-service options for customers.
With ViaSay, you go even further: you automate simple requests while giving each customer the impression of having a dedicated advisor.

ViaSay's intelligent bots are available 24/7 to help your customers resolve their issues in real-time.
Connected to your internal tools, they provide fast, personalized service that reduces the volume of requests and improves customer satisfaction.

Invest in self-care

Online banking and mobile applications have multiplied self-service options for customers.
With ViaSay, you go even further: you automate simple requests while giving each customer the impression of having a dedicated advisor.

ViaSay's intelligent bots are available 24/7 to help your customers resolve their issues in real-time.
Connected to your internal tools, they provide fast, personalized service that reduces the volume of requests and improves customer satisfaction.

Invest in self-care

Online banking and mobile applications have multiplied self-service options for customers.
With ViaSay, you go even further: you automate simple requests while giving each customer the impression of having a dedicated advisor.

ViaSay's intelligent bots are available 24/7 to help your customers resolve their issues in real-time.
Connected to your internal tools, they provide fast, personalized service that reduces the volume of requests and improves customer satisfaction.

Provide excellent service, wherever your customers are

Provide a quality customer experience across all channels with a voice or conversational interface.
The ViaSay bots operate on all major messaging and voice platforms.

Our intelligent chatbots can be integrated into your website, mobile app, Facebook Messenger, or WhatsApp, while our conversational IVR transforms your call center by allowing customers to resolve their issues by voice command — quickly, without waiting.

Provide excellent service, wherever your customers are

Provide a quality customer experience across all channels with a voice or conversational interface.
The ViaSay bots operate on all major messaging and voice platforms.

Our intelligent chatbots can be integrated into your website, mobile app, Facebook Messenger, or WhatsApp, while our conversational IVR transforms your call center by allowing customers to resolve their issues by voice command — quickly, without waiting.

Provide excellent service, wherever your customers are

Provide a quality customer experience across all channels with a voice or conversational interface.
The ViaSay bots operate on all major messaging and voice platforms.

Our intelligent chatbots can be integrated into your website, mobile app, Facebook Messenger, or WhatsApp, while our conversational IVR transforms your call center by allowing customers to resolve their issues by voice command — quickly, without waiting.

Create customer-centric processes

Group your tools to provide a smoother customer experience.
The ViaSay platform, easy to use, allows you to easily connect your existing tools — including your proprietary business solutions — to build seamless support processes. Our bots integrate with Zendesk, Salesforce, Zendesk Sunshine, Genesys, Intercom, and many more.
They provide personalized service and redirect requests to the right agents, who can seamlessly take over the conversation.


Create customer-centric processes

Group your tools to provide a smoother customer experience.
The ViaSay platform, easy to use, allows you to easily connect your existing tools — including your proprietary business solutions — to build seamless support processes. Our bots integrate with Zendesk, Salesforce, Zendesk Sunshine, Genesys, Intercom, and many more.
They provide personalized service and redirect requests to the right agents, who can seamlessly take over the conversation.


Create customer-centric processes

Group your tools to provide a smoother customer experience.
The ViaSay platform, easy to use, allows you to easily connect your existing tools — including your proprietary business solutions — to build seamless support processes. Our bots integrate with Zendesk, Salesforce, Zendesk Sunshine, Genesys, Intercom, and many more.
They provide personalized service and redirect requests to the right agents, who can seamlessly take over the conversation.


Reduce response and processing times

Simple problems can be solved automatically by a bot, while complex cases require human intervention.
Virtual assistants ViaSay analyze requests, qualify inquiries, and redirect the most sensitive cases to the appropriate agent.

The bot prequalifies each request and provides the agent with all the necessary information for quick and efficient processing.

By automating repetitive tasks and directing complex cases to your teams, you accelerate support, improve the personalization of exchanges, and strengthen agent engagement.
Result: less turnover, productivity gains, and tangible savings.

Reduce response and processing times

Simple problems can be solved automatically by a bot, while complex cases require human intervention.
Virtual assistants ViaSay analyze requests, qualify inquiries, and redirect the most sensitive cases to the appropriate agent.

The bot prequalifies each request and provides the agent with all the necessary information for quick and efficient processing.

By automating repetitive tasks and directing complex cases to your teams, you accelerate support, improve the personalization of exchanges, and strengthen agent engagement.
Result: less turnover, productivity gains, and tangible savings.

Reduce response and processing times

Simple problems can be solved automatically by a bot, while complex cases require human intervention.
Virtual assistants ViaSay analyze requests, qualify inquiries, and redirect the most sensitive cases to the appropriate agent.

The bot prequalifies each request and provides the agent with all the necessary information for quick and efficient processing.

By automating repetitive tasks and directing complex cases to your teams, you accelerate support, improve the personalization of exchanges, and strengthen agent engagement.
Result: less turnover, productivity gains, and tangible savings.

Welcome to the conversational bank

Ready to enter the era of automated e-commerce?

Frequently Asked Questions

01.

How do I report a claim online?

The ViaSay conversational agent guides the policyholder step-by-step through reporting their claim, at any time and in over 100 languages. It responds using the insurer's verified sources (coverage, documents to provide, procedures) thanks to RAG technology, which limits errors and fabricated answers.

Connected to the information system via API, it can go further than a simple answer: open or retrieve a file, indicate missing documents, or access the status of a pending request. All this information remains for informational purposes only.

As soon as a situation is sensitive or falls outside the scope of the contract, the agent transfers the conversation to a human advisor, who remains the only one able to decide on the precise terms of the claim.

02.

Where is my refund?

By connecting to the insurer's information system, the ViaSay agent retrieves the status of a reimbursement in real time from the policyholder's file and provides them with a clear answer, 24/7 and in more than 100 languages.

It relies solely on controlled sources and information system (IS) data, without extrapolating: the amount, date, or status provided are for information purposes only, based on the information available in the file.

If a question concerns a management decision or a contract term, the agent escalates it to a human advisor who takes over.

03.

Can you buy insurance online?

The ViaSay agent assists the prospect beforehand: it presents guarantees, answers frequently asked questions, and directs them to the right offer, based on the insurer's verified content. This streamlines the customer journey and reduces drop-offs before sign-up.

This information is provided for informational purposes only. The subscription itself and any regulated advice are the responsibility of the insurer: the agent will therefore redirect you to an advisor or to the official contractual process to finalize your enrollment.

04.

How to manage peak claims?

During peak periods (severe weather, mass events, campaigns), the ViaSay agent absorbs the increase in requests without extending delays: it autonomously handles more than 50% of level 1 requests, 24/7 and in over 100 languages.

This deflection frees up agents to handle complex cases. Requests requiring human expertise are automatically escalated to the right contact, complete with the conversation history.

05.

Is an insurance chatbot GDPR compliant?

Yes, compliance is built-in by design. Customer data and the knowledge base are hosted in France, AI models are used via Azure OpenAI in the EU region, and your data is never used to train public models.

ViaSay is a GDPR by design platform and is part of the ViaDialog group, a French publisher, which guarantees a European contact and legal framework for a sector as sensitive as insurance.

Regarding the AI Act, a customer support chatbot falls under the "limited risk" level: the main obligation is transparency, meaning clearly informing the user that they are interacting with artificial intelligence.

06.

Do you need developers to install an insurance chatbot?

No. ViaSay is a no-code platform: onboarding is done by entering your website's URL or by adding a PDF, and the agent is operational in just a few clicks thanks to the Flow Builder.

Advanced workflows (connection to the information system, sector-specific insurance business scenarios) are built without development. The ViaSay teams support the implementation and configuration to move quickly and successfully.