AI phone assistants & chatbots for finance – ONLIM Finance

Automate inquiries related to customer service, banking, insurance and financial services – accessible across all relevant channels. For banks, insurance providers and financial service companies.

Up to 70% fewer routine inquiries in finance services

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The biggest challenges in the finance sector

Rising service expectations, high inquiry volumes and increasingly complex processes create major challenges for banks, insurance providers and financial service companies. At the same time, expectations regarding availability, efficiency and consistent information continue to grow.

High inquiry volume

Overloaded service & support teams

Inconsistent service quality

Limited scalability

Complex products & processes

Rising customer expectations

Especially when it comes to recurring inquiries about opening hours, products, contract-related questions, claims, appointments or general service requests, there is enormous potential to automate requests and provide faster, more consistent answers.

These inquiries are handled automatically by ONLIM Finance

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Product information

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Opening hours & locations

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Appointment scheduling

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Contract & service inquiries

Claims reporting

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Account & service requests

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Documents & forms

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Frequent customer inquiries

These inquiries make up a large share of daily customer communication in the finance sector – and can be fully automated to provide information faster, more consistently and at any time.

ONLIM Finance is specifically designed to efficiently automate communication for banks, insurance providers and financial service companies – regardless of team size or inquiry volume.

AUTOMATED financial COMMUNICATION ACROSS ALL CHANNELS

Automate any channel with ONLIM Finance

Expand your service and communication processes with intelligent automation – including access to your existing knowledge, fast information delivery and automated support across all relevant channels.

Bots

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Integrated directly into your website as a chatbot or voicebot – for automated answers to frequent customer inquiries.

Email

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Automate recurring email inquiries and reduce the workload of your service and support teams in day-to-day operations.

Messenger

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Messenger channels make it possible to provide information quickly, easily and with low barriers to access.

Trusted by leading companies in the finance sector

Custom integrations

Our conversational AI solutions integrate seamlessly into CRM systems, core banking systems, service platforms and databases – enabling precise data capture and smooth processes.

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Try our demo chatbot for financial services

  

Ready for your own AI solution?
Schedule a non-binding conversation with our Key Account Manager Ronja Winter and discuss the next steps.

Illustration of a knowledge platform: A central figure interacts with symbols such as an open book, a question mark, a lightbulb, and other knowledge-related icons. The vector graphic represents access to information and learning in a digital context.

LEARN MORE ABOUT THE TECHNOLOGY

Automate internal and external communication with the Onlim Conversational AI platform. Via various channels – chatbot, email, voice and messenger services. Support your employees, improve your business processes and manage all your data in one centralised platform.

  • LLM integration
  • Omnichannel
  • Knowledge Graphs #RAG

Ready to modernise your customer services?

Request a demo now with no obligation.