Einstein Bots for Financial Services Cloud logo

Einstein Bots for Financial Services Cloud

By Salesforce LabsAgent Productivity

Rating
3.7
Reviews
3
Pricing
Free
Listed since
2018

About Einstein Bots for Financial Services Cloud

Einstein Bots for Financial Services Cloud

Let our bots do the heavy lifting. Einstein Bots handle transactional queries rapidly and with minimal friction so your service agents can focus on your customers’ more complex needs. Report lost cards. Help customers block cards, even if several are registered in the customers’ name. Register customer travel plans. Support for multiple travel plans available. When the Einstein Bots detect registered travel plans when a customer reports a lost card, customers can choose to have the replacement card delivered to their home address or one of their registered travel destinations. Got an idea? Put Einstein Bots up to it! Whatever your use case, if you think chatbots are the way forward, you can use our platform to break through to a solution.

Highlights

  • Save time and effort when you have your customers talk to our bots to: Report lost cards Register travel plans And much, much more.

Screenshots

Einstein Bots for Financial Services Cloud screenshot 1

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Pricing

Free.

Compatibility

Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on September 28, 2018
Industries
  • Financial Services
Languages
  • English

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