AI VIRTUAL AGENT
The self-service experience banking customers love
Give customers 24/7 access to intelligent, automated conversations that feel human.
Quick deployment with Generative AI
Launch the Virtual Agent in record time with AI-powered automation that adapts to your business needs.
Leverage existing knowledge
Train the AI using your FAQs, knowledge base, and websites. Get a virtual assistant that truly knows you.
Define your brand voice
Set the bot’s tone and personality to align with your brand identity for a customer experience that feels authentic.
Flexible AI models
Get a bank chatbot that’s tailored to you. Use Unblu’s MS Azure OpenAI-powered bot or integrate your own LLM.
Smarter, controlled conversations
Go beyond simple responses – guide customers with tailored interactions.
Smart conversation flows
Resolve complex inquiries with structured, interactive guidance. Provide an experience that banking customers love.
Lead qualification and engagement
Got enticing product recommendations? Capture and engage prospects by identifying intent and routing them appropriately.
Custom message types and layouts
Use different formats, such as cards and interactive options, to give bank customers AI responses in the most effective way.
Automation through integration
Seamlessly connect AI with your banking ecosystem to enhance self service.
CRM and banking platform integration
Automate workflows by pulling customer data and processing requests instantly. Smooth banking services for customer satisfaction.
Secure authentication
Put the security of consumers first. Leverage your existing banking authentication system to ensure secure, verified interactions.
AI Virtual Agent across all interactions
Deliver intelligent, always-available support across multiple channels.
24/7 human-like assistance
Ensure customers receive instant responses that feel like human interactions.
Cross-channel availability
Deploy the AI Virtual Agent on Unblu Chat, WhatsApp, and SMS for a unified experience. It’s an AI-powered chatbot that works with you.
Seamless escalation to human agents
When needed, smoothly transfer conversations to an advisor, who will have full context of the interaction for enhanced customer engagement.
Frequently asked questions
How does an AI Virtual Agent ensure a human-like interaction?
Unblu's AI Virtual Agent uses generative AI to understand intent, tone, and context – adapting responses to mirror natural conversation. Financial institutions can continuously train and refine it using approved materials, ensuring accuracy and empathy. Combined with Unblu's secure omnichannel design and seamless human handover, interactions remain personal, compliant, and authentically human.
What are the key features of Unblu's AI Virtual Agent?
The standout features of Unblu's AI Virtual Agent include best-in-class security, cross-channel availability, human-like responses, easy access to human support, and a wide range of integrations with top financial service providers. Key capabilities include dual engine architecture (intent-based + generative AI), seamless escalation to human support, full compliance and auditability, integration with banking ecosystems, multilingual and omnichannel support, and centralized knowledge management.
How do AI Virtual Agents handle complex customer inquiries?
Unblu's AI Virtual Agent combines Generative AI with intent-based logic to interpret nuanced requests. It uses the organization's verified knowledge sources to deliver precise answers and knows when to escalate to a live advisor via Live Chat, Video, or Secure Messenger. This ensures complex cases receive expert attention without losing conversational context or compliance oversight.
How can AI Virtual Agents improve customer engagement in banks?
By offering immediate, natural responses across channels, Unblu's AI Virtual Agents create frictionless self-service experiences that feel personal and secure. They help customers resolve issues instantly, maintain 24/7 availability, and transition seamlessly to a human advisor when needed. This continuity of service increases satisfaction, retention, and conversion.
What security measures are in place for AI Virtual Agents in banking?
Unblu's AI Virtual Agent is part of the overall Unblu Digital Client Interaction Platform, which places security at its core. The platform meets the highest international security standards, including ISO 27001:2022 and SOC 2 Type 2, and undergoes regular testing. All interactions between advisors/agents and clients/customers are securely stored and easily accessible according to regulatory requirements.
What are the benefits of AI chatbots in banking?
AI chatbots can be used in both a client/customer-facing and advisor/agent-facing role. The bot has access to the financial service organization's LLM, knowledge base, or website, which means it can source relevant information quickly. As a Bot Sidekick, it assists advisors with instant, compliant information retrieval within Live Chat or Secure Messenger, resulting in faster resolution and a more personalized digital experience.
How does generative AI assist in deploying virtual agents?
Generative AI enables Unblu's Virtual Agents to go beyond scripted automation. Drawing on institution-approved content such as product pages, FAQs, and internal knowledge bases, it can generate accurate, context-aware responses. This reduces deployment time, simplifies training, and allows financial institutions to scale conversational experiences while ensuring every interaction remains compliant and brand-consistent.
