Workshop: How to Leverage Chatbots to Transform Customer Experience, in Payday Advance, Mortgage Loans, and Other Financial Services

Dive into the crucial aspects of privacy and security for financial firms in our workshop. Learn how to leverage chatbots to transform customer experience in Payday Advance, mortgage loans, and other financial services. Our product team will demonstrate the necessary design considerations, highlighting specific use cases in Payday Advance and mortgage loan chatbots.

In this webinar, we’ll cover:

• Secure credential handling and automatic encryption
• Seamless workflows for payday advance requests via chat or SMS
• Preventing advances over eligible limits with AI safeguards
• Secure credential handling and automatic encryption
• Optimized two-way SMS conversations with privacy shields
• Integrated AI “co-pilot” to assist users in real-time

Meet the Panelists:

• Jacob Molina, Product Manager at Botco.ai
• Vijoy Dhawan, Customer Success at Botco.ai