Customer Case - Pachira information technology (Beijing) Co., Ltd.

AI+Fund

Focus on providing overall solutions from customer service, marketing, risk control to intelligent operation for customers in finance, insurance, banks, securities firms, and funds.

Location：HomeSolutionsSmart Financial SolutionsAI+FundCustomer Case

Industry Pain Points

行业痛点

Complex business processes

Switching between different systems, data collection, disassembly and integration, insufficient process automation;

The precise needs of users cannot be obtained

Lack of user recognition or trust, lack of rich investment and education products;

Integration of online and offline channels

Customer service labor costs are getting higher and higher, and customers are no longer satisfied with the same service demands

Low risk control ability

Unable to real-time quality monitoring customer service technology, whether compliance process

Solution Products

行业痛点

Quality inspection analysis
Smart Customer Service
Smart robot
Smart training

Solution Description

The intelligent quality inspection and analysis system performs quality inspection and data analysis on massive call recordings to find contradictions in customer complaints and shortcomings in external services, dig out customer concerns and marketing hotspots, and provide data support for enterprises to improve service quality

Application scenarios

The incoming and outgoing calls are fully converted, and violations are detected through the quality inspection model to ensure service quality. At the same time, the use of the system's own analysis tools, customer service analysis, customer complaints detailed analysis, to improve the quality of service to provide decision-making basis. Applying to telemarketing, manual customer service, and voice call return.

Solution Description

According to the daily business process and communication, combined with the natural language processing technology (NLP) for customer intention to match the communication and business process real-time screen, the agent only need to pay attention to the system screen to display the communication content, at the same time for the pop-up process of business guidance, can correctly complete business services.

Application scenarios

Multi-channel customer service, text customer service, intelligent seat assistant

Solution Description

Intelligent robot, the use of intelligent human-computer interaction technology, let the machine to replace the manual to complete the process standard, unified voice in and out of the work, the release of human processing difficult, high output value of work, improve the work efficiency of personnel, save enterprise costs.

Application scenarios

Old customers return visit, new customers business response, satisfaction survey, work order return visit

Solution Description

By recording specific analysis to the problem, in a timely manner quickly understand position service, develop improvement measures, using the training model of directional service short board, the synthesis, identification, NLP AI techniques such as simulation real users and business personnel real-time dialogue, reducing business consulting, to handle such scenarios, and evaluation is given as a result, help business personnel quickly master the business knowledge.

Application scenarios

Train new customer service staff and upgrade their skills

Advantage

行业痛点

Core technology Advantages

The independent research and development of ASR, NLP, TTS and other underlying AI technologies, reliable technical support, to achieve digital and intelligent financial industry.

Deepen the field of Finance and insurances

With more than 100,000 model data in the financial field, the recognition rate is more accurate, and the product depth of insurance business lines.

Support local deployment

Support local deployment, make data more secure and reliable, create value, and build quality products and services.

Stable and reliable service support

Pre-sale, in-sale and after-sale technical support for all channels in the call center, easily responding to hundreds of millions of users.

Rich access methods

Support WebAPI, Android, iOS, Linux, Java SDK and other access modes, as well as home-made system access, for customers to quickly access voice services to meet different requirements.

Whole industry chain cooperation

Master AI core technology, has carried out strategic cooperation with many industry service providers, can provide comprehensive intelligent upgrade and customization needs.

Customer Case

行业痛点