Conversational journeys to offer decisive and secure transactions in the banking sector

With a conversational banking strategy, you can revolutionize the digital experience and provide secure and encrypted solutions 24/7 in the messaging channels preferred by your users.

56% of bank users expect to have on-demand customer service, at any time and on any platform.

Conversational banking is focused on the user, with instant personalized solutions.

Secure transactions

Security is the starting point for any bank to guarantee confidence. Keep the data and accounts of your clients always protected thanks to:

Two Factor Authentication

A second layer of security with One Time Password, user identification through webview and authentication through soft tokens.

Biometric Identification

Connection to third-party biometric technologies to identify your customer's identity before proceeding with transactional inquiries.

End-to-end encryption

Service encrypted with a strong algorithm, asymmetric (RSA) or symmetric (AES).

One strategy, infinite possibilities

From home banking to conversational banking. Connect Aivo Suite to your banking platform and amplify your conversational journeys. Answer transactional and personalized queries to each customer who has previously confirmed their identity:

Automated Conversational Journeys for Retail / Ecommerce

Card upgrades

Amplify the bank portfolio of your clients by simplifying the management of upgrades and product acquisition.

Automated Conversational Journeys for Fintechs and Banking

Fraud detection

Send alerts of suspicious movements and allow your customers to cancel purchases automatically.

Automated Conversational Journeys for Education and Universities

Notify the available balance

Provide your customers with the possibility of knowing their available balance in a single interaction.

Automated Conversational Journeys for Telecom

Account and card activations

Verify the identity of your customers so that they start using their cards in just a few seconds.

Automated Conversational Journeys for Healthcare

Notification of travel abroad

Your clients will be able to notify about trips or resolve any type of query from abroad from their messaging app.

Automated Conversational Journeys - Utilities

See latest moves

Offer instant information on the latest bank movements of each available account.

Create conversational tours for your financial institution

With Aivo Suite, allow your clients to carry out all types of financial management in a conversational, automated and secure way. Design simple or complex routes that solve instantly and streamline processes.

WhatsApp Banking:
automate inquiries and transactions in your customers' preferred channel

Connection between platforms quickly, without interference and without the need to hire extra teams
Control over all aspects of the account from our platform (quality, message limit, templates, and more)
High privacy and security standards

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Evolution comes from data

Information about your customer interactions is gold for your operational reports. With Aivo Suite's advanced analytics tool, measure conversation rates, identify content that hurts the experience, and get practical ways to exceed your customers' expectations day in and day out.

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Security is non-negotiable

We’re ISO 27001 and ISO 9000-certified. We also have TLSv1.2 encryption for data transmission, AES 256 encryption for the database, and a disaster recovery plan to protect your company from any threat.

Also, Aivo meets the main privacy standards, such as GDPR and LGPD, to ensure the highest levels of information management.

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Leading banks are creating automated conversational journeys with Aivo

Read more stories

“The virtual assistant was an initiative to comprehensively improve the contact experience with customers, providing 24/7 access to information. The idea was to offer a quick and effective way for users browsing our website to get in touch, enabling self-management with the goal of improving their experience with the bank and optimizing our service channels.”

Christian Petruzzi
Customer Service Manager

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“The virtual assistant is integrated to the bank’s systems: it gives current balance, account transactions, card activation for international use, etc. Avi24 is the center of an ecosystem and works together with different platforms to bridge customer service among all of them.”

Kyra Arcia Marcano
Innovation and Marketing Manager

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“Many customers use Sofía, our conversational platform, on a daily basis to access personalized information, thus avoiding other face-to-face customer service channels. Moreover, they also choose Sofía over online banking because of the speed and effectiveness of the responses.”

Fabián Mealla
Digital Channels Manager

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“El asistente virtual fue una iniciativa para mejorar de forma integral la experiencia de contacto con el cliente, facilitando el acceso a la información las 24/7.. La idea era ofrecer al usuario que está navegando en nuestro sitio web una vía de contacto ágil y rápida, posibilitando la autogestión con el objetivo de mejorar su experiencia con el banco y optimizar nuestros canales de atención.”

Christian Petruzzi
Responsable del área de Atención al Cliente

Lee el caso completo

“El asistente virtual está integrado en los sistemas del banco: da el saldo actual, los movimientos de la cuenta, la activación de la tarjeta para su uso internacional, etc. Avi24 es el centro de un ecosistema y trabaja conjuntamente con diferentes plataformas para tender un puente de atención al cliente entre todas ellas.”

Kyra Arcia Marcano
Directora de Innovación y Marketing

Lee el caso completo

"La plataforma fue implementada para ofrecer una atención personalizada, lo que nos permite ofrecer un mejor servicio al cliente, y optimizar tanto el tiempo como el trabajo del cliente y de nuestra fuerza de ventas. En ambos casos, el ahorro de tiempo, la eficiencia en el acceso a la información y la claridad en la presentación de la misma permitirán destinar más recursos a procesos de mayor valor”

Fabián Mealla
Gerente de Banca Digital

Lee el caso completo

“O cliente tá conseguindo auto atendimento, não só com dúvidas, mas também com uma integração de negociação importante que incluímos assim que implantamos a solução da Aivo.”

Patrícia Marques
Head de Operações

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“A experiência foi excelente, a implementação rápida e simples, como também a maneira com que nos familiarizamos com o uso da ferramenta”

Kyra Arcia Marcano
Directora de Innovación y Marketing

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"A plataforma foi implementada para prestar um atendimento personalizado que permita prestar um serviço melhor ao cliente, assim como otimizar o tempo e o trabalho tanto do cliente quanto da equipe comercial. Nos dois casos, a economia de tempo, a eficiência no acesso à informação e a clareza na sua exposição permitirão destinar mais recursos a processos com maior valor agregado”

Equipa da CEMEX

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