convertational AI chatbot for banking

Banking & Finance

We are a multinational intelligent automation company, focusing on digital transformation of enterprises with unique voice enabled virtual assistants

on 2-way voice & 132+ on text

Generative AI Powered Conversational AI Voice Assistant speaks 132+ languages

Several Unique, Advanced & Futuristic functionalities with infinite possibilities Certified for Security Standards and complying to Vulnerability Assessments & Data Privacy and Protection Regulations like GDPR, DPDP ACT, NESA, etc.

Available SAAS, On Cloud, On Premises Versions that meets the expectations of all business sectors

Innovative Pricing Models, 100% successful deployments. 95% Maturity.

Enhanced Customer Experience with integrated approach – Human Web Chat, Virtual Assistant – Voice & text – Seamless integration with 15+ Social Channels – Integration with internal Applications – All in one go – Quickly, Securely and seamlessly with absolute Intelligence

Human Sense Technology ® - In spite of lingual challenges, Herbie understands the intent & conceptuality of the conversation and responds 95%+ times perfectly to the expectation equal to a Human.

Human Contact Center – Live Agent Functionality with Smart Queue System. Inbuilt advanced features like Canned Response, Paraphrase settings, Tone Settings. Supports Text, Audio, Video & Conferencing Modes.

Universal API Adapter - for seamless integration with Core Systems, CRM Applications, etc. Pre-Integrated with Open LLM Modes like ChatGPT,

Active Presence – As on JAN 2024

Live Agent Support with Voice, Text, Video & Conferencing facilities

Digital Transformation is impossible without Conversational AI… Herbie.AI has super-bullish forecasting and here to stay for next 10 yrs.

Herbie.AI – Content Capabilities

 Rich Text Based Answers

 Image Card / Carousel View

 Upload Images and Documents

 Submit a Form with User Information

NLIG – Largest Insurance Service Provider in GCC, Trusts Herbie.AI for Digital Transformation of their business

 Audio / Video Player

 Surveys and Feedbacks

 Deep Links and Hyperlinks

 Configurable Advertisement Banners

 Various types of cards – Location, Weather, Meeting, Profile, Image, Carousals

 Seamless Integration with Live Agent on Text / Voice / Video / Conference

Analytics - Herbie.AI

 More than 20+ Analytical Reports to monitor real-time activities of Herbie

 Capability to build / modify any reports with Report Builder

 You can Email, Download or Print your Reports

 Advance Dashboards – Channel wise Visitors, Sentiment Analysis, Time Spent on Herbie, Live Agent access Channel wise, Top Trending Questions, Herbie Confidence

/ Maturity Matrix, etc. Options to drill down Dashboard for data pertaining to Today,

This week, This month, Last 3 months, Last 6 Months, and Last 12 months.

 Trending Questions and responses

 Perform Sentiment Analysis, Percentage wise breakdown of Queries from Users, check the most in demand product and the preferred channel of your users

 Exception Analysis

 Lead Generated Analysis, Input form Analysis

Herbie Retail Banking

• Display Multiple Relationships

• Getting Statement

• Transaction Enquiry

• Locker Request / Close

• Top 'x' Credit Transactions

• Last 'x' months transactions - combination

• Graph : Spend Analysis

• Graph : Loyalty Points

• Fixed Deposits

• PreClose Fixed Deposits

• Fund Transfer

• View Beneficiaries

• Within Country Beneficiary

• FT : Within Bank Beneficiary

• FT : Within Country Beneficiary

• View Status of Fund Transfers

• Current Balance

• Download Statement

• Send Statement to Registered Email

• Last 'x' transactions

• Top 'x' Debit Transactions

• Mini Statement

• Graph : Debits & Credits for the month

• ATM Not working

• Less Cash Dispensed

• Cash not dispensed

• Card Swallow

• Other ATM Issues

• Cash Deposit Related Issues

• Cheque Deposit Status

• Cheque Issued Status

• Open new deposit from Account

• View existing Deposit Accounts

• Close Fixed Deposits

• Beneficiary Management

• Within Bank Beneficiary

• International Beneficiaries

• FT : Within Account

• FT : International Beneficiaries

• Standing Instructions

• Cheque Return Status

• Return Cheque Delivery

• Outstation Cheque Clearance Status

• Bank Charge Related

• Transcation Related issues

• Debit Card Charge Related Issues

• KYC Document Change

• Cancel Standing Instructions

• Cheque book Request

• Physical Statement Request

• New Debit Card Request

• PIN Activation

• PiN Change

• Card hot listing

• Email Change

• Mobilenumber change

• Address Change

• Status of New Card Request

• Card Limnit Enhancement

• Status of Email Change

• Status of Mobile Change

• Status of Address Change

• Account Closure Request

• VIEW KYC

Herbie Retail Banking Loan Product

• Enquiry of current outstanding

• Tenure Change Request

• Loan Pre-closure Request Status

• Address Change

• Card Limnit Enhancement

• Request for waiver of Penalties

• Loan Preclosure Request

• KYC Document Change

• Status of Address Change

• Request for Document Access

Herbie Retail Banking Card Product

• New Card Request

• New Card Request Status

• Card Statement

• Viewing Transactions of Card

• Waiver Request Status

• Email Change

• Card Limit Enhancement

• Available Loyalty Points

• View Loyalty Cart

• Current Outstanding

• Mini Statement

• Spend Analysis

• Top Spends

• KYC Document Change

• Status of Mobile Change

• Supplementary Card Request

• Current Offers

• Loyalty Point Order Status

• Status of Request of waiver

• Upcoming Loans Payments

• Status of Email Change

• Mobile number change

• Tax Certificate Request

• Card Payment options

• historical statements

• PIN Change

• PIN Activation

• Address Change

• Status of Address Change

• Supplementary Card Request Status

• Loyalty Point Options

• Cancel Loyalty Orders

• Loan Account Statement

• Tenure Change Request Status

• Email Change

• Status of Mobile Change

• Other Telephone Number Change

• Card Blocking

• Transaction Issues

• Transaction issue status

• Waiver Request

• Mobile number change

• Status of Email Change

• Loyalty Point Statement

• Redeem Loyalty Points

• View Card Summary

Herbie Retail Banking Push Notifications Social

Channels

• Current Balance - Daily

• Status of Requests

• Statutory Notifications

• Transaction Alert

• Fixed Deposits Related

• Customer Alerts

Herbie Corporate Banking

• Display Multiple Relationships

• Current Balance

• Send Statement to Regd. Email

• Fixed Deposits : New

• View Beneficiaries

• Fund Transfer

• International Beneficiaries

• New Debit Card Request

• Card Swallow

• Card hot listing

• Email Change

• Status of New Card Request

• Transaction Related issues

• Display Multiple Relationships

• Current Balance

• Send Statement to Regd. Email

• Fixed Deposits : New

• View Beneficiaries

• Fund Transfer

• International Beneficiaries

• New Debit Card Request

• Card Swallow

• Card hot listing

• Email Change

• Status of New Card Request

• Transaction Related issues

• Statements

• Utility Payments Reminders

• Sales & Marketing Campaigns

• Graph : Loyalty Points

• Fixed Deposits : PreClose

• Within Country Beneficiary

• Within Bank Beneficiary

• Cheque book Request

• Less Cash Dispensed

• Other ATM Issues

• Cheque Issued Status

• Address Change

• Card Limit Enhancement

• KYC Document Change

• Payment Due Date Alerts

• Scheduled Payment Reminders

• New Launches & more...

• Graph : Transaction Analysis

• Beneficiary Management

• International Beneficiaries

• Within Country Beneficiary

• Physical Statement Request

• Cash not dispensed

• PiN Change

• Cheque Return Status

• Return Cheque Delivery

• Bank Charge Related

• Account Closure Request

Loan Accounts

• Enquiry of current outstaning

• Loan Account Statement

• Upcoming Loans Payments

• Request for waiver of Penalties

• Tenure Change Request

• Tenure Change Request Status

• Status of Request of waiver

• Loan Preclosure Request

• Loan Preclosure Request Status

Herbie Corporate Banking

• Standing InstructionsCancel

• Payroll Upload

• Submission of Forms

• Request for Bank Guarantee

• Request for DD in real time

• New Forex

• Inward FX compliance

• Status of Payments

• Overdraft Limit expansion / Shrinking

• Effect BG Transaction

• Status of Demand Drafts

• Getting best Forex Rate

• Payment of Statutory Taxes

• Cheques planned

• Status of OD Limit

• Download BG Transaction details

• Account Opening for Employees

• Cancel non-executed Forex Txn

• download statements for given period in 6 formatsexcel, csv, pdf, xlsx, xml, json

• Bulk Payment Upload

• Documents of various forms

• Employee check out info

• Revoke Bank Guarantees

• Employee Account info

• Status of inward Forex Txn

• Standing InstructionsView

Herbie Corporate Banking

• Request for LC

• Pre-Close LCLC Document

Approval

• Dashboard on Trade Finance

Portfolio

• LC Digital Documents

Download

• Close LC

• Request for short term Finance

• Status of Currents Finance

• Pre-close Finance

• Short Term Finance Dashboard

• Case Request

• Graph: Collection Daily

• Status of Case Requests

• Collection Statement

• Statement enquiry

Herbie Financial Services

• My Account

• Transaction Issues

• Waiver Request Status

• Email Change

• New Change

• New Card Request Status

• Card Statement

• Viewing Transaction of Card

• Waiver Request Status

• Email Change

• Card Limit Enhancement

• Available Loyalty Points

• View Loyalty Cart

• Current Balance

• Mini Statement

• KYC Document Change

• Status of Mobile Change

• Current Outstanding

• Mini Statement

• Spend Analysis

• Top Spends

• KYC Updates

• Status of Mobile Change

• Supplementary Card Request

• Current Offers

• Loyalty Point Order Status

• Statement Enquiry

• Historical Statement

• Address Change

• Status of Address Change

• Card Payment Options

• Historical Statement

• PIN Activation

• PIN Change

• Address Change

• Status of Address Change

• Supplementary Card Request Status

• Loyalty Point Orders

• Foreign Currency Trading – Spot, Forward and Swap Transaction

• Treasury Research Services – gives information on top of treasury services

• Liquidity Management model – net position at group level

• Business Research – industrywide and provide informationForex Research

• Email / Download Statement

• Waiver Request

• Mobile Number Change

• Status of Email Change

• Card Blocking

• Transaction Issues

• Transaction Issues Status

• Waiver Request

• Mobile Number Change

• Status of Email Change

• Loyalty Point Statement

• Redeem Loyalty Points

• View Card Summary

Herbie - Helpdesk

 Request Internet Password

 Forgot Password

 Out of Office Notification – On / Off

 List of Assets

 Backup Status of my Asset

 Request / Return of Assets

 Self Help – Trouble Shooting of issues with context sensitive Video & Documents

 Raise Support Ticket with Available time / Reschedule / Reopen Tickets

 Download Drivers for Assets contextually

 Download Manuals of Assets contextually

 Participate in Surveys

 Replacement of Assets – Lost / Broken / Not Working

 Access Request for Resources

 Return of Assets

 Web / Mobile App – location / access permission. Request for User ID / Password – Ticket Creation

 Request for Guest Services

 Meeting Room Booking

 Server & Facilities Maintenance Schedule

 Help on resetting / restarting / installing / uninstalling software / services at servers

 Adding of Users / Deleting of Users from various systems

 Setting of up Wifi / VPN / Webex etc.

 Managing of Cloud Services

 Enquiries on Telephone Numbers / Emails / Extensions / Websites / Application URLs etc.

Herbie - HR

 Employee Onboarding

 Respond to queries on Policies & Processes

 Update Personal Profile

 Induction Management

 Induction Feedback

 Asset Request

 Asset Return / Issue / Track Status

 Training Schedule

 Meeting Schedule

 Employee Directory

 Birthdays and Anniversaries

 New Joiners

 Leave Balance

 Leave Request

 Leave Request Status

 Permissions

 Download Pay slips

 Request Letters

 Reporting To Details

 KRA & KPI Details

 Meeting Room Booking

 Team Details

 Appraisals

 Projects / Schedules / Documents

 Circulars & Notifications

 Expenses & Claims

 Holiday List

 Organization Chart

 Career History

 Attendance Details

 Shift Details

 Update KYC Documents

 Complaints & feedbacks

 Download Personal Documents

Herbie - Insurance

 Details of Various Insurance Schemes

 Eligibility Checking

 Insurance Lead Generation

 Collection of Documents for Insurance Policy Issuance

 View My Policies

 View Policy Benefits, Bonus, Renewal Details

 Reminder on Renewals

 Renew Policies

 Raise Issues on Policies

 Get Policy Document on Email / Download

 Claims Request

 Status of Claims

 Cashless Network Identifier

 Insurance Coverage – Personal Policy

 Statement of Account

Finance [Account Payable]

 Outstanding Payable party wise - [between, above, below - Amount], [Within, Next, above - Days - all the days Invoice Date + Credit period]

 Yet to get Invoice party wise - [between, above, below - Amount], [Within, Next, above - Days - all the days Invoice Date + Credit period]

 Aging Analysis of Payments – Product / Vendor / Branch wise etc.

 Payable Forecasting [between, above, below - Amount], [Within, NextDays - all the days Invoice Date + Credit period

 Approve Pending Invoices

 Expense Analysis – Head wise for given period

 Refund / Credit Note Approvals

 Upload Invoices against eligible Purchase Orders / Payment Terms

 Track Status of Invoices

 Post any feedback and track status

 Total Collections [YTD, MTD, This week, Today, Date Range, Month - Year]

 Branch wise Collections [YTD, MTD, This week, Today, Date Range, Month - Year]

 Top ‘x’ Performing Collection Agent

 Top ‘x’ performing branches

Current NPA

NPA Beyond ‘x’ Days

Top ‘x’ NPA Branches

‘x’ NPA Sales Persons

‘x’ NPA Customers

Customer Service

 Number of Complaints [Today, this week, this month, last ‘x’ months]

 Aging of Complaints [‘x’ days]

 Top Complaint Branches

 Top Complaint Products

 Top Complaint People

 Value of Items Returned [today, this week, this month, last ‘x’ months]

Performance

 Top Performing Branches

 Top Performing Sales People

 Top Performing Products

 Top Performing Locations

 Fast Moving Products

 Low Performing Branches

 Low Performing Sales People

 Low Performing Products

 Low Performing Locations

 Cashflow Plans for [today, this week, this month, next ‘x’ months]

 Business Performance Projections [today, this week, this month, last ‘x’ months, this year, next ‘x’ months]

HR Department

 New Joiners [Today, This week, This month, Last x months, Next x months]

 Employee Left Analysis [Today, This week, This month, Last x months]

 Head Count Branch wise

 Head Count Branch wise, Department wise

 Head Count designation wise

 Head count branch wise, department wise, designation wise

 birthday [Today, this month, this week, next week, next x months]

 Anniversary[Today, this month, this week, next week, next x months]

 WorkAnniversary [Today, this month, this week, next week, next x months]

 Leave Count - branch, Department, Designation [Today, this month, this week, next week, next x months]

 Payroll commitment [branch wise, Designation wise, Department wise]

Sales

 Total Sales [YTD, MTD, This week, Today, Date Range, Month - Year]

 Product wise Sales [YTD, MTD, This week, Today, Date Range, Month - Year]

 Branch wise Sales [YTD, MTD, This week, Today, Date Range, Month - Year]

 Top ‘x’ Performing Sales person

 Top ‘x’ performing branches

 Top ‘x’ performing products

 Top ‘x’ Fast moving Products

 Top ‘x’ Not moving Products

 ‘x’ Low Performing Sales person

 ‘x’ Low Performing branches

 ‘x’ Low Performing products

 Upcoming Sales Orders

 Target Vs Achievement of Company, Branch, Product

 Top ‘x’ target achievers

 Product wise sales [Qty, Value] [today, this week, last week, last ‘x’ days, last ‘x’ months]

Stores

 Stock Details of Raw Materials & Products – based on Location, Store, etc.

 Planned Delivery Schedule of Items

 Expiry details of items – based on Location, Store, Date, etc.

 Nil Stock Items

 Value of Items Expired [today, this week, this month, last ‘x’ months]

 Fast moving items with no stock [on daily basis] with number of branches

 No Moving Items

 Value of Items Damaged [today, this week, this month, last ‘x’ months]

 Value of Items Returned [today, this week, this month, last ‘x’ months]

 Brand wise Item Replenishment [Today, This week, This month]

 Costing of Pricing – based on various parameters

 Physical Inventory – Reconciliation

 Approval of Returns, Inter Location Transfers

 Quick Transfers

 Asset Ledgers, Expiries, Warranties, Insurances, AMCs etc.

Procurement

 Digital Onboarding of Suppliers

 Identify Products and Suppliers, Rates, Supply History, etc.

 Inactive Suppliers, KYC Expiry of Suppliers

 Status of Purchase Requests, RFP, RFQ, etc.

 Purchase Order approvals & Status

 Payment approvals & Status

 Delivery Status

 Tender approvals & Status

 Status of Return Items Suppliers

 Active RFPs, Download RFPs, Upload Quotations

 Upload KYC Documents, Item Details, Pricing, etc.

 Status of RFPs

 Download Purchase Orders, Status of Delivery of Items, etc.

 Upload Invoices

 Payment Status

Software Suggest Magic Quadrant

Herbie.AI – Selected Client Testimonials

Smt. Soma Mondal, Chairman - ‘SAIL Sarathi’ –the first of its kind in the Indian steel industry. As a part of #Industry4.0, #SAIL is continuously embracing Digital Transformation

We are happy and thrilled to launch country’s First Virtual Assistant using Herbie.AI and we are the first to launch the transaction automation using Herbie.AI. The overall experience [ BBK, Bank iThmar & Invita ] is very positive and we foresee many more expansions including social channels….

Rahul Bhalla, CEO Invita, Bahrain

Clientele Across Segments

Sectors Focused

BFSI

Government

HealthCare

Insurance

Fin. Services

Education

Manufacturing

Others

Organizations today need Herbie.AI to embark on their digital journey and to stay ahead of their competition

Email : sales@herbie.ai