Introducing a user-friendly bot for bulk uploading extensive legal and financial documents in banks. It performs intelligent, human-like queries across multiple documents using custom large language models optimized for the BFSI domain, enabling banking agents to interpret legal, financial, and KYC documents quickly and efficiently.
Customers can query information from FAQ documents in a human-like manner, retrieving domain-specific answers without sifting through extensive documentation. The bot also allows queries from PDFs and websites, providing immediate support for inquiries related to credit card offers, account requirements, KYC procedures, identity verification, and more.
After customer authentication, the AI chatbot integrated with back-end systems can query customer information, enhancing service efficiency. Customers can ask about their account balance, request a cheque book, find the nearest ATM, set up online banking, explore investment options, retirement savings, and improve their credit score.
We develop a video-based KYC bot for new customer registration and loan applications, allowing customers to complete KYC from home. The bot verifies uploaded documents and reads their contents. Once captured, these KYC documents are integrated into our Document Workflow Management solution for streamlined application approval processes.