Helping people to file IT Returns using a question-answering system and conversational AI. Furthermore, the chatbot would also act as a lead generation platform for other financial services the client provides
Client
Financial Services firm in India with 1500+ employees. Deployed in production with over several thousand monthly users.
Use cases solves
FAQ Bot: Answer the most asked questions like “How do I calculate my income tax”,“Are mutual-funds taxable”, and over 800+ questions like these.
Lead Generation: the client sold financial services, so the bot would ask questions like“Are you interested in reducing your income tax”, and follow up with relevant questions.This would be summarized and a list of interested people would be sent to the salesteam for them to contact.