Automation for financial services

Instant service with the utility that customers expect

It’s time to make
things personal

Exceptional customer journeys


Consumer Banking: Sample use cases: account servicing, payments, current rates, transfers, find a branch, ATM locations, debit card applications, wealth management, balances, open an account, increase limits, application status, rewards points, search transactions, activate a new card, branch hours, fees and repayment, credit limit increase, status of checks, COVID-19 queries, payment waivers

Mortgages & Lending: Sample use cases: mortgage processing, loans, balances, open an account, pre-approval, password reset, offers, application status, account servicing, payments, rates, refinance, issuing collections

odesys technologies finance_flows

Pre-built
Conversation Design

Accelerate your time to value by leveraging Odesys’s library of pre-built conversation designs for financial services use cases. Our “conversationalized” content, flow architecture, and embedded UX features make for the very best customer journeys, from funds transfers to mortgage applications to payments.

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