See how Insait’s Digital Agent can redefine your customer experience
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Boost conversions, personalize offers, and level up your customer engagement.
Personalize Sales Recommendations
Insait handles onboarding, KYC, loan origination, and other operations automatically, which reduces manual work and saves time.
Decrease Drop-Off Rates
Personalize every message to customers thanks to Insait's advanced LLM technology.
Increase Cross-Sell Opportunities
Let Insait handle your repetitive tasks like data entry and lead qualification so you can reallocate savings to other critical business areas.
How Insait helped a $50 billion bank increase conversions by 200%.
For a large regional US bank facing low CD conversion rates, Insait’s strategy of segmenting customers into four distinct clusters was a game-changer.
Boosted the bank’s conversion rate by 200%.
$9M USD in ‘New Money Deposits’.
Half of loans taken by customers with no previous loan history.
Testimonials
Our clients’ customers love interacting with Insait’s Digital Agent – as evidenced by their glowing feedback.
“Savings Accounts opening is not easy, and Insait identifies, targets, and helps the clients that weren’t able to do it otherwise. We get fewer calls and more conversions.”
“True personalization is Insait’s platform. We are able to identify the right clients, create personalized proactive campaigns, and convert more people, better.”
“This is something we’ve tried ourselves and failed in numerous times. It helps our clients do things they couldn’t before, and much faster.”
“Insait’s agent is the only solution we found that was truly ‘AI,’ not just said so. It generated leads and qualified them better than our staff.”
FAQ for Digital Agent
Our digital agent integrates seamlessly with all major CRMs, including HubSpot, Salesforce, and others. Whether you need deep integration or a simple connection, we provide flexible solutions to fit your needs.
Yes, our digital agent supports omnichannel communication across platforms like Twilio, Zendesk, and more. It ensures a smooth and consistent experience across all customer interaction channels.
Absolutely. Our digital agent can be integrated with your internal systems to provide instant access to account balances, assist with CD (certificate of deposit) opening, and other account-related activities, ensuring a personalized experience for your customers.
By leveraging natural language processing, our digital agent streamlines onboarding and KYC processes, increasing conversion rates by 30%. Check out our case studies or testimonials to see the real-world impact.
Yes, our digital agent is multilingual, allowing you to engage customers in their preferred language, enhancing global reach and customer satisfaction.
Security is a top priority. Our digital agent can be deployed on-premise, undergoes regular penetration testing, including Matecules pentests, and is SOC 2 compliant to ensure the highest level of data protection.
All models and conversations managed by our digital agent are completely private and belong solely to you. We do not share or access your data unless explicitly authorized.
Yes, our digital agent is highly customizable to align with your business workflows and unique customer service requirements, ensuring a tailored experience.