Insait
engage, analyze and convert with ease.
Inbound and outbound Personalization and proactiveness anywhere the client is
Transform Customer Engagement with our Secure AI-Powered chatbot
Our Gen-AI Digital Agent revolutionizes digital activity in financial services by seamlessly collecting customer financial data through messaging. As customers interact, Insait’s Digital Agent works like a human agent to quickly gather key details like income, expenses, and goals, and delivers personalized budget tips and investment advice on the fly. With top-notch security, and customizable interaction flows, our Agent is an effortless way for your customers to take control of their finances.
Easily customize and train your Digital Agent
With Insait’s Digital Agent, you get access to a comprehensive analysis and configuration dashboard, letting you take control over your customers’ experience. Upload user manuals, product information, investment data, and more – or just enter a URL and let the Agent learn from your existing content. You can also enter custom questions and answers, and see everything customers are asking.
Easily customize and train your Digital Agent
With Insait’s Digital Agent, you get access to a comprehensive analysis and configuration dashboard, letting you take control over your customers’ experience. Upload user manuals, product information, investment data, and more – or just enter a URL and let the Agent learn from your existing content. You can also enter custom questions and answers, and see everything customers are asking.
Optimize your conversation flow with A/B testing
Modify user journeys easily, and instantly visualize the impact on your conversion rates with our dynamic admin dashboard
Experience the Power of Gen AI-Powered Analytics in Marketing
In-depth Predictive Analytics
Insait's Digital Agent identifies key financial triggers by mapping customer journeys and analyzing critical metrics.
Real-time User Feedback
Easy-to-read visualization to understand user sentiment: positive, negative, or neutral. This means you'll know exactly when and how to engage.
Smart Marketing
Gain insights into metrics like user completion rates and phone call acceptance.
Insait’s Digital Agent redefines customer service for financial institutions