Conversational Business Banking

Inspiration

We were doing conversational AI for retail banking users and wanted to extend to business banking users too. We wanted to get access to real data, so this was a natural choice to build on top fusion business banking APIs

What it does

It lets business users to chat on different channels and get mundane tasks done like balance check, statement download, checking FX rates, transaction approvals, FAQs etc

How we built it

We integrated with CB APIs on the B2C side to our conversational AI platform to offer seamless experience for the end user

Challenges we ran into

Understanding few of the corporate banking scenarios and designing the login experience for the end user

Accomplishments that we're proud of

We are having good installed base and with FInastra's support we can take this to a wider segment as we can support both on-prem and cloud models

What we learned

Corporate banking entitlements

What's next for Conversational Business Banking

We can start supporting various use cases including trade contract approvals in the future and support handover with Relationship manager or even 3 way chat between bot, RM and client

Use following application URL with finastra credentials ffdcuser1 ; 123456 to validate linked APIs namely login, account list / balance inquiry, and forex rates

show acc balance in acc ending XXXX convert 50 EUR to GBP