Managing customer inquiries while handling sensitive financial transactions? ThriveDesk’s AI customer service helps financial institutions answer questions about accounts, services, and procedures automatically. Our AI tools provide instant responses about your banking products, security protocols, and service features – even during high-volume periods. Improve customer satisfaction with responsive communication while your staff focuses on complex financial operations and personalized service.
ThriveDesk AI ✨
Help Desk & AI Chatbot
forBank & Credit Union
Trusted by
Support
Enhance Your Financial Institution with Smart AI
ThriveDesk AI transforms customer communications for banks and credit unions by providing immediate responses to common inquiries. Our solutions handle everything from account information to service explanations, letting your financial professionals focus on high-value transactions and relationship building.
Instant Account Information
Provides appropriate details about balances, transaction history, and statement availability.
Banking Product Explanations
Clearly communicates features of checking, savings, loans, and investment offerings.
Security Procedure Guidance
Shares authentication protocols, fraud prevention measures, and protection best practices.
Digital Banking Navigation
Helps customers use online platforms, mobile apps, and self-service banking tools effectively.
Automate your customer support
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Use Cases
AI-Driven Customer Support for Financial Institutions
ThriveDesk AI helps banks and credit unions deliver exceptional service while maintaining security and regulatory compliance. Our tools ensure customers get fast, accurate information while your staff focuses on specialized financial services.
Transaction Troubleshooting
Provides guidance for resolving common issues with deposits, transfers, and payments.
Fee Information Distribution
Offers transparent details about service charges, account costs, and transaction fees.
Card Management Support
Assists with credit and debit card activation, replacement, and security features.
Branch and ATM Location Guidance
Helps customers find convenient service points, hours of operation, and available features.
Application Status Updates
Communicates progress on account opening, loan approval, and service enrollment.
Document Requirement Details
Clearly explains paperwork needs, identification verification, and information submission procedures.
Transform Bank & Credit Union with AI
Sign up for ThriveDesk today and boost your workflows, customers, and team with AI-driven solutions. Train your first chatbot for free with a 7-day trial—no credit card needed!
loved by 2,000+ startups
All the features your team needs
Make collaboration in a shared inbox a breeze, and reduce email volume by up to 30% with a self-help knowledge base.
Upgrade your email management
Maximize team efficiency and provide customers with a personalized and helpful experience using ThriveDesk's shared inbox. Do more with less, deliver exceptional support.
Collaborate with ease
Assignments, private notes, collision detection, and more help your team work better together.
Organize your inbox
Stay organized and efficient with a shared inbox—perfect for managing email and team communication.
Automate for efficiency
Automate tasks effortlessly with intuitive if/then logic—choose manual or automatic workflows.
Personalize conversations
Efficiently track and display customer info for faster, superior support—no system-hopping.
Help customer in real-time
Offer personalized, real-time assistance to your customers directly on your website or within your application. Engage in 1:1 conversations to address their needs promptly and effectively
Start in minutes
Install Assistant on your website or app for instant customer chat and seamless interaction.
Work together live
Effortlessly collaborate with your team using shared notes, assignments, and permissions, just like managing email.
Chat on your terms
Engage in chat when your team is available, smoothly redirecting customers to alternative options when unavailable.
Know who you’re talking to
Leverage tags and customer profiles for swift, personalized assistance tailored to each customer's needs.
Deliver instant answers to customers
Offer personalized, real-time assistance to your customers directly on your website or within your application. Engage in 1:1 conversations to address their needs promptly and effectively
Easy to create
Set up your Docs site swiftly and publish your inaugural article within minutes. Start addressing FAQs promptly.
Understand customer needs
Monitor customer search trends to identify high-engagement articles and understand customer interests effectively.
Organized and searchable
Use nested categories to organize your articles and make search easy.
Beautifully branded
Personalize your knowledge base with custom company branding to align it perfectly with your brand identity.
Metrics important for your company
Use Reports to track and optimize team efficiency, channel effectiveness, and customer happiness.
Report on what matters
Track volume, response time, resolutions, and user-specific stats for valuable performance insights.
Track custom data points
Monitor customer search trends to identify high-engagement articles and understand customer interests effectively.
Measure happiness
Evaluate customer satisfaction ratings and enhance as needed to drive continuous improvement.
Know your agents
Track agent performance, pinpoint improvements, and enhance effectiveness for optimal customer support.
Enhancing team productivity
Supercharge your team's productivity with advanced tools and collaborative features designed to streamline workflows and maximize efficiency.
Automate your support
Unleash mesmerizing efficiency in customer support with enchanting automated workflows.
AI powered efficiency
With AI-powered efficiency, sparking an extraordinary customer support experience beyond imagination.
Power of canned response
Instantly respond to customer queries with pre-written canned replies for efficient support.
Keyboard shortcuts
Accelerate workflows with lightning-fast keyboard shortcuts for effortless efficiency and productivity.
Connect with your existing tech stack
Integrate ThriveDesk software with tools for marketing, analytics and growth that you’re already using. Streamline repetitive tasks to gain more time to focus on things that matter.
Get started for free