Finance & legal Chatbots

List of all chatbots (virtual assistants, chat bot, conversational agents, virtual agents) in the World - Finance & legal - Stock exchange, banking, insurance, intellectual property, human rights, etc.
chatbot, chatterbot, conversational agent, virtual agent Sabine Found on the website of the Dutch bank NIBC Direct, Sabine is available 24/7 to answer queries about the bank's products and services. Sabine is Creative Virtual's first Dutch speaking V-Person™ system. She can be launched on the right side of the homepage where it says, "Hoe kunnen wij u helpen?"
chatbot, chatterbot, conversational agent, virtual agent Iris Iris is the virtual assistant of ANWB. Members of ANWB can ask her questions about Insurances, Breakdown services and Membership 24 hours a day. Iris is the online guide for ANWB members on their journey through the website. She helps members find their way to the secured environments ‘Mijn ANWB’ & ‘Mijn Verzekeringen’ to take care of everything online.
chatbot, chatterbot, conversational agent, virtual agent Lexee Lexee for Salesforce is an iPhone based voice assistant that enables users to conversationally interact with the Lexee bot to ask questions such as, "How is my pipeline looking like," "How many deals have been closed?" "Where do I stand on my quota," Etc. The App will be available on the Apple App Store by end of October, 2012.
chatbot, chatterbot, conversational agent, virtual agent Emily Launched in October 2012, "Ask Emily" is an Intelligent Virtual Assistant created by Next IT for financial-services provider SWBC. As one of its many services to lenders, SWBC ensures that items paid for with a loan are properly insured. If a lack of coverage is detected, SWBC contacts the borrower in a lender-branded letter, presenting options for rectifying the problem.

Prior to the introduction of “Ask Emily,” borrowers were directed to either a call center or a conventional website. With their new IVA, SWBC gives lenders a competitive advantage by allowing borrowers to resolve their insurance issues on their own time, 24/7, using natural-language conversation. Emily answers any insurance-related questions borrowers may have, allowing them to quickly return their loans to good standing and helping them maintain a positive relationship with the lending institution.
chatbot, chatterbot, conversational agent, virtual agent Magda Magda is a Virtual Advisor on the Towarzystwo Ubezpieczeń Link4 website. Link4 was the first insurer in Poland to initiate the sale of motor vehicle insurance via the Internet and telephone. The direct form of sales has also gained a lot of interest among customers, thanks to which Link4 could expand its range to include home and travel insurance.

The Virtual Advisor's task is to support the Internet sales channel by providing the user with the opportunity to contact the Link4 advisor around the clock. This is possible thanks to an extensive knowledge database covering motor vehicle, property and travel insurance. Ewa can reply to questions such as: how to pay your premiums, the compensation payout process, how to extend your insurance, how to report a car sale, what can be insured when renting a property, and what to look out for when choosing an insurance company. In addition, the Virtual Advisor is equipped with the Live Chat feature.
chatbot, chatterbot, conversational agent, virtual agent Vera Spoorwegpensioenfonds, was looking for new possibillities to expand their personal services. They chose to deploy a custom built chatbot on their website. This way they are able to respond 24/7 to visitors looking for information. Vera answers all possible pension-related questions and if requested she can open webpages and documents. By integrating ReadSpeaker technology the answers can be pronounced. This way all information is also accessible for people with a visual impairment.
chatbot, chatterbot, conversational agent, virtual agent Trijntje Spoorwegpensioenfonds, was looking for new possibillities to expand their personal services. They chose to deploy a custom built chatbot on their website. This way they are able to respond 24/7 to visitors looking for information. Trijntje answers all possible pension-related questions and if requested she can open webpages and documents. By integrating ReadSpeaker technology the answers can be pronounced. This way all information is also accessible for people with a visual impairment.
chatbot, chatterbot, conversational agent, virtual agent Asistente Virtual Seguros This assistant of Verti (an insurance company of the Mapfre Group) has a question-answering system to help their customers solve their doubts using natural language on every area of their webpage.
chatbot, chatterbot, conversational agent, virtual agent A.V. Banca Online The Virtual Assistant at Bankinter, a financial institution that aims at developing banking activity after becoming leaders in the development of online banking, helps customers solve their doubts related to operations with their accounts, payments, investments, etc., using natural language.
chatbot, chatterbot, conversational agent, virtual agent Fleur The virtual assistant has the typical look and feel of InShared. Fleur is made of a pink drawing combined with a black and white photo. Therefore she fits really well into the website of InShared. Fleur answers all kinds of questions about products and services thoughout the website: homepage, subpages en contact page.

Next to answering questions we’ve added a few functionalities:
• Contextual faq’s are related to the customer question.
• Page related FAQ’s on the subpages give suggestions for relevant information given the webpage.
• The 5 FAQ’s on the contact page are related to the top 5 most asked questions per e-mail.
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