AI Powered Digital & Omni-Channel Solution
for Financial Services

Digital Financial Services Solutions
COVID-19 has accelerated digital transformation across every industrial sector, businesses and Financial Services were no exception. In the impacted world, providing a consistent customer experience across digital channels has become the need of the hour. As per TechCrunch’s recent report, there has been a 40% surge in social media platform usage including WhatsApp, Facebook Messenger, SMS. Hence, it is essential to improve and extend end-to-end digital financial services, to these new channels. However, the key business challenge for an IT and LOB is to manage applications across various channels in the limited assigned tech budget.

Smart Omni-Channel Financial Services Solutions


Delivers Exceptional & Consistent Customer Experience
By leveraging the advancements in Artificial Intelligence (AI) & Automation, Streebo in collaboration with its leading technology partner including IBM, Google and Amazon has curated an omnichannel pre-packaged, ready to use Financial Services Solution (COTS) to scale up and deliver an omnichannel customer experience.
Smart Financial Services Omni-channel Solution
Powered by Streebo’s Digital Experience Accelerator (DXA) Platform and Streebo App Builder- a low code no code tool which allows both IT & LOB to easily manage and update the solution. These smart solutions can be extended across Web, Mobile and multiple voice & chat interfaces. Further, the “Point and Click” Interface in the App Builder, allows seamless integration with enterprise backend systems without coding. Leveraging Streebo DXA allows our clients to deploy digital experiences on web and/or mobile applications.
Digital Financial Services Application Deploy
Further, by leveraging AI, it even allows extending the application across various voice and chat channels including WhatsApp, Facebook Messenger, SMS, Telegram, Signal, Viber, Google Home and Amazon Alexa. The solution deployed will be a single code base thus making it easy for IT as well as non-IT Team members to manage the application across various platforms. The customers can simply choose to extend their existing digital properties across Conversational Channels by simply leveraging Streebo DXA and Natural Language Processing (NLP) technology from IBM or Google or Amazon.
Digital Financial Services Solutions Extended on Social Media Channels

Key Modules

Digital Financial Services Solutions Key Modules Solve FAQs (Frequently Asked Questions)
Digital Financial Services Solutions Key Modules Branch Locator
Digital Financial Services Solutions Key Modules Eligibility Calculator
Digital Financial Services Solutions Key Modules EMI Calculator
Digital Financial Services Solutions Key Modules SIP Planner
Digital Financial Services Solutions Key Modules SIP Calculator
Digital Financial Services Solutions Key Modules Talk to a Live Agent for assistance
Digital Financial Services Solutions Key Modules Consumer Finance Offers
Digital Financial Services Solutions Key Modules Product Information
Digital Financial Services Solutions Key Modules Download Forms
Digital Financial Services Solutions Key Modules Apply for Loan against Property
Digital Financial Services Solutions Key Modules Learning Center (Videos/Articles)
Digital Financial Services Solutions Key Modules Apply for Loan against Securities
Digital Financial Services Solutions Key Modules Check for upcoming EMI
Digital Financial Services Solutions Key Modules Apply for Consumer Finance
Digital Financial Services Solutions Key Modules Pay EMI
Digital Financial Services Solutions Key Modules Create/View/Renew FD
Digital Financial Services Solutions Key Modules FD Withdrawal
Digital Financial Services Solutions Key Modules Apply for Mortgage Loan
Digital Financial Services Solutions Key Modules Apply for Situational Funding
Digital Financial Services Solutions Key Modules Structured and Mezzanine Financing
Digital Financial Services Solutions Key Modules Real-estate Financing

Key Features & Differentiators

In-Built Domain Intelligence In-Built Domain Intelligence
Streebo in collaboration with its technology partner deploys a cognitive intelligent omnichannel solution that can emulate your business processes.
Omni-Channel Experience Omni-Channel Experience
Streebo’s Omnichannel Financial Services solutions can be deployed across web, mobile app, social media channels including WhatsApp, Facebook Messenger, SMS, Signal, We Chat, Viber, Google Chat, Telegram, among others. This solution can further be deployed on voice channels like Google Home, Amazon Alexa, Siri and even IVR.
Role based & Secure access Role based & Secure access
Streebo’s Omnichannel Financial Services Solution is built on top of robust infrastructure from top technology providers such as IBM, Red Hat, Google and Amazon. Hence, they have tight security and scalable infrastructure in place.
Lower Maintenance Cost Lower Maintenance Cost
As the Omnichannel Financial Services Solution is built with a Single Code Base for all the Digital Assets– the application can be updated and deployed in one single click, thus saving the cost of managing individual applications across various platforms.
Flexible Deployment Models Flexible Deployment Models
Streebo’s Financial Services Solution can be deployed on-premise or on IBM Cloud, Microsoft Azure, Amazon AWS or Google Cloud Platform.
Ease of Development & Maintenance Ease of Development & Maintenance
Streebo’s Financial Services Solution is built using a low code no code tooling thus, making it easy for both Line of Business and people in IT to assemble, integrate and manage the solution moving forward.
Flexible NLP Selection Flexible NLP Selection
Streebo’s AI Powered Financial Services Solution is NLP Agnostic, be it IBM Watson Assistant, Google Dialogflow, Amazon Lex based upon customer’s preference.
Advanced Chat Analytics Advanced Chat Analytics
Streebo’s analytics dashboard is developed to record and display systemic data, metrics, preferences, and trends which eventually help in monitoring user interactions, and can be adapted accordingly to give relevant responses and take business decisions.

Pricing Options

Capex Option

Capex Option You can choose to buy the Omnichannel Financial Services Solution.

Opex Option

Opex Option You can choose to Subscribe to the Omnichannel Financial Services Solution at a monthly charge with no upfront setup fee.

Pay Per Usage

Pay Per Usage You can get the Conversational Interface “add-on” for your existing Web and Mobile app and simply pay per usage for voice and chat channels.

Are you looking to deliver a consistent customer experience?


Contact us today and schedule an online demo