Modernize customer relationships in banking with AI
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Streamline the entire banking customer journey
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Offer support that's available around the clock
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Automate responses to frequently asked questions
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Lighten the workload for your teams and make the most of their expertise
They trust us!
An AI agent for a more responsive, reliable, and human banking customer experience
Today, your customers expect their bank to be simple, fast, and always accessible. With this next-generation AI chatbot, you can deliver that experience:
- It understands common requests, analyzes them instantly, and provides a clear and quick response: steps to check your balance, bank details, transfers, updating contact information…
- It ensures continuous availability, even outside branch hours, to handle banking emergencies at any time: blocked cards, account access issues…
- It ensures seamless continuity across your digital channels and integrates seamlessly with your internal banking tools (CRM, information systems, KYC tools) to guarantee consistent follow-up for every interaction
- It lightens the daily workload of your advisors, allowing them to focus on high-stakes requests: support for loan applications, management of business accounts, and more
- It enhances the quality of customer service by providing clear, secure, and context-specific answers, even on sensitive topics such as transfers, card limits, or access to shared accounts
Our integrations are designed to meet all your needs
Optimizing customer relations in response to evolving banking practices
Today, bank advisors serve customers with ever-higher expectations: urgent requests, extended hours, multiple channels… However, to meet these challenges, they can now rely on artificial intelligence tools such as: the visual interactive voice response (IVR) system; the omnichannel conversational agent, designed to go beyond a chatbot and capable of automatically answering frequently asked questions; and the mailbot, which analyzes, sorts, and provides tailored responses to incoming messages. When integrated, these solutions enable AI to understand the request, choose the right channel, or connect the customer with an agent when necessary.
The result: a balance between customer self-service and human expertise, ensuring an efficient experience at every stage and improved accessibility across all channels.
Give advisors back their time to better support their clients
In an environment where customer requests are numerous and often repetitive, the conversational AI agent and orchestrator relieves advisors by handling simple information requests: account balances, banking documents, transaction history, and more. It identifies the need, finds the information in your internal systems, and responds instantly. This automation allows teams to refocus on their core responsibilities: providing advice, supporting clients on complex projects, and handling sensitive situations. It can also be supported by two other tools: the mailbot organizes incoming messages and prioritizes them based on their nature, while the augmented advisor facilitates decision-making by analyzing conversations in real time and providing contextual information and ready-to-use summaries.
The result: less mental load for teams, more time for customers, improved reachability, and a more human connection at every key moment.
Simplify the digital banking experience while strengthening trust
In an increasingly hybrid customer journey, the conversational AI agent plays a central role in simplifying the experience and ensuring consistent handling of requests. Whether it involves accessing a banking document, performing a sensitive transaction, or receiving more personalized support, this next-generation AI chatbot guides the customer to the right channel or resource, while complying with regulatory requirements, particularly regarding GDPR. This more contextual and secure approach empowers customers while maintaining a high level of trust, reliability, and explainability.
The result: more effective use of self-service, enhanced security, and a smoother customer experience at every touchpoint.
An AI solution designed to meet the specific challenges of banks
In a demanding, omnichannel environment, AI adapts to real-world conditions. It understands customer intent, tailors responses to the context, and leverages robust technological tools: RAG engine, NLU, trust-based AI… Integrated with your business tools (CRM, KYC, customer relationship platform), it adapts to your constraints and personalizes interactions, tracks performance, and ensures seamless continuity even for complex requests. When paired with an augmented agent, it provides real-time summaries, highlights key elements of a case, and improves response quality without increasing processing times.
The result: better-equipped advisors, smoother management, a more effective customer experience, and easier digital adoption.
Use Case - Nickel
To deliver a smoother service and better handle peaks in demand, Nickel implemented an intelligent visual IVR with DialOnce. From the very first seconds, customers are guided to the right service or a self-care solution, reducing unnecessary calls and wait times. This automation eases the pressure on contact centers and allows advisors to focus on high-value situations. The customer journey becomes clearer, resources are used more effectively, and customer satisfaction improves without compromising on quality.
Use Case - BNP Paribas Epargne & Retraite Entreprises
As part of its commitment to innovation and continuous improvement, BNP Paribas has integrated DialOnce solutions to streamline customer orientation from the very first contact. With a visual IVR combined with self-care options, simple requests are handled more quickly without engaging internal teams. Customer support becomes clearer, faster, and better tailored to different client profiles. The automation reduces pressure on contact centers and allows advisors to focus on high-value situations.
Use Case - Crédit Agricole Nord de France
Crédit Agricole Nord de France has deployed a visual IVR to streamline access to the most frequently requested services from the very first contact. This solution prevents misrouting, speeds up request handling, and enhances the customer experience from the very first seconds. By directing calls more efficiently, advisors receive better-qualified requests and gain in availability. The organization becomes more agile, resources are optimized, and the customer experience improves throughout the journey.
Our customers say it best!
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DialOnce's Visual IVR has enabled us to improve the customer experience while helping to control our flows and therefore our costs. It's a tool that's perfectly adapted to our customers and their behaviors.
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We gained 34 points of reachability where we had initially hoped for 15-20 points. This has enabled us to rediscover our ability to make outgoing calls. We used to suffer our calls: today, thanks to DialOnce, we've been able to regain serenity in our team
What DialOnce can do for your bank
We don’t just offer a technological tool, it’s a practical support for your teams, every day. Built around three key operational pillars, our solution draws on 10 years of proven expertise developed and refined in France:
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AI agents that understand, guide, and take action
Our AI agents do more than just respond. They detect intent, qualify requests, and orchestrate customer journeys in real time. Integrated with your channels and business tools, they streamline interactions and relieve your teams from repetitive tasks.
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A customer relationship that improves with every interaction
With every interaction, the AI agent learns, adapts, and enhances the journey. It detects weak signals, anticipates needs, and refines its responses. This dynamic approach makes your customer journeys more efficient and your client relationships more human.
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AI agents tailored to your business needs
At DialOnce, our solutions are designed to integrate seamlessly into your environment and business processes. Each deployment is co-developed with your teams to match your goals, constraints, and operational realities. An AI built to integrate quickly, operate reliably, and evolve at your pace.