Streamline the entire banking customer journey:
account opening, updating personal details, or applying for a loan. The omnichannel AI agent guides users step by step with responses tailored to each profile
Provide round-the-clock support:
the customer service chatbot ensures 24/7 service continuity across all channels, without relying on your internal resources
Automate responses to the most common banking requests:
account balance inquiries, RIB generation, transfer tracking, or card activation...
Reduce team workload and highlight their expertise:
by automating simple requests, you free up your staff to focus on high-value interactions such as financial advice, wealth management...
Establish trust from the very first interaction:
the AI agent identifies the request and directs the user to the right space (personal area, secure channel, or advisor) based on complexity
Today, your clients expect their bank to be simple, fast, and always accessible. With an AI agent, you can deliver this experience:
– It understands common requests, analyzes them instantly, and provides clear, immediate answers, whether it's checking a balance, retrieving a RIB, initiating a transfer, or updating contact details...
– It ensures round-the-clock availability, even outside branch hours, to handle urgent banking questions at any time such as blocked cards, pending transfers, or account access issues
– It creates a seamless experience across your digital channels (app, client portal, branch, phone) and integrates smoothly with your internal banking tools (CRM, information systems, KYC tools) to ensure consistent follow-up at every touchpoint
– It lightens your advisors’ daily workload, allowing them to focus on high-stakes requests such as credit project support, personalized financial guidance...
– It enhances service quality by delivering secure, contextualized, and easy-to-understand responses, even on sensitive topics like transfers, card limits, or shared account access
Today’s banking advisors support clients with increasingly high expectations: urgent requests, extended hours, and multiple communication channels. To meet these demands, they can now rely on AI-powered tools such as the visual interactive voice response (IVR), omnichannel conversational agents that automatically answer frequent questions, and mailbots that analyze, sort, and suggest appropriate replies to incoming messages. Working in coordination, these solutions enable AI to understand requests, choose the right channel, or escalate to an advisor when needed.
The result: a seamless balance between customer autonomy and human expertise, for an efficient experience at every stage, and improved availability across all channels.
In a context where customer requests are numerous and often repetitive, the conversational and orchestration AI agent relieves advisors by handling simple information queries, such as balance checks, banking documents, or transaction history. It identifies the need, retrieves the data from your internal systems, and responds instantly. This automation allows teams to refocus on their core responsibilities: providing advice, supporting complex projects, and managing sensitive situations. Meanwhile, the mailbot organizes incoming flows and prioritizes messages by type, while the augmented advisor agent supports decision-making by analyzing exchanges in real time and delivering contextual insights and ready-to-use summaries.
The result: reduced mental load for teams, more time for customers, improved reachability, and a more human connection at every key moment.
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’s accessing a banking document, managing a sensitive transaction, or receiving personalized support, the AI agent directs the customer to the right channel or resource, while meeting regulatory requirements, including GDPR compliance. This more contextual and secure approach strengthens customer autonomy while maintaining a high level of trust, reliability, and explainability.
The result: smarter self-care, enhanced security, and a smoother customer relationship at every touchpoint.
In a demanding, omnichannel environment, AI adapts to real-world branch conditions. It understands customer intent, adjusts responses to context, and relies on robust technologies such as RAG engines, NLU, and trusted AI. Seamlessly integrated into your business tools (CRM, KYC, customer relationship platforms), it aligns with your operational constraints, personalizes interactions, tracks performance, and ensures smooth continuity, even for complex requests. When combined with an augmented advisor, it delivers real-time summaries, highlights key case details, and improves response quality without increasing handling time.
The result: better-equipped advisors, smoother operations, a more efficient customer experience, and easier digital adoption.
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.
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.
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.
"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"
"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."
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:
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.
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.
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.
