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Financial Services

DLVRD delivers seamless end-to-end conversational experiences for financial services, combining AI-powered tools for personalized interactions, enhanced engagement, operational efficiency, and actionable insights in one platform.

Benefits of DLVRD
Why Choose This Solution
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AI Powered Chatbots

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Live Agent Support

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Multi-Channel Support

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Automated Follow up and Reminders

Banking, Financial Services, and Insurance

The financial sector demands secure, reliable, and personalized communication. DLVRD delivers 2FA and OTP for data security, instant alerts for transactions and updates, and tailored financial offers to enhance engagement and satisfaction.

Build trust with customers

Offer secure communication channels for sensitive transactions

Streamline account alerts and marketing offers

Enhance customer loyalty

Improve customer retention

Strengthen security

Financial Service and Insurance Use Cases

DLVRD empowers financial institutions and insurance providers with innovative communication tools to streamline processes, enhance customer engagement, and deliver exceptional service.

Launch targeted financial campaigns and optimize with analytics

Automate client onboarding with tailored instructions and progress tracking

Centralize financial planning and automate recurring processes

Use A/B testing for personalized financial offers and follow-ups

Provide 24/7 support with chatbots and tailored financial assistance

Greet new customers with tailored and personalized messages

Provide reassurance with instant confirmations for transfers or payments

Payment Reminders to Avoid Missed Due Dates

DLVRD helps insurance providers and financial institutions reduce late payments with automated reminders. Clients receive timely alerts and secure payment links that make paying on time easy and stress-free.

Send personalized reminders a few days before the due date

Include secure payment links for quick mobile checkout

Trigger follow-ups on the due date with optional IVR call

Confirm successful payments with digital receipts via WhatsApp and Email

Increase on-time payments and reduce policy lapses or service interruptions

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