Move from Generic Offers to Meaningful Financial Guidance
Amity Solutions’ Virtual Advisor helps financial institutions engage customers with personalized, conversation-driven recommendations. The AI understands individual financial goals, risk tolerance, and spending behavior—delivering relevant knowledge, product suggestions, and proactive alerts. When advice goes beyond defined boundaries, the experience transitions smoothly to a human advisor.
Business Impact
- Increase engagement with personalized financial interactions
- Improve upsell and cross-sell effectiveness using real customer insights
- Help customers better understand financial products and manage spending
- Strengthen long-term customer trust and financial well-being
Core Capabilities
Personalized Financial Insights
Understand customer goals, preferences, and risk appetite
Seamless Human Handoff
Escalate complex cases to human advisors smoothly
Continuous Learning
Capture conversation insights to improve offerings and portfolios
Smart Product Recommendations
Suggest relevant financial products, investments, or add-ons
Spending Analysis & Alerts
Monitor spending patterns and notify customers of unusual behavior
Deliver personalized financial advice at scale without losing the human touch.
Connect with the experts at Amity Solutions to explore how a Virtual Advisor can enhance customer engagement, improve financial well-being, and unlock new growth opportunities.
