With the majority of your potential clients communicating and transacting online, the combination of technology and automation in your business can no longer be ignored. Robotic Process Automation is driving innovation in the accounting and financial services industries, as service providers look to respond to the changing needs of customers in the digital economy. RPA allows you to automate many of your sales processes, achieving near real-time quoting across multiple platforms, while the rules-based system that RPA is based on, to mimic human tasks greatly reduces the incidence of errors. 

Introducing Conversational Artificial Intelligence to your sales strategy allows you to facilitate real-time interaction with customers, handle multi-layered queries while navigating the client towards their ideal financial solution. By deploying Chatbots, you can communicate across a broad range of channels, converting you into an automated 24/7 agent. From your Website, Whatsapp and SMS notifications, through to your CRM system, chatbots and conversational AI helps you to better understand your customer’s specific needs, creating tailored Quotations that meet their needs. 

By operating inside a Cloud environment, your team of financial experts can ensure a secure platform for customers, while enabling better collaboration and reporting between your team. No vital documents are ever lost on servers so, ultimately, quotations are processed quickly, accurately and with the full attention and customisation that they deserve.