Smart AI Loan Assistant
Smart AI Loan Assistant
Smart AI Loan Assistant
Smart AI loan assistant enabling users to reduce interest costs by 20%
Smart AI loan assistant enabling users to reduce interest costs by 20%
Timeline
Timeline
Timeline
Product type
Product type
Product type
Platform
Platform
Platform
Industry
Industry
Industry
Introduction
Introduction
Creditcure financial assistant helps users identify loans with high interest payments, and helps them reduce interest burden by 20%
Creditcure financial assistant helps users identify loans with high interest payments, and helps them reduce interest burden by 20%
Product Overview
Product Overview
Creditcure AI Assistant is a WhatsApp first AI assistant for creditcure customers. It can help users get information about their credit scores, identify high interest loans and also help them transfer loan to another bank, hence saving them on interest payments
Creditcure AI Assistant is a WhatsApp first AI assistant for creditcure customers. It can help users get information about their credit scores, identify high interest loans and also help them transfer loan to another bank, hence saving them on interest payments
Challenge
Challenge
1. Identifying Customer Intent based on WhatsApp Chat:
One of the initial problems that arrises in building chat based systems is identifying the intent of the user. The user can say any sentence and in any language or format. Identifying the correct intent based on that message will accordingly allow the user further actions. For Creditcure, it was identifying intent of getting loan information, identifying savings, new bank routing or general inquiries.
What We Did
We built an intent agent which was fine-tuned to identify the intent of the user. The intent to be identified was of loan information, identify savings, bank routing, or general query intent. Whenever a new user input is received, this agent identifies the user intent and accordingly redirect the user flow to respective flow.
1. Identifying Customer Intent based on WhatsApp Chat:
One of the initial problems that arrises in building chat based systems is identifying the intent of the user. The user can say any sentence and in any language or format. Identifying the correct intent based on that message will accordingly allow the user further actions. For Creditcure, it was identifying intent of getting loan information, identifying savings, new bank routing or general inquiries.
What We Did
We built an intent agent which was fine-tuned to identify the intent of the user. The intent to be identified was of loan information, identify savings, bank routing, or general query intent. Whenever a new user input is received, this agent identifies the user intent and accordingly redirect the user flow to respective flow.
Solution
Solution
We designed database for this CRM in a way that is robust and can successfully navigate the complex mesh of database relationships across contacts, deals, and organisations.
We designed database for this CRM in a way that is robust and can successfully navigate the complex mesh of database relationships across contacts, deals, and organisations.
Results
Results
Result was robust deal management in aesthetically beautiful kanban board, which helps users manage multiple deals in multiple different stages. These deals are with different contacts and organisations, led by sales executives.
Result was robust deal management in aesthetically beautiful kanban board, which helps users manage multiple deals in multiple different stages. These deals are with different contacts and organisations, led by sales executives.
Conclusion
Conclusion
Over 2k+ deals closed on the custom CRM, and continues to scale effortlessly for our client.
Over 2k+ deals closed on the custom CRM, and continues to scale effortlessly for our client.
"We have worked with multiple agencies but SnapTech Project's process, and quality oriented approach has been the best"
Ankit Agrawal
CEO and Co-Founder @MyDNAPedia
"We have worked with multiple agencies but SnapTech Project's process, and quality oriented approach has been the best"
Ankit Agrawal
CEO and Co-Founder @MyDNAPedia
"We have worked with multiple agencies but SnapTech Project's process, and quality oriented approach has been the best"
Ankit Agrawal
CEO and Co-Founder @MyDNAPedia
Ready to Launch Faster & Smarter?
Ready to Launch Faster & Smarter?
Let’s turn your product vision into reality — without the technical headache
Let’s turn your product vision into reality — without the technical headache