RETAIL BANKING

Transforms financial services through intelligent automation

Metafore's Digital Agent for Banking transforms financial services through intelligent automation. From customer acquisition to collections, we orchestrate every interaction with contextual understanding and personalized service delivery.

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Core Operations

Complete automation for banking operations

ACCOUNT MANAGEMENT

Customer Acquisition and Onboarding

Automated account opening, KYC verification, product inquiries, and seamless digital onboarding experiences.

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Customer Acquisition and Onboarding

Automated account opening, KYC verification, product inquiries, and seamless digital onboarding experiences.

Customer Acquisition and Onboarding

Automated account opening, KYC verification, product inquiries, and seamless digital onboarding experiences.

01

Account & Deposit Management

Checking, savings, debit cards, credit cards, loans, mortgages; Fixed and recurring deposits with renewal and termination processing.

02

Account & Deposit Management

Checking, savings, debit cards, credit cards, loans, mortgages; Fixed and recurring deposits with renewal and termination processing.

Account & Deposit Management

Checking, savings, debit cards, credit cards, loans, mortgages; Fixed and recurring deposits with renewal and termination processing.

02

Payments & Transfers

Personal and business payments, beneficiary and biller management, overdraft setup and protection.

03

Payments & Transfers

Personal and business payments, beneficiary and biller management, overdraft setup and protection.

Payments & Transfers

Personal and business payments, beneficiary and biller management, overdraft setup and protection.

03

Service Operations

Loan Services

End-to-end loan origination, credit card processing, payoff calculations, quote requests, and guided payoff processes.

01

Loan Services

End-to-end loan origination, credit card processing, payoff calculations, quote requests, and guided payoff processes.

Loan Services

End-to-end loan origination, credit card processing, payoff calculations, quote requests, and guided payoff processes.

01

Security & Access Management

PIN resets, access code management, secure authentication, and account protection services.

02

Security & Access Management

PIN resets, access code management, secure authentication, and account protection services.

Security & Access Management

PIN resets, access code management, secure authentication, and account protection services.

02

Documents & Support Services

Statement generation, certificates, document requests, safety boxes, rewards programs, and ancillary product management.

03

Documents & Support Services

Statement generation, certificates, document requests, safety boxes, rewards programs, and ancillary product management.

Documents & Support Services

Statement generation, certificates, document requests, safety boxes, rewards programs, and ancillary product management.

03

Collections

Intelligent debt recovery and management

Ensuring faster recovery, improved customer experience, and reduced operational effort.

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  • Proactive Outbound Outreach

    AI-driven campaigns targeting at-risk accounts before delinquency occurs.

  • Promise-to-Pay

    Automated payment commitment tracking and follow-up scheduling.

  • Instalment Plan Negotiations

    Real-time payment plan creation based on customer financial capacity.

  • Escalation Management

    Smart routing to appropriate collection tiers based on account status and customer behavior.

  • Proactive Outbound Outreach

    AI-driven campaigns targeting at-risk accounts before delinquency occurs.

  • Promise-to-Pay

    Automated payment commitment tracking and follow-up scheduling.

  • Instalment Plan Negotiations

    Real-time payment plan creation based on customer financial capacity.

  • Escalation Management

    Smart routing to appropriate collection tiers based on account status and customer behavior.

  • Proactive Outbound Outreach

    AI-driven campaigns targeting at-risk accounts before delinquency occurs.

  • Promise-to-Pay

    Automated payment commitment tracking and follow-up scheduling.

  • Instalment Plan Negotiations

    Real-time payment plan creation based on customer financial capacity.

  • Escalation Management

    Smart routing to appropriate collection tiers based on account status and customer behavior.

Cross-sell and Upsell

Maximize customer value through intelligent recommendations

Unlock deeper customer value with intelligent, context-aware recommendations.

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Campaign Management

Data-driven campaign creation and optimization based on customer segments.

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Campaign Management

Data-driven campaign creation and optimization based on customer segments.

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Campaign Management

Data-driven campaign creation and optimization based on customer segments.

02

Campaign Execution via Outbound Calling

Automated outreach with personalized offers at optimal contact times.

02

Campaign Execution via Outbound Calling

Automated outreach with personalized offers at optimal contact times.

02

Campaign Execution via Outbound Calling

Automated outreach with personalized offers at optimal contact times.

03

Lead Classification

AI-powered lead scoring and prioritization for maximum conversion.

03

Lead Classification

AI-powered lead scoring and prioritization for maximum conversion.

03

Lead Classification

AI-powered lead scoring and prioritization for maximum conversion.

04

Opportunity Management

Real-time tracking and nurturing of sales opportunities across products.

04

Opportunity Management

Real-time tracking and nurturing of sales opportunities across products.

04

Opportunity Management

Real-time tracking and nurturing of sales opportunities across products.

Enterprise Impact

Enterprise Impact

Metafore's banking orchestration intelligence bridges customer service, risk management, and sales operations to enable:

24/7 automated customer service without human intervention

aProactive collections reducing delinquency rates by 40%

Intelligent cross-selling increasing product adoption by 3x

Unified agent workspace across all banking operations

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24/7 automated banking service

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24/7 automated banking service

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24/7 automated banking service

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Proactive collections

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Proactive collections

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Proactive collections

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Intelligent cross-selling

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Intelligent cross-selling

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Intelligent cross-selling

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Unified agent workspace

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Unified agent workspace

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Unified agent workspace

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Transform Your Banking Operations

Discover how Metafore's ^agent can revolutionize your financial services and deliver exceptional customer experiences at every touchpoint.

Contact Now

Contact Now

Explore More

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contact us

Transform Your Banking Operations

Discover how Metafore's ^agent can revolutionize your financial services and deliver exceptional customer experiences at every touchpoint.

Contact Now

Contact Now

Explore More

Explore More

contact us

Transform Your Banking Operations

Discover how Metafore's ^agent can revolutionize your financial services and deliver exceptional customer experiences at every touchpoint.

Contact Now

Contact Now

Explore More

Explore More