Retail Banking
December 1, 2020
Chatbot/Virtual Assistant
Data
Algoan provides a consumer onboarding platform for credit institutions and brokers
Created in 2017, Algoan is the result of a French fintech’s pivot from B2C to B2B (Yelloan, founded in 2015). Their product simplifies the conditions of access to credit, while meeting the requirements of banking institutions.
July 28, 2020
Insurance
GetBucks delivers seamless financial services to banked and 'unbanked' consumers throughout Africa
GetBucks helps you to manage your credit profile and your budget, while offering personalized credit based on positive behaviour, which allows for better repayment terms and declining rates.
November 3, 2017
Insurance
Sozen is a continuous accompaniment plateform for insurers
Sozen is a continuous support platform enabling insurance, mutual and provident companies to assist their clients in problems of everyday life.
September 15, 2017
Insurance
Spixii is an insurance chatbot that help customers through all the steps of the value chain
Spixii is a robot able to discuss with an insurance’s potential customer regarding all subjects related to the client relation, from the purchasing to the claim management
September 15, 2017
Asset / Wealth Management
Betterment is the largest independent online financial advisor with more than $9 billion in assets under management.
Betterment has revamped its pricing and added two new service levels that offer investors access to financial advisors. The company now has three plan options: Betterment Digital, its legacy offering, doesn’t have an account minimum and charges 0.25%. Betterment Plus and Betterment Premium provide tiered access to financial advisors in exchange for higher fees and account minimums.
August 3, 2017
Retail Banking
USAA has integrated customer reviews on its online catalogue in order to favor dialogue and transparency
The USAA insurance group has launched a smart virtual assistant available on mobile app, that is able to answer automatically to customers questions related to their bank account
May 6, 2016
Retail Banking
"Talk to Chuck" an expert service from Charles Schwab
“Talk to Chuck” is a campaign used by Charles Schwab in order to promote the proximity of advisors with their customers
May 4, 2016