Meeting customer expectations helps
with consistent engagements

70%

Customer interactions will be AI based and utilize chatbots by 2022

61%

Enterprises are using data effectively to create consistent customer engagements

68%

Companies are offering personalization in their communications

63%

Businesses have consistent customer journey roadmap

Meeting customer expectations helps with consistent engagements

70%

Customer interactions will be AI based and utilize chatbots by 2022

61%

Enterprises are using data effectively to create consistent customer engagements

68%

Companies are offering personalization in their communications

63%

Businesses have consistent customer journey roadmap

Varta use cases in the Banking Sector

Survey and feedback

Send dynamic feedback forms via various electronic channels, accept customer responses and transfer received response to a repository in real-time

Re-KYC made simple

Generate pre-filled editable PDFs for customers to validate information, attach identity proofs and submit to the bank digitally. Save on paper forms, scan & mail related costs

Audit and Compliance

Track communications for delivery, bounce, read, etc. Retain conversation trails with individual customers for audit purposes

Simplify wealth statements with pvideos

Generate and deliver personalized videos that explain complex wealth statements comprising of diverse portfolio products in an easy-to-understand format. Make your videos interactive to accept customer inputs and explain crucial scenarios with comprehensive advisory reports.

On-demand Statements & Tax certificates

Deliver information instantly as and when demanded by the customers from sources such as mobile app or web portal. Speed up generation & delivery of complex documents like GST Statement, Interest certificate, Amortization schedules and more.

Chatbot integration

Add muscle to your existing chatbots. Empower bots to deliver documents to the customers whenever requested.

One Bank. One Brand

Do your statements look consistent when generated from different applications?
Use Varta as the central engine to integrate with all your source systems like core banking, internet banking, mobile banking and make all your communications consistent.

Relationship statements

Create consolidated statements for multiple relationships and products like CASA, Credit Card, DEMAT, Term Deposits, Loans, etc. - To give your customers a complete view of their finances

Relationship statements

Discover how India's 2nd largest private bank transformed customer engagement with FCI to achieve ambitious revenue and efficiency goals.

One Bank. One Brand

Enhance your customers' experience with Varta

Hsbc-bank
kotak-mahindra-bank
Indusland-bank
RBL-bank
IDBI-bank
Bank-of-baroda
Bank-of-baroda
yes-bank
yes-bank

Have any questions? Contact us now


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