BANKING USE-CASES

AI-Powered Financial Hardship Assistance

Streamline customer support with our intelligent agentic workflow that guides customers through financial hardship applications with empathy and efficiency.

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AI-powered financial hardship assistance

The Challenges of Financial Hardship Processing

Manual processing of hardship applications is time-consuming and prone to errors, leading to delays in customer assistance.

Time-Consuming Process

Manual processing of hardship applications can take days or weeks, delaying critical assistance to customers in need.

Inconsistent Experience

Customers in financial distress often struggle to navigate complex application processes, increasing their frustration.

Compliance Risks

Inconsistent assessment criteria can lead to unfair outcomes and compliance risks for financial institutions.

Emotional Burden

Limited visibility into application status leaves customers in the dark and increases support call volumes.

Our AI-Powered Solution

Our AI agents guide customers through the application process, ensuring all required information is collected accurately.

Reduced Processing Time

Automated assessment based on customisable criteria ensures fair and consistent evaluation of hardship applications.

Improved Customer Experience

Real-time status updates and proactive communication keep customers informed throughout the process.

Enhanced Compliance

Comprehensive analytics provide insights into hardship trends, helping institutions optimise their support strategies.

Human-in-the-Loop

The customer receives personalised assistance based on their specific financial situation and needs.

Interconnected financial solutions

Seamlessly Integrated Solutions

Our banking solutions integrate seamlessly with your existing systems, providing a comprehensive ecosystem that enhances your financial hardship assistance processes.

  • Seamless integration with your existing banking systems
  • Compatible with major CRM and ERP platforms
  • Secure API connections for real-time data exchange
  • Customisable integration options to suit your specific needs

Key Features of Our AI-Powered Solution

Discover the powerful features that make our AI-powered solution stand out.

Reduced Processing Time

Automated assessment based on customisable criteria ensures fair and consistent evaluation of hardship applications.

Improved Customer Experience

Real-time status updates and proactive communication keep customers informed throughout the process.

Enhanced Compliance

Comprehensive analytics provide insights into hardship trends, helping institutions optimise their support strategies.

Human-in-the-Loop

The customer receives personalised assistance based on their specific financial situation and needs.

The Agentic Workflow in Action

The customer initiates a hardship application through their preferred channel (web, mobile, or phone).

Initial Customer Contact

The AI agent greets the customer and identifies their need for financial hardship assistance, establishing a supportive and empathetic tone from the start.

Key Features:

  • Natural language understanding
  • Empathetic conversation design
  • Immediate response availability
1

AI Agent: Hello, I'm here to help with financial hardship applications. May I ask what type of assistance you're looking for today?

Customer: I've lost my job and I'm having trouble making my mortgage payments.

AI Agent: I'm sorry to hear about your job loss. I'll help you apply for mortgage hardship assistance. I'll need some information about your financial situation. Is that okay?

Customer: Yes, that's fine. What do you need to know?

2

Information Gathering

The agent sensitively collects relevant financial information, explaining why each piece of information is needed and how it will be used.

Key Features:

  • Contextual questioning
  • Privacy-first approach
  • Clear explanations of information needs

Knowledge Base Integration

The agent accesses the bank's financial hardship policies and regulatory requirements to provide accurate guidance tailored to the customer's situation.

Key Features:

  • Real-time policy access
  • Regulatory compliance checks
  • Situation-specific guidance
3

AI Agent: Based on your situation, you qualify for our Mortgage Relief Program. This allows for reduced payments for up to 6 months while you search for new employment.

Customer: That sounds like exactly what I need. How do I apply?

AI Agent: I'll help you complete the application right now. I've already filled in the information you provided. Let's review the form together to make sure everything is correct.

Customer: Great, that makes it much easier. Let's go through it.

4

Form Completion Assistance

The agent pre-fills application forms with collected information and guides the customer through any complex sections that require additional input.

Key Features:

  • Intelligent form pre-filling
  • Step-by-step guidance
  • Plain language explanations

Transform Your Financial Hardship Process Today

Join leading financial institutions that are using Alesko.ai to streamline hardship assistance and improve customer outcomes.