Open Account

Opening an account query in Finance can be a high-volume query. We can automate this query or just collect the needed information from customers to save agents time.

Open Account Flow

The open account flow typically involves the user submitting a request to open a new bank account. In this case, we’ll need some information from the customer:

• Personal details
• Identification documents 
• Account preferences

Then we can fulfil this query by using an API or just pass the information to an agent so that they can easily complete the process without having to ask any further questions and inform the customer. The information needed from customers depends on your business requirements.

If the user has questions or concerns, the bot can provide further information or connect the user to a live agent.

Design

This is a typical design for an open account flow within a bot: