SENDGAGE.AI FOR
BANKING.

Transform customer experience with intelligent automation. Increase activation, retention, and product conversion.

Key Cases

• Card Activation & Onboarding: Client receives a card, bot automatically helps activate it, set PIN via USSD, and explains personal cashback terms.
• Deposit Retention: When a deposit is closing or expiring, the bot proactively offers a higher rate or bonus for prolongation, checking eligibility via billing API.
• Smart Lending & Installments: Bot analyzes spend; a large purchase triggers an offer to convert it to an installment plan or take a credit with a pre-approved limit.
• AI Consultant (L1 Support): Uses GPT-5.1 for unstructured questions: currency rates, branch locations, product terms. Complex topics are automatically routed to an operator.
• Digital Mortgage: Collects client data (ID, phone, income), sends to scoring of 3 partner banks, and issues a decision in minutes entirely within the chat.
• Data Update (KYC): Automatic proactive request to update ID or address with capability to upload photo documents directly in chat for verification.
• Payment Reminder: Soft reminder 3 days before payment with a 'Pay in app' button. Avoids aggressive collection tone while improving discipline.
• Geo-position Unblocking: If card is used abroad, bot asks 'Is this you?'. Upon confirmation, it automatically unblocks the card via API without a call to the bank.
• Branch Visit NPS: Automatic service rating after visiting a branch. Low score (0-6) creates a HIGH priority ticket for the branch manager.
• Referral Program: Auto generation of unique referral links. Bot tracks registrations and automatically accrues bonuses to both the inviter and the invitee.