Insait

About Insait

Insait offers a GenAI-based Digital Agent that utilizes conversational AI to engage customers in real-time, collecting data to deliver personalized financial service recommendations. This technology enhances customer interactions, increasing conversion rates by 30-100% while facilitating meaningful outcomes such as appointment scheduling and account openings.

```xml <problem> Financial service institutions often struggle to engage website visitors effectively, leading to low conversion rates and missed opportunities for personalized service recommendations. Traditional website forms offer limited interaction, failing to capture key customer data and provide immediate, relevant responses. </problem> <solution> Insait provides a GenAI-powered Digital Agent designed to enhance customer engagement and boost conversions for financial service providers. The Digital Agent uses conversational AI to interact with customers in real-time, collecting data and responding with personalized offers based on pre-defined business rules. By driving conversations toward specific goals, such as appointment scheduling or account openings, the Digital Agent facilitates meaningful outcomes and provides a comprehensive dashboard for tracking chat histories and engagement statistics. The platform integrates with existing CRM systems and supports omnichannel communication, ensuring a seamless and consistent customer experience across all interaction channels. </solution> <features> - Conversational AI-driven interactions to engage customers in real-time - Personalized offer delivery based on customer data and business rules - Goal-oriented conversations focused on actions like appointment scheduling and account openings - Comprehensive dashboard for tracking chat histories and engagement statistics - Seamless integration with major CRM systems, including HubSpot and Salesforce - Omnichannel communication support across platforms like Twilio and Zendesk - Integration with internal systems for real-time access to account balances and CD opening assistance - Multilingual support to engage customers in their preferred language - On-premise deployment option - Regular penetration testing, including Matecules pentests, and SOC 2 compliance for data protection </features> <target_audience> Insait primarily targets financial service institutions, including banks and credit unions, seeking to improve customer engagement, increase conversion rates, and personalize financial service recommendations. </target_audience> ```

What does Insait do?

Insait offers a GenAI-based Digital Agent that utilizes conversational AI to engage customers in real-time, collecting data to deliver personalized financial service recommendations. This technology enhances customer interactions, increasing conversion rates by 30-100% while facilitating meaningful outcomes such as appointment scheduling and account openings.

Where is Insait located?

Insait is based in Tel Aviv, Israel.

When was Insait founded?

Insait was founded in 2022.

Location
Tel Aviv, Israel
Founded
2022
Employees
30 employees
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Insait

Score: 100/100
AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

Insait offers a GenAI-based Digital Agent that utilizes conversational AI to engage customers in real-time, collecting data to deliver personalized financial service recommendations. This technology enhances customer interactions, increasing conversion rates by 30-100% while facilitating meaningful outcomes such as appointment scheduling and account openings.

insait.io3K+
Founded 2022 – Tel Aviv, Israel

Funding

No funding information available. Click "Fetch funding" to run a targeted funding scan.

Team (30+)

Ilan Flax

COO

Idan Kepten

VP R&D

Company Description

Problem

Financial service institutions often struggle to engage website visitors effectively, leading to low conversion rates and missed opportunities for personalized service recommendations. Traditional website forms offer limited interaction, failing to capture key customer data and provide immediate, relevant responses.

Solution

Insait provides a GenAI-powered Digital Agent designed to enhance customer engagement and boost conversions for financial service providers. The Digital Agent uses conversational AI to interact with customers in real-time, collecting data and responding with personalized offers based on pre-defined business rules. By driving conversations toward specific goals, such as appointment scheduling or account openings, the Digital Agent facilitates meaningful outcomes and provides a comprehensive dashboard for tracking chat histories and engagement statistics. The platform integrates with existing CRM systems and supports omnichannel communication, ensuring a seamless and consistent customer experience across all interaction channels.

Features

Conversational AI-driven interactions to engage customers in real-time

Personalized offer delivery based on customer data and business rules

Goal-oriented conversations focused on actions like appointment scheduling and account openings

Comprehensive dashboard for tracking chat histories and engagement statistics

Seamless integration with major CRM systems, including HubSpot and Salesforce

Omnichannel communication support across platforms like Twilio and Zendesk

Integration with internal systems for real-time access to account balances and CD opening assistance

Multilingual support to engage customers in their preferred language

On-premise deployment option

Regular penetration testing, including Matecules pentests, and SOC 2 compliance for data protection

Target Audience

Insait primarily targets financial service institutions, including banks and credit unions, seeking to improve customer engagement, increase conversion rates, and personalize financial service recommendations.