Bots are Taking Over the Finance Industry's CRM Post Funnel

Finance, a traditionally risk-averse sector, is ahead of most industries, at least when it comes to using robots for customer interaction. Bank bots will soon be managing accounts, reminding users to pay bills, and giving advice on loans and investments. Banks have already dabbled in introducing automated customer service, especially for fairly predictable requests. Mobile banking via SMS started in 2003, enabling functions such as moving money around your own accounts or checking your balance and transaction history. But text prompts were often unwieldy, far from what a normal conversation should sound like, unless you communicate in code when speaking to your tellers.