Over the past year, mortgage advisers have been inundated with enquiries as UK house prices rose sharply. With prices now falling, advisers are getting a chance to take a breath and look at how they can take the services and experiences they offer customers to the next level. In a world where we all expect seamless, fast digital experiences as standard, technology is fundamental to this upgrade and Artificial Intelligence (AI) in particular has a key role to play. And that’s where Meet Parker comes in.
How We’re Using AI To Take Your Customer Experiences to a New Level
Communicate, our new client engagement solution powered with IBM Watson AI solutions for business, can help your business automate multi-channel customer services at scale
At Meet Parker, we take pride in helping mortgage advisers, wealth and protection advisers, estate agents, banks and others, to convert more leads, cross-sell additional policies and retain more clients, by harnessing the power of AI. Collaborating with IBM has played a fundamental role in developing this offering and growing our business, allowing us to tap into the powerful suite of IBM Watson AI solutions for business, delivered via the secure IBM Cloud.
Working with IBM to test different solutions based on client feedback and product performance, it became clear that there is a compelling use case for combining engaging digital applications and conversational marketing. Together, they can turbo charge client engagement outcomes.
Introducing Communicate – a new multi-channel client engagement solution
Taking this insight forward, we have worked hard on growing our platform to give finance intermediaries in the real estate sector the cutting edge when it comes to marketing technology. The fruit of that labour is Communicate, a new conversational marketing solution, powered by IBM Watson Assistant, that gives advisers control over where and how they engage clients, leading to increased cross-penetration, consumer satisfaction and ultimately client retention.
With Communicate, advisers can create outbound marketing campaigns that can be delivered on the platforms their clients prefer, whether it’s WhatsApp, WeChat, SMS, AI-enabled telephone calls, Instagram, Facebook, branded emails and more. The solution allows clients to differentiate their multi-channel customer communications to align with their brand style and different customer service scenarios.
It works like this. First, Communicate sends a relevant message to a client, such as a prompt for them to consider taking out life insurance after moving into their new home, via the preferred channel. Leveraging Watson Assistant, Communicate is able to ensure the relevance of the message using data from the client’s demographics, such as the type of mortgage they’ve taken out or whether they have children. Our virtual assistant, Parker – also powered by Watson Assistant - then creates and facilitates a virtual chat with that client, through the same channel. Parker will assign each enquiry to the relevant staff member via a ticketing system in the chat, creating a faster, easier, more efficient service experience for the customer.
Leveraging the powerful AI capabilities of Watson Assistant has ultimately allowed Meet Parker to innovate quickly and grow as a disruptor in financial services technology, challenging the norms of Eloqua, Mailchimp and other marketing automation platforms used in Financial Services.
Communicate - The First Omnichannel Conversational Marketing Solution for Financial Services.