Driansh Softtech

EngageOne for Banking, insurance & fintech

Fast answers for money questions, with control built in

Customers ask about payments, policies, loans and claims at all hours. EngageOne answers the routine ones, routes the rest to the right team, and keeps a record of who did what.
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What gets in the way

  • High volumes of repeat questions about status and charges
  • Claims and disputes need several teams to work together
  • Customer data must stay with the people allowed to see it
  • Every action needs an audit trail

Self-service

Answer status and policy questions instantly

The AI Assistant answers from your published FAQs and policy documents, and hands over to an agent when the customer needs one.
  • Answers from your own approved content
  • Hand-off to a person when needed
  • Help center articles for common processes

Teams

Claims, cards and loans in separate queues

Each product team works its own queue. Private notes let them share context without the customer seeing it.
  • Teams and inboxes by product
  • Custom roles limit who can see what
  • SLA targets for first response and resolution

Control

A clear record of every change

Audit logs record sign-ins and changes to inboxes, teams and rules. Sign-in can use two-factor and SAML single sign-on.
  • Audit logs for admin activity
  • Two-factor sign-in and SAML SSO
  • Option to run on your own servers

EngageOne features for Banking, insurance & fintech

AI Assistant

Answers common questions from your own content, day and night.

Security & self-hosting

Roles, audit logs, SSO and an option to host on your servers.

Teams

Route each conversation to the team that owns it.

Help center

Articles customers can search, on your own domain.

Automations

Assign, label and reply to chats by rules you set.

CSAT ratings

Ask for a rating when a conversation is resolved.

See EngageOne for Banking, insurance & fintech

Tell us how you talk to customers today. We'll show you a setup that fits.
Request a demo