Abe AI

Virtual Financial Assistant Overview

The Virtual Financial Assistant (VFA) by Abe.ai is a multi-tiered, AI-powered tool designed to manage a wide range of financial services. It is capable of handling common, unauthenticated service requests, securely performing banking transactions, and proactively suggesting opportunities for financial wellness based on personal financial habits. The VFA is customizable, allowing financial institutions to tailor its communication style to fit their brand and tone. It has been adopted by various financial institutions, including Copper State Credit Union and Kitsap Bank, to provide superior digital customer service.

Virtual Financial Assistant Highlights

• The VFA offers four tiers of service, ranging from managing common service requests to performing secure banking transactions.
• The tool is capable of proactively suggesting opportunities for financial wellness based on personal financial habits.
• The VFA's communication style is customizable, allowing it to fit the brand and tone of any financial institution.