Just 14 days after the onboarding, Fintiba took their chatbot live. When they first implemented Fintibot, as they decided to call their Solvemate chatbot, they had to overcome the challenge that a lot of users still preferred to talk to a human, regardless of the complexity of their request. Their strategy was to educate these users on the fact that for more common queries, they will get to a solution faster through interaction with the bot. They achieved this via email communication - once a user sent a support ticket via the support email address, they received an auto reply suggesting for them to use the chatbot instead to get to a solution faster. Furthermore, Fintiba restricted the support access on their contact web page to only Fintibot in the first instance, not showing phone number or direct email address there any longer. Also, they implemented communication about Fintibot in their transactional emails that customers receive along the process.

After this initial hurdle was overcome, the focus was to enable the chatbot to handle even highly personalised requests. Fintiba achieved this by using Solvemate’s Personalisation feature Routines.

The chatbot is currently solving two highly personalised requests:

• The customer can change their arrival date directly from within the chatbot which is saving a lot of time and manual effort for the support agents.
• The customer can request for the chatbot to resend their documents via email (many customers are from countries with unstable internet connection, making email a more convenient choice than downloading a document from within the bot.)

To trigger these personalised Routines, the customer needs to input their unique support code from their customer profile in combination with their registered email address. This procedure ensures maximum security throughout the process.

Fintibot has a seamless integration with CRM-system Zendesk. Each time a user needs to reach a human agent, they can either send an email or call, directly from the widget.
Fintiba’s support agents prefer the tickets coming from the chatbot to tickets from other channels, since the bot tickets provide all the needed information to directly solve the customer requests.

For example, when a user wants to change a mobile phone number associated with their account, they can fill out the relevant information and attach a selfie for identification purposes to the respective form in the chatbot. Once the support agent receives the form, they can proceed to change the customer phone number w/ this proof of identity. The chatbot is integrated on both Fintiba’s mobile app and website, ensuring an efficient user channelling through the chatbot. They went as far as removing their email address and contact forms from the website, so that everything goes through the chatbot first, alleviating pressure from their support team.

By implementing the Solvemate chatbot to automate standardised and simple requests, Fintiba found they were able to dedicate more saved time to the trickier cases that require the support agents’ empathy and complex problem-solving skills. By inserting two personalised Routines, Fintiba is now able to resolve even complex cases through the bot which resulted in an average CSAT score of 75%.

Solvemate and Fintiba work very closely together. Solvemate conducts user testing for Fintiba and then shares the findings with the Fintiba team. The Solvemate team even went to shadow the Fintiba support team to gain a better understanding of how their agents work. It was a day filled with learnings and we realised how much the support agents love Solvemate tickets due to the structured input and quick time to resolution!

Fintiba takes part in Solvemate’s quarterly product workshops and UX testing, to give their feedback about the platform and how it can be improved.

The strong feedback loop between Fintiba and Solvemate ensures that they get the best out of the chatbot and Solvemate gets insights on what matters to the end customers from a UX perspective.