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Personetics, Backbase, and eGain do not maintain publicly available comprehensive lists of the clients they work with. The compilations provided in this research were obtained from mentions on their websites and social media platforms, such as LinkedIn.

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1. PERSONETICS

Clients

  • Personetics does not maintain a publicly available comprehensive list of the clients it works with. The company claims to serve over 65 million bank customers globally, with six of the top 12 banks in North America and Europe counting among its clients. The following are some financial institutions mentioned on its website.
    • Ally Financial, whose website can be found here.
    • United Overseas Bank Limited (UOB)’s TMRW digital bank, whose website can be found here.
    • U.S. Bancorp, whose website can be found here.
    • The Royal Bank of Canada (RBC), whose website can be found here.
    • United Overseas Bank Limited, whose website can be found here.
    • Huntington Bancshares Incorporated, whose website can be found here.
    • AXA Bank Belgium, whose website can be found here.
    • Hyundai Card, whose website can be found here.
    • BGL BNP Paribas, whose website can be found here.
    • Banca Transilvania S. A, whose website can be found here.
    • Metro Bank, whose website can be found here.
    • Israel Discount Bank, whose website can be found here.
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Press Scan

(i)Why Everyone Is Loving RBC’s NOMI Digital Banking Assistant

  • A link to the article, published on July 14, 2020, can be found here.
  • The article discusses various capabilities of NOMI, RBC’s digital banking assistant, that are all based on Personetics‘ Engage AI platform.

(ii) AI-Powered Personetics: Boosting Customer Engagement in the Digital Era

  • A link to the article, published on February 2, 2020 can be found here.
  • The article provides an in-depth analysis of Personetics’ customer engagement solutions, including its financial guidance chatbot solution.

(iii) Personetics: An AI-Powered Engagement Platform that Helps Banks Boost Customer Engagement and Product Adoption

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  • A link to the article, published on January 2, 2020, can be found here.
  • The article discusses Personetics’ solutions to the platform differentiation and customer engagement challenges faced by financial institutions as they undergo digital transformation.

(iv) The Chatbot Landscape — 20 Chatbot Applications Across Industries

  • A link to the article, published on August 23, 2019, can be found here.
  • The article features Personetics among providers of chatbot solutions currently being used across multiple industries, including banking. It highlights the product’s various features, including some common questions the chatbot can answer and integrations supported by the product.

2. BACKBASE

Clients

  • Backbase does not maintain a publicly available comprehensive list of the clients it works with. The company claims to serve more than 120 financial institutions. The following are some of those mentioned on its platforms, including its website and LinkedIn account.
    • ABN AMRO, whose website can be found here.
    • Bank ABC, whose website can be found here.
    • Barclays, whose website can be found here.
    • BPI, whose website can be found here.
    • CheBanca!, whose website can be found here.
    • Citizens Lightstream, whose website can be found here.
    • Credit Suisse, whose website can be found here.
    • Fidelity, whose website can be found here.
    • HDFC, whose website can be found here.
    • IDFC, whose website can be found here.
    • KeyBank, whose website can be found here.
    • Ila Bank, whose website can be found here.
    • Me Bank, whose website can be found here.
    • Navy Federal, whose website can be found here.
    • PostFinance, whose website can be found here.
    • RBC, whose website can be found here.
    • The Royal Bank of Scotland (RBS), whose website can be found here.
    • Standard Bank, whose website can be found here.
    • Societe Generale, whose website can be found here.
    • Truist, whose website can be found here.
    • U Bank, whose website can be found here.
    • Westpac, whose website can be found here.
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Press Scan

  • Although we could not uncover articles in the press explicitly focusing on the company’s chatbot application, we found some articles highlighting the company’s overall customer engagement solutions, which have been provided below.

(i) Backbase Named a Digital Banking Engagement Leader by Forrester

  • A link to the article, published on July 23, 2020, can be found here.
  • The article discusses digital optimization within the fintech industry landscape, with a particular focus on Backbase, which Forrester named as a leader in customer engagement solutions.

(ii) Backbase and Mambu Partner on SaaS Banking Platform

  • A link to the article, published on May 28, 2020, can be found here.
  • The article discusses the partnership between Backbase and Mambu, a Berlin-based cloud banking platform, to jointly provide turnkey digital banking solutions. Backbase is featured as a platform empowering financial institutions to “build exceptional customer experiences for a digital-first world.”
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(iii) Backbase Ships New Onboarding Kit

  • A link to the article, published on March 3, 2020, can be found here.
  • The article discusses the launch of Backbase’s Onboarding & Origination solution, which allows financial institutions to fully digitize and optimize their clients’ buying experiences and onboarding and product origination operations.

(iv) Backbase Debuts ‘Backbase-as-a-Service’ to Help Banks Innovate at Scale & Remove Infrastructure Hurdles

  • A link to the article, published on January 14, 2020, can be found here.
  • The article discusses the launch of the company’s Backbase-as-a-Service solution, which provides the technological infrastructure required by financial institutions to allocate resources to the development of new features and services to their clients, with minimal concern for security, set-ups, and updates, therefore, enhancing the customers’ overall experience.

3. eGAIN

Clients

  • eGain does not maintain a publicly available comprehensive list of the clients it works with. The following are some financial institutions mentioned on its website and case studies.
    • Barclays, whose website can be found here.
    • African Bank Limited, whose website can be found here.
    • AXA Bank Belgium, whose website can be found here.
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Press Scan

(i) eGain Adds Google’s Business Messages Support to its Messaging Hub

  • A link to the article, published on July 16, 2020, can be found here.
  • The article highlights eGain’s recent advancements in customer engagement solutions by adding Google’s business messages into the list of applications supported by the company’s products.

(ii) Top Customer Service Chatbots Startups

  • A link to the article, published on July 16, 2020, can be found here.
  • The article features eGain as one of the most interesting and top-ranked customer service chatbot applications out of 487 customer service chatbots companies.

(iii) eGain Makes Disruptive Free Chatbot and Digital Desktop Offer for Upcoming Annual Conference

  • A link to the article, published on September 25, 2019, can be found here.
  • The article highlights eGain’s chatbot application, which was being offered freely at its Experience 360™ conference on October 15, 2019. The company’s chatbot application is featured for its easy deployment across various customer touchpoints, including Apple Business Chat, SMS, their websites, and Facebook Messenger.
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(iv) eGain Reimagines Conversational Customer Engagement with eGain Messaging Hub

  • A link to the article, published on June 16, 2020, can be found here.
  • The article highlights the expansion of eGain’s messaging capabilities to allow clients to connect, solve, and optimize customer messaging easily. The company’s Bring Your Own Bot (BYOB)™ architecture is featured for its accommodation of other bots from clients, where they can plug them in as necessary during the messaging process.
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