Access Digital’s conversational banking provides a blended communication solution that lets your customers decide how to engage. The inline Chatbot gives users the 24/7 speed and ease of use. The Chatbot is the perfect self-service tool for addressing common banking questions. Users can also engage directly with your support team. Access Digital offers Live Chat, bringing the branch experience to the digital platform. Blending automated and live communication, Conversational Banking is secure, reliable, and easy to use. Improve the customer experience by offering engagements tailored to individual needs.
Charts and graphs provide easy-to-read financial summaries and insights
Document and categorize with pictures of receipts and purchases—it’s like a digital banking scrapbook
Tag and favorite payments, expenses, and transaction histories.
Dark mode settings offer custom environments based on user preferences
The Access Digital Chatbot offers instant, on-point responses to your users’ questions using machine learning to provide accurate, detailed responses and rich content like hyperlink resources, suggestion chips, and images. We offer a starting knowledge base for common questions regarding products and services. You’ll see ongoing knowledge base improvement as the automated system learns your users’ needs.
Sometimes, you need to talk to a person. Access Digital’s Live Chat lets users speak or text directly with your banking professionals. Live Chat is the leading digital contact method and has proven to increase customer service satisfaction. The versatile Live Chat feature lets your team bring the branch experience online.
Charts and graphs provide easy-to-read financial summaries and insights
Create ease of use and let banking specialists know who they’re talking to.
Turn on screen share for quick and easy communication and resolution.
Document and categorize with pictures of receipts and purchases—it’s like a digital banking scrapbook
Missed call notifications documentation allow banking specialists to track sessions to resolution.
Know where you’re at in the process with the customer chat history documentation.
Extend your digital experience to Spanish-speaking members with localized Chatbot and Live Chat support.
We’ve expanded our Conversational Banking solution to support Spanish speakers — enabling better service, improved satisfaction, and reduced call center volume and cost.
Supports FAQs, navigation, balance inquiries, transfers, and more. It also increases accessibility for Spanish-speaking members, helping to boost engagement and satisfaction.
With Spanish Live Chat, member-facing UI elements are automatically localized based on Access Digital’s language settings, making the experience feel native and intuitive. The agent interface remains in English, but agents can respond in Spanish — minimizing the need for dedicated bilingual staff. Live Chat automatically detects language and allows seamless mid-conversation switching, enhancing the user experience and reducing call center load.
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It’s like having a subject matter expert in your pocket.
Larry Blaney
SVP of Revenue
Access Softek
Credit Unions see steady growth in members choosing chat as their preferred support channel, thanks to faster answers and always-on availability.
Our platform delivers instant, AI-powered answers anytime. For full coverage, Access Softek can provide trained live chat agents to represent your credit union around the clock, on our platform or yours.
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