Herbie Functions;
BFSI Specific Functions
• Sales Management of BFSI Products
• Customer Onboarding with real-time upload of documents and filling of forms online.
• KYC can be done real time
• KYC Updation can also happen over the Bot
• Branch Location / Contact Details with Location Map
• Product Details and obtain Brochures
• Appointment Scheduling with Sales Team
• Generate Lead with OTP Validation • Banking Specific Functions
• Existing Customer – OTP Validation with Security Questions verification
• Multi Relationships in single view
Account Balance
Cheque Book Request Download eStatement Fund Transfer PIN Change Address Change
Chequebook Request
Statement Request Stop Payment Card Hot listing KYC Updation Any Other Transaction….
Herbie - Financial Services / Insurance / Securities
Get Status of Policies Download eStatement New Stock Buy / Sell Balance Enquiries Raise Tickets / Queries Address Change
Get Status of Investments
Block Buy / Sell Claim on Bot KYC Updation Any Other Transaction…. Statement Request
Herbie - Retail Function
New Product Enquiry
Working Hours Enquiry Track Delivery Loyalty Points Statement What is New?
Locations / Maps
Track Invoice Return Policy Current Offers Any Other Transaction
Herbie - Healthcare Function
Facilities Enquiries
Appointment Fixing Prescription Review History Queries / Clarifications
Doctor Enquiries
Update readings like BP/ Sugar etc. Medical records download Suggestions Any Other Transaction.
Herbie - Government Function
Multi Department Bot
Working Hours Documents download Get outstanding Queries / Clarifications
Locations / Maps
Clarifications on enquiries Pay feels online Upload KYC Documents Any Other Transaction….
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