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Intelligent Marketing

Overview of the solution

Telephone marketing is the main means of promoting financial products such as wealth management and loans in the finance industry. Huilan Technology Co., Ltd. has found the following dilemmas in telephone marketing in the financial industry. The answer rate of the phone is extremely low. Even if answered, the call is quickly hung up. The marketing personnel have very few effective conversations. A large amount of repetitive work without a sense of accomplishment brings negative emotions to marketing personnel. The enthusiasm for work is not high, and a large number of personnel are lost. Effective follow-up of calls is not recorded well, leading to inconvenience in subsequent statistics. The professionalism of marketing personnel varies greatly, and a unified standard cannot be provided to give customers a detailed introduction. The quality of the marketing personnel has a certain impact on the service quality. Therefore, providing intelligent robot marketing solutions for customers in the finance industry is necessary.

Overview of the solution

Function introduction

  • Visualized dialogue configuration

    Visualized dialogue configur...

    Huilan Technology Co., Ltd.  intelligent marketing solution provides a visualized dialogue process editor to support various AI applications in marketing scenarios. In the editing interface, the system provides a rich node management to meet the needs of dialogue process editing in different Q&A scenarios. It can set dialogue nodes, action nodes, judgment nodes based on the business scenario to make the business form a closed loop, so that the marketing robot can be more intelligent and emotional in customer service business.

  • multi-strategy task management

    multi-strategy task manageme...

    In order to save labor costs and improve work efficiency, the intelligent marketing robot supports a task management model of human-machine collaboration. It supports flexible configuration of marketing task user lists, calling times, calling times, etc. The outbound robot can have multiple rounds of conversations with customers and transfer to manual service. After completing the marketing task, the outbound call will automatically stop and the data will be saved. It also supports querying, analyzing, and exporting the data of outbound tasks through report generation.

  • precise intent recognition

    precise intent recognition

    Huilan Technology Co., Ltd 's independently developed intent recognition engine allows the robot to call on the intent recognition engine when interacting with visitors, to decrypt, understand, and recognize users' intentions. This helps users face the mass customer group through batch outbound, and helps marketing staff quickly grasp customer intentions by selecting the strength of customer intentions through the conversation time, conversation rounds, and key triggers of customer's conversation.

  • comprehensive customer management

    comprehensive customer manag...

    Huilan Technology Co., Ltd 's intelligent marketing solution provides customer relationship management function for unified management of customer information such as name, address, telephone number, and company. It supports tracking customer activities such as visiting websites, making calls, and having conversation consultations. It helps marketing staff in the financial industry manage and maintain customer relationships, increase interaction with customers, improve customer service quality, and complete more transactions.

  • intelligent telesales assistance

    intelligent telesales assist...

    Huilan Technology Co., Ltd 's intelligent marketing solution provides a preview-based telemarketing outbound management, allowing agents to quickly understand the information of outbound targets in order to provide targeted marketing services. During the conversation process of telemarketing staff, the system can accurately identify user intentions through voice analysis, quickly match intent labels and business processes, and automatically push related answers to the front-end intelligent assistant, helping telemarketing staff respond to customers more efficiently and professionally.

  • zero-distance video customer service

    zero-distance video customer...

    With the widespread use of 5G technology, video customer service will become a favorable way for the financial industry to reach out to customers. Huilan Technology Co., Ltd 's video customer service supports facial and voice recognition for account application functions. It can complete many business segments such as credit card account opening, wealth management, and risk assessment. It realizes online and mobile "zero contact," "zero distance" face-to-face communication mode.

  • multi-dimensional report generation

    multi-dimensional report gen...

    During the process of intelligent marketing interaction, multiple types of reports are collected and recorded through call statistics, knowledge base and operational status. The system can automatically generate reports such as agent answering statistics, agent outbound statistics, robot answering statistics, robot outbound statistics, and user trajectory analysis reports. Financial institutions can combine specific business scenarios to achieve accurate marketing and drive business growth.

Advantages of the plan

  • Precise scenario-specific hi...

    Huilan Technology Co., Ltd.  intelligent marketing solution for the financial industry draws upon Huilan's extensive experience in financial services, allowing for the quick identification and organization of marketing scenarios and the setting of high-quality marketing scripts, resulting in highly effective outbound communication.

  • Human voice recording with e...

    Huilan Technology Co., Ltd.  intelligent marketing solution for the financial industry uses human voice recording to reduce the stiffness and lack of emotion found in traditional chatbots, and increase trust between humans. The dialogue process also adds relevant colloquialisms and warming-up phrases to ensure high-quality dialogue, making it easier for customers to accept.

  • Automatic speech recognition...

    Huilan Technology Co., Ltd.  intelligent marketing solution for the financial industry provides real-time voice interaction services, allowing users to directly send inquiries through voice messages. The system accurately recognizes and understands user queries using automatic speech recognition (ASR), provides accurate answers to users' questions, and converts the dialogue details into text format using text-to-speech (TTS), ensuring easy browsing and clear understanding of customer intentions.

  • Support for seamless multi-t...

    Huilan Technology Co., Ltd.  Intelligent Marketing Solution for the Financial Industry is based on deep learning technology and a language library. It can automatically expand similar questions in the knowledge base and perform intelligent semantic analysis and matching using a semantic analysis engine. It provides seamless multi-turn conversations during interactions with users and achieves over 90% accuracy in accurately obtaining questions and providing answers through the intelligent robot.

  • Accurate analysis of custome...

    Huilan Technology Co., Ltd.  intelligent marketing solution for the financial industry helps financial institutions reach out to a massive customer base by conducting batch outbound calls and selecting customers' intentions through the timing of conversations, number of turns, and keywords used in conversation. This allows sales personnel to quickly grasp customers' intentions during subsequent sales, greatly improving marketing accuracy.

  • Support for interrupting the...

    Huilan Technology Co., Ltd.  intelligent marketing solution for the financial industry utilizes full-duplex voice interaction technology, allowing customers to interrupt the conversation at any time during the chatbot's response. When customers interrupt the chatbot with questions or doubts, the system quickly responds and provides feedback, resembling a real human conversation and further enhancing customer trust, resulting in a smoother dialogue process.

Excellent Customer Case Studies

  • Baixin Bank

    Baixin Bank

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