Artificial Intelligence companies-Next i Technologies
nextit.in/Herbie Functions;
BFSI Specific Functions
Sales Management of BFSI ProductsÂ
Customer Onboarding with real-time upload of documents and filling of forms online.Â
KYC can be done real timeÂ
KYC Updation can also happen over the BotÂ
Branch Location / Contact Details with Location MapÂ
Product Details and obtain BrochuresÂ
Appointment Scheduling with Sales TeamÂ
Generate Lead with OTP Validation
Banking Specific FunctionsÂ
Existing Customer – OTP Validation with Security Questions verificationÂ
Multi Relationships in single view
Account Balance
Cheque Book RequestÂ
Download eStatementÂ
Fund Transfer
PIN Change
Address Change
Chequebook Request
Statement RequestÂ
Stop PaymentÂ
Card Hot listingÂ
KYC UpdationÂ
Any Other Transaction….
Herbie - Financial Services / Insurance / Securities
Get Status of Policies
Download eStatementÂ
New Stock Buy / SellÂ
Balance Enquiries
Raise Tickets / Queries
Address Change
For more queries please visit us;
Web : nextit.in/    Contact : 7299527141  Support : [email protected]








