Financial Services

Effortless AI-powered experiences that your customers can bank on.

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The Virtual Agent Financial Services Customers Like to use.

From setting up foreign travel notifications to completing a loan application, Financial Services providers looking to automate complex live agent transactions turn to SmartAction. Our AI-powered Virtual Agents are trusted to deliver the industry’s highest self-service rates and customer experience scores.


Proven use cases delivered off the shelf.

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Intelligent Front Door

Greet customers, understand intent, and route accordingly.

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Digital Banking

Assist customers with completing loan applications, setting up foreign travel notifications, transferring balances, and more.

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Payments & Collections

Help customers settle their bill and negotiate arrangements through inbound and proactive solutions.

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Account Management

Allow customers to update profile information, reset passwords, and more.

Purchasing Power improved their Net Promoter Score by 17%

Brightree drives $1.88M in Patient Collections

More Revenue, Less Problems. Virtual Agents for Collection Agencies & Creditors.

Want to hear more? Schedule a demo with us!

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Jennifer Leon

Vice President, Brightree Patient Collections

“With our Virtual Agent, we have been able to provide our clients with cost-effective ways to collect patient-pay receivables without the cost of additional headcount.”