Banking

Account management

Enable real-time access to balances, transactions, and loan details with agentic workflows that reduce inquiry volume and improve service efficiency

Capabilities

Real-time access to account information

Enable fast, accurate access to balances, transactions, and account details across channels with real-time system integration

Instant answers

Account data access

Deliver real-time access to balances, transactions, and loan details across voice, chat, SMS, and web, with AI agents that retrieve and present accurate information instantly

Core banking integrated

Account data retrieval

Retrieve balances, transactions, and loan details from core banking and card systems, eliminating manual lookups and delivering accurate, real-time account information

Core banking integrated

Real-time data retrieval

Retrieve balances, transactions, and loan details from core banking and card systems in real time, eliminating manual lookups and ensuring accurate account visibility

Outcomes

Reduce inquiry volume, improve access

Deliver real-time account information through automated retrieval, reducing manual handling and improving service efficiency

30–50%

reduction in account inquiry volume

20–40%

reduction in service handling costs

0.77

of customers manage accounts digitally

Related use cases

Simplify everyday account interactions

Ready to reduce account inquiry volume?

See how Kore.ai automates account information access to deliver real-time answers and reduce service demand across channels.

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Usecase Library

Account management