Auditing
Training
Consulting

Use Case

Conversational AI for Financial Services

Conversational banking

In regulated markets, automation is challenging. Conversational AI for customer service helps financial institutions boost efficiency while maintaining high customer satisfaction.


AI-powered assistants reduce support team workload, shorten response times, and enhance the AI and customer experience, freeing agents for complex interactions.


Financial services meets customer care

With customer expectations continuing to rise, support teams sometimes struggle. Having to manage high-volume periods and employee retention challenges. AI-powered support solutions can help address these pressures.

The business case for conversational AI

Today, customers have high expectations. At the same time, a lot of customer support operations have difficulty handling peak times and suffer from high turnover. AI assistants can alleviate some of that pressure.

Available 24/7

The constant availability of AI assistants means support is always accessible – they can manage basic inquiries and routine tasks at any hour of the day or night.

Reduced response times

By delivering immediate responses to customer questions, AI dramatically cuts down waiting periods, addressing what many customers cite as their primary source of frustration.

Better handle peak times

During busy periods, the reduced wait times help take pressure off human agents, making it easier for organizations to effectively manage high-traffic periods.

Account management

AI assistants can pull up balance, transaction histories, and account updates, ensuring seamless support for everyday banking queries.

Fraud and disputes

Chatbots can assuage customer initial fraud and disputes worries via offering general solutions and efficient triaging.

Loan and mortgage assistance

AI assistants can guide customers through loan queries and eligibility with minimal friction or handover a conversation to an adviser at the right time.

Personalized product recommendations

Assistants can help promote relevant products based on customer input and profiles and keep them up to date of their spending trends.

Intelligent escalations

When the chatbot cannot help, it can summarize the customer's query for the support teams to ensure smoother handoffs for complex or sensitive issues.

Leverage Conversational AI, at scale

Understand how your organization can leverage Conversational AI technology with the help of CDI. Work with our experts or give your team the tools and training to build successful AI assistants.

Trusted by global brands

“It was a pleasure working with the CDI team. Each team member was extremely professional and brought deep expertise in their area of focus – AI training, copywriting, and conversation design.”

Anju Sharma

“It’s been great working with CDI. They helped us get started quickly with the setup of our first chatbot and the first results are promising. Their consultants are knowledgeable, creative, and think along in order to build and maintain a good performing chatbot.”

Bob Molenaar

“Having the expert advice from CDI has really helped us to create with confidence the first version of the global Experience Strategy Framework and distribute it to the design community across all Vodafone markets.”

Beatriz Lopez Mencia

“CDI is the leading expert in the conversational landscape and we’re really happy they shared their knowledge during the workshops with us. Moreover, we applaud them for making our students enthusiastic about this field of work!”

Rick Goossens

About the CDI Standards Framework

When organizations want to have more interactions on their conversational channels than their contact centers have the capacity for, they reach for conversational AI solutions to automate a large part of the interactions.

But this is not easy to do. People and machines have different ways of interacting so building a good AI Assistant requires a unique understanding of technology, linguistics, and psychology. 

CDI has worked with leading organizations around the world and has systemized the proven ways of creating successful AI Assistants and the enterprise capabilities that develop, manage, and grow these assistants: the CDI Standards Framework.

CDI Standards Framework

Unlocking value in Conversational AI

The CDI Standards Framework is a collection of proven strategies helping organizations deploy AI assistants at scale. Our knowledge is grounded in years of experience training successful conversational AI teams.

CDI certificates give you the skill set for each level so you make sure you are on track

CDI Standards Framework CDI Standards Framework CDI Standards Framework

CDI Standards Framework is a systematic approach to developing a conversational AI capability by ensuring Mindset, Skillset, Culture, and Systems are all developed in the right pace.

CDI Workflow

CDI Workflow is a systemized approach to creating human centered and goal oriented AI Assistants at scale.

The workflow works for all conversational channels, is technology agnostic, and works for both declarative and generative AI approaches.

Discover our case studies

Vandebron’s Chatbot, Mick

Vandebron’s Chatbot, Mick

Conversation Design Institute worked with Dutch energy company Vandebron to build and launch their c...

Energy
Customer support
HP’s Virtual Assistant

HP’s Virtual Assistant

HP Inc. is a technology company that believes one thoughtful idea has the power to change the world....

Technology
Customer support
Migrating Trulet’s Chatbot, Trudi

Migrating Trulet’s Chatbot, Trudi

Trulet, an Australia-based company, created Trudi—an innovative AI chatbot for real estate that enha...

Travel
Customer support
Migrating Hansgrohe's Chatbot, Hans

Migrating Hansgrohe's Chatbot, Hans

The Hansgrohe Group, a leading German sanitation company, is known for its premium brands Hansgrohe...

Utilities
Customer support
Global Sports Retail Chatbot

Global Sports Retail Chatbot

A Forbes 500 sports retail brand launched their customer service chatbot in the US market in 2020. I...

Retail
Customer support
Healthcare HR Chatbot

Healthcare HR Chatbot

Over the course of two years, CDI worked with one of the world’s leading pharmaceutical companies to...

Healthcare
Chatbot
Expanding multilingual IVR support

Expanding multilingual IVR support

A leading global provider of cutting-edge software and services, embarked on a transformative journe...

Technology
Customer support
Goodcall’s AI Phone Assistants

Goodcall’s AI Phone Assistants

Goodcall is a California-based startup that specializes in delivering AI-powered phone assistants th...

Telecommunications
Customer support
Vodafone’s Virtual Assistant, TOBi

Vodafone’s Virtual Assistant, TOBi

Vodafone Group Plc, Europe’s largest Mobile and Fixed Network Operator, serves over 300 million mobi...

Telecommunications
Customer support

Chatbot excellence package

Get smarter, faster. See tangible results in less than 60 days. Work with our experts.

Get in touch

By submitting this form, you agree to CDI processing your data to respond to your inquiry.
Form submitted
Thanks, we’ll be in touch soon.

Expert review

Our experts perform a detailed evaluation of your chatbot or voice assistant. We identify areas of improvement and provide actionable recommendations on how to improve.

Course Access

Gain access to our world-class learning material covering everything from conversation design to AI training to AI ethics.

Bespoke Workshops

Put theory into practice. Level up your team’s knowledge through a series of interactive workshops on AI training and/or conversation design.

Get in touch

By submitting this form, you agree to CDI processing your data to respond to your inquiry.
Form submitted
Thanks, we’ll be in touch soon.