Glia integrates Abe.ai’s conversational banking solutions

By Pavithra R

Abe.ai (an Envestnet | Yodlee solution), a leader in AI-powered virtual assistant products for financial institutions, has announced partnering with Glia Technologies, a leading digital customer service provider by which Abe.ai’s conversational banking solutions will be integrated with Glia’s AI Management Platform.

Through the collaboration, Glia customers can now implement pretrained Virtual Financial Assistants (VFAs) using Abe.ai’s proprietary technology and deploy them on Glia’s front-end, embedded in mobile and online banking channels. Abe.ai VFAs can be orchestrated with touch points by Glia’s AI Management Platform as consumers are guided through a digital experience. Additionally, Abe.ai’s customers will also be able to integrate a robust set of agent tools into the contact center to route conversations when customers and members prefer to speak with a live agent.

“While our Virtual Financial Assistant is always learning and increasing the number of questions and requests it can answer and process, there are always certain situations and demographics, where transitioning to a live agent for further assistance ensures the best experience and meets consumer preferences. Engaging with money should be easy and simple which is why we’ve partnered with Glia to ensure the best possible experience. This partnership allows customers of financial institutions to avoid the typical frustration of switching communications channels, reauthenticating and again providing details regarding their request,” said Rob Guilfoyle, Co-Founder of Abe.ai.

Glia’s platform enables FIs to meet customers where they are and communicate through the methods they prefer, including messaging, voice, and video banking and guide them using CoBrowsing. Abe.ai, as a solution of Envestnet I Yodlee, enables its customers with the ability to leverage and integrate leading insights solutions, personal financial management tools and more.

Abe.ai and Glia have multiple client implementations already underway as a result of this new alliance.

“It’s more important than ever before that customers and members receive fast and convenient responses to their financial communications. Partnering with Abe.ai and integrating their VFAs into our Digital Customer Service platform makes sophisticated communication solutions readily available to financial institutions of all sizes. Together, we can continue to raise the bar on service expectations, lowering average handle times, boosting efficiencies and ensuring accuracy. Managing finances can be a more pleasant experience,” said Dan Michaeli, CEO and co-founder of Glia.