Banking has always been about trustful conversations

Supercharge your customer touchpoints with the most advanced conversational AI. Always available, integrated into your IT landscape and on prem.

Case Study

Attracting millennial customers with an automated personal finance assistant


Raiffeisen, a leading Swiss retail bank, wanted to explore how to appeal to a younger audience. After the success of newcomer banks like N26 and personal finance bots like Cleo, traditional banks face fierce competition and have to improve their customer experience.


Raiffeisen has high quality human customer service operations and cares deeply about data privacy. In addition, most customer interactions are more complex than just a simple question and answer. They require multi-turn conversations.


Using the Rasa Platform, Raiffeisen was able to develop a successful proof of concept that was able to handle longer conversations and could be deployed on-premise. Their team followed the following process:

  1. Data Analysis: Evaluating problems and potential applications with respective departments.

  2. Development: Developed and trained five impactful skills like the request of the account balance - deployed for an internal test on FB Messenger. In addition to text, users can also use voice commands.

  3. User Testing: Extensive testing setup, incl. KPI reporting and user questionnaire.

Next Step

Further development of backend integrations and evaluation of production deployments.

A demo of the Rasa integration

Meet your 24/7 available personal banking assistant

Custom-built and trained for your specific use case cases, allowing your customers to...

Rasa is built to delight your customers and work in the IT landscape of a large bank

Let your customers reach you when they have time

Your customers are individuals with their own schedule. Allow them to manage their insurances any time they want with a 24/7 conversational assistant.

Handle complex conversations

Conversations between humans are rarely one question and one answer. Rasa's advanced dialogue management is based on machine learning and allows for smarter conversations.

Integrates into your workflow

Rasa seamlessly integrates with your existing systems, like your CRM.

Maximum data privacy and security

Deploy Rasa on-prem or on your private cloud and keep your customer's data secure.

Want to learn more?