Sozen is a continuous support platform enabling insurance, mutual and provident companies to assist their clients in problems of everyday life.
Spixii is a robot able to discuss with an insurance’s potential customer regarding all subjects related to the client relation, from the purchasing to the claim management
Betterment has revamped its pricing and added two new service levels that offer investors access to financial advisors. The company now has three plan options: Betterment Digital, its legacy offering, doesn’t have an account minimum and charges 0.25%. Betterment Plus and Betterment Premium provide tiered access to financial advisors in exchange for higher fees and account minimums.
The USAA insurance group has launched a smart virtual assistant available on mobile app, that is able to answer automatically to customers questions related to their bank account
“Talk to Chuck” is a campaign used by Charles Schwab in order to promote the proximity of advisors with their customers