AI Agent's Features: 
 
‣ Provides loan estimates
‣ Explains complex financial products in easy-to-understand language
‣ Retains deep understanding of the customer’s history and financial needs
‣ Preemptively offer advice on savings plans, investments and credit card options 
‣ Offers clients transactional support
‣ Proactively follows up with clients regarding important financial milestones
‣ Suggests additional services based on their changing financial circumstances
‣ Automates appointment scheduling
‣ Handles Financial consultations
‣ Fields general inquiries
‣ Reduces operational costs
‣ Ensures clients receive timely personalized service 24/7 eliminating the need for human agents to be constantly available