Banking knowledge
Answer general enquiries from a banking knowledge base—for example, the requirements for a letter of credit.
Banking virtual agent
Marid
A smarter banking conversation.
Give corporate banking customers a simpler way to find information and request service. Marid connects banking knowledge with account enquiries and service workflows.
Banking virtual agent- Corporate banking
- E-trade channels
- Customer service
What it can do
Banking information.
Connected service.
Account & transaction enquiries
Retrieve core-banking information through the Worx Integration Service, such as the status of a guarantee request.
Service cases & workflows
Initiate cases and workflows through the Microsoft Dynamics Worx Unified Platform, with notifications and satisfaction surveys.
An illustrative workflow
A banking enquiry, connected to action.
An identified corporate customer asks about a guarantee request. The journey brings banking information and service workflows together.
- 01
Ask
“What is the status of my guarantee request?”
- 02
Retrieve
Relevant information is retrieved through the banking integration.
- 03
Act
A service case or follow-up workflow can be initiated.
Illustrative journey. The available workflow depends on configuration and integration; this is not a product screenshot.
Make it work in your environment
A conversation about
your requirements.
Discuss the customer channels, banking systems and service journeys you want to bring together.
Explore Marid
See where it fits
in your business.
Tell us what you want to explore. We’ll use your enquiry to discuss the next step.
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