Financial Services
Robotic Process Automation
Slide 2

Convert Transactions Into Opportunities

In today’s market, companies ranging from Fortune 100 to small start-ups are competing for a share of the financial services action, conversational AI provides organizations with the opportunity to take charge.

Our platform builds understanding in order to consistently deliver quality experiences across your enterprise. Let us work with you to design and deliver the next generation of conversational engagement.

Strengthen Customer Relationships

Direct Link allows you to engage with and develop customer relationships through automated channels driven by Conversational AI.

Targeted Messaging

Be proactive with your customers when they make a deposit with a prompt such as “putting away money for that special occasion?” with DirectLink™, by IMS, Inc.

Gain Insights

Become your customers preferred financial institution by utilizing insights into spending habits, likes and dislikes, future goals, and critical life events.


Banks, today more than ever, must find innovative ways to engage customers and enhance their experiences. 

Credit Unions

Credit unions are continually seeking ways to engage and enhance the member experience.



In the highly competitive insurance industry, companies are face increasing pressure to boost performance while balancing the growing costs to do business.


Reach customers across multiple channels with one connection.

Delivery messaging across a range of channels, including print, email, SMS, IVR and gain immediate access to new client data.


Connect with customers utilizing personalized, conversational experiences.

Use marketing and personalization tools to enhance customers communications. Make it easy for customers to take action, such as online banking and pay bills.


Take your messaging to another level.

With IMS’s full-service omnichannel solutions, customer engagements are transforming individual touch-points into interactive and enhanced customer experiences.


Safeguard your data

Granular tracking and accurate, real-time measurement of all customers communications. Let IMS help improve transparency and efficiency while meeting compliance and security requirements, including SOC, PCI DSS Level I, and FISMA/NIST standards.

The power of AI can be incorporated into every customer touchpoint from payment reminders and billing notifications to call centers and web-based chat. Significantly improve customers engagement while reducing call center volume and cost.