Client
Team
Account Management
Eva Chan, Abby Lo
Development(IT)
Ray Kong, Bobo Tang
Design
Fanny Fong
永明金融 - 退休策劃Buddy Sunny
想搵個知你心意又會秒回嘅對象?聽落好難,但Sunny永遠隨時候命!
知道香港人秒秒鐘幾百萬上落,為方便客人隨時隨地可以策劃退休及理財事項,PRIZM協助永明金融進行數碼轉型,建立Sunny AI智能網上Chatbot,提升客戶體驗同時輕鬆將銷售流程自動化。
Sunny透過一系列理財工具及心理測驗,了解客戶需要,然後為客人分析出其專屬嘅理財及退休計劃,並根據對話即時建議個人化嘅產品及服務。我哋相信貼身嘅資訊能夠提升客人對產品嘅興趣,從而提高conversion rate!
我哋之後整合所得嘅互動數據,以及進行大數據分析,有助客戶了解實際成效,隨後再加以調整成更針對性嘅策略,完善銷售流程。
Sun Life Hong Kong—Your Retirement Planner Sunny
If you’re looking for someone who is always attentive with full understanding of what you truly want, look no further because Sunny is here!
For Hong Kongers, time is money. That’s why Prizm has partnered with Sun Life Hong Kong to lead digital transformation with our Sunny AI Chatbot, so that customers can manage their finances and retirement goals whenever and wherever needed. Not only does it enhance the customer experience, but it also helps automatize the sales process.
By providing a multitude of financial tools and tests, Sunny gets to understand the various needs of customers and will tailor a personalised retirement solution that meets exactly your needs in no time. We believe with an individualised approach, we can better engage customers with products and boost the conversion rate!
All data obtained will contribute to our big data analysis so as to help our client measure the result, retarget the customers, and optimise the sales process.
#SunLifeHongKong #SunnyChatbot #PrizmDigital #PrizmShowcase
Client
Team
Account Management
Eva Chan, Abby Lo
Development(IT)
Ray Kong, Bobo Tang
Design
Fanny Fong