FinovateAsia 2017 / Call Levels

Presenter Profile:

How they describe themselves: Call Levels is democratizing finance by putting powerful financial tools in the hands of individuals and institutions. We are building more efficient bridges between all participants in the global financial system.

Call Levels’ unique technology solutions reduce the cost of services like brokerage, banking, customer service, and treasury, making them accessible for individuals and companies.

We pioneered the Call Levels app in 2015, which allows its 250,000 global users to monitor and set alerts for tens of thousands of asset prices, taking the pain of intensive price-watching away from investors, brokers, and relationship managers.

How they describe their product/innovation: In July 2017, we launched CLAIRE, a secure, intelligent, chatbot SAAS solution for financial institutions to optimize their customer experience. We’ve helped one of Singapore’s largest banks and one of its leading brokerages in their journey to increase customer service efficiency by 30%.

CLAIRE builds on Call Levels’ asset price monitoring and alert system to automate several other banking and brokerage processes. A customer service dashboard allows easy tracking and management of customer interactions and a chatbot AI helps guide users seamlessly through a bank’s online portal.

CLAIRE is a secure, intelligent, chatbot IAAS/SAAS solution for financial institutions to optimize their customer experience.

Product distribution strategy: Direct to Business (B2B)


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