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RoboChat Boosts UBank Loan Conversions

Key Points

  • Ewbank, an Australian fintech‑bank, launched Robo Chat to streamline its home‑loan application process and boost customer conversion.
  • The chatbot was developed via a company‑wide hackathon, involving marketing, product, risk, compliance, and legal teams to ensure a cohesive, regulated solution.
  • Built on a hybrid IBM Cloud DevOps toolchain with Watson Assistant, the front‑end logic is simple enough for business analysts to edit directly, reducing reliance on developers.
  • Since its beta launch, Robo Chat has handled over 20 000 queries with an 80%+ first‑try accuracy, earning a 4‑out‑5 satisfaction rating and delivering roughly a 15% increase in conversion for engaged customers.

Full Transcript

# RoboChat Boosts UBank Loan Conversions **Source:** [https://www.youtube.com/watch?v=hAqGYEERU9I](https://www.youtube.com/watch?v=hAqGYEERU9I) **Duration:** 00:02:41 ## Summary - Ewbank, an Australian fintech‑bank, launched Robo Chat to streamline its home‑loan application process and boost customer conversion. - The chatbot was developed via a company‑wide hackathon, involving marketing, product, risk, compliance, and legal teams to ensure a cohesive, regulated solution. - Built on a hybrid IBM Cloud DevOps toolchain with Watson Assistant, the front‑end logic is simple enough for business analysts to edit directly, reducing reliance on developers. - Since its beta launch, Robo Chat has handled over 20 000 queries with an 80%+ first‑try accuracy, earning a 4‑out‑5 satisfaction rating and delivering roughly a 15% increase in conversion for engaged customers. ## Sections - [00:00:00](https://www.youtube.com/watch?v=hAqGYEERU9I&t=0s) **Cross‑Functional Hackathon Fuels Robo‑Chat Launch** - Ewbank’s fintech‑focused bank used an organization‑wide hackathon and a hybrid IBM Cloud DevOps toolchain, involving marketing, product, risk, compliance, and legal teams, to develop and deploy the Robo‑Chat home‑loan assistant. ## Full Transcript
0:03so Ewbank is an Australian bank that 0:06sells simple deposit products and simple 0:09home loan products we consider ourselves 0:11a FinTech with a banking license and 0:13that really gives us that focus on 0:15disruption and thinking about the 0:17customer experience first and the 0:19banking component second the idea behind 0:21Robo chat was really born out of the 0:23business need to improve our home loan 0:27offering and ultimately helping more 0:30customers get through the application 0:31process 0:32Robo chat started with a hackathon and 0:34the hackathon was run using people from 0:37right across the U Bank business and and 0:40that carried through right through the 0:41through the projects and with something 0:43that's fairly short and simple sounding 0:45as a chatbot it actually involved the 0:47whole business so we had marketing 0:49helping us with tone-of-voice 0:50products helping us with the product 0:52questions risk and compliance and legal 0:54making sure that we were giving the 0:56answers to the customers in the right 0:58way and we find bringing everyone along 1:01that journey right from the beginning 1:02makes that transition to production 1:03easier and we have great support from 1:06right across the business the tool chain 1:08we used for robo chat is largely the IBM 1:11cloud DevOps tool chain but the great 1:14thing about the IBM approach with its 1:17DevOps tool chain is we can incorporate 1:19existing parts of eubanks tool chain 1:21into the IBM solution so we actually 1:24have a hybrid tool chain that is 1:26seamlessly integrated into the IBM cloud 1:28platform one of the great features of 1:30the Watson assistant tool is it's really 1:33easy for our business to use so while 1:35our developers have built the 1:36orchestration layer for us the the 1:38front-end toulon that and the chat bot 1:40logic and answers are all built in a 1:42very easy to use fashion and in fact 1:44it's our business analysts that review 1:47the logs and make the changes themselves 1:48to the chat bot rather than needing to 1:51involve the development team so we've 1:53found customers pretty happy to engage 1:55with Robo chat from the moment that it 1:57launched we've been really transparent 1:59to our customers about the fact they're 2:01talking to a chat bot and that that chat 2:03pod is in beta four out of five 2:04customers are happy to engage with Robo 2:07chat or over chats answered over 20,000 2:09questions and 2:11now getting the answer right more than 2:1280 percent of the time on the first 2:14attempt and lastly from a business 2:16perspective we are seeing significant 2:18uplift in conversion rates for those 2:21customers that engage with robo chat in 2:23fact we're seeing about a 15 percent 2:25uplift for customers that engage with 2:26robo chat 2:28[Music] 2:39you