Smart customer communication for banks & insurance companies
Choose Lime Connect to efficiently handle service requests, automate processes, and meet the highest data protection and compliance requirements.
Compliance Without Compromise
Documentable, GDPR-compliant communication with clear traceability and an integrated deletion policy to meet regulatory requirements.
Where customer connection matters
Communicate personally via WhatsApp and stay close to your customers even without a physical store.
Automate processes such as damage reports or appointment scheduling in a structured and efficient manner.
Intelligent automation for consulting and service
AI agents answer inquiries around the clock, qualify leads, and start processes automatically. Complex cases are specifically handed over to employees.
Automate processes with structure
Automate claims reporting, rate comparisons, and consultation requests with intelligent workflows. All information is systematically captured and forwarded.
Centralized control for complex structures
Manage locations or agencies centrally. Define roles, access, and rules for maximum transparency and compliance.
What customers achieve with Lime Connect
89%
Inquiries solved by AI chatbot
24/7
Customer support
>
4,5
⭐️
Customer satisfaction rate
Testimonials
What our customers say
The chatbot answers about 70% of the requests directly and is involved in 85% to 90% of the cases. This was especially important to us because now we can answer questions that come in on weekends or holidays, even though our chat is not staffed on those days.
Jochen HofmannSenior Online Marketing ManagerPSD Bank Nürnberg
The AI agent is easy to maintain and offers a wide range of features, which takes a load off our team. Our account manager is always available, and the onboarding process was straightforward. Plus, the excellent built-in analytics tools allow us to assess the quality of our customer service.
Jochen HofmannSenior Online Marketing ManagerPSD Bank NürnbergWe have now successfully launched our WhatsApp newsletter. We now offer both our service and newsletter via WhatsApp. Setting it up was very easy, it runs separately and complies with data protection regulations. We also use email to process responses to the newsletter in a clear and semi-automated way.
Jochen HofmannSenior Online Marketing ManagerPSD Bank Nürnberg
Customer success stories
-
CapTrader automates over 90% of requests with AI Agents
Read now: CapTrader automates over 90% of requests with AI AgentsAI Agent Instead of Traditional Support: CapTrader automates 98% of inquiries and creates a scalable, secure customer service solution for the financial sector.
-
How PSD Bank Nürnberg Successfully Uses AI with Lime Connect
Read now: How PSD Bank Nürnberg Successfully Uses AI with Lime ConnectWhile many banks are still hesitant, financial institutions such as PSD Bank Nürnberg are successfully using AI in customer service.
Frequently asked questions
What is Lime Connect and how can banks and insurance companies use it?
Lime Connect is an AI-powered platform for modern customer communication. All relevant channels—such as website chat, WhatsApp, Facebook, email, and Instagram—are brought together in one central inbox, enabling teams to manage inquiries efficiently and respond in a professional and structured way.
With AI Agents and automated workflows, recurring tasks and even entire service processes can be handled automatically. This includes requests related to accounts, contracts, products, or claims.
WhatsApp support allows for direct, personal, and secure communication with customers—for example, for consultations, contract-related questions, or product information. In addition, WhatsApp campaigns can be used to send targeted newsletters, service updates, offers, or important information, helping to strengthen customer relationships.
As a result, banks and insurance companies benefit from faster response times, reduced workload for service teams, and higher customer satisfaction—all while fully complying with GDPR, ISO, and DORA requirements.
Is using WhatsApp with Lime Connect compliant with GDPR, DORA, and ISO standards?
Yes. Lime Connect places the highest priority on data protection and compliance. The platform meets all relevant requirements, including GDPR, DORA, and ISO standards. All communication is encrypted and fully traceable.
You can find detailed information about our data protection policies, as well as our Data Processing Agreement (DPA), on our privacy page.
What tasks can the Connect AI Agent handle in banking and insurance?
The Connect AI Agent acts as a fully autonomous digital service assistant and can handle a wide range of tasks, including:
- Automatically answering frequently asked questions about products, contracts, or accounts
- Processing forms or handling complaints
- Pre-qualifying leads and scheduling appointments
- Triggering actions in connected systems such as CRM or shop systems
- Executing entire workflows
Can conversations be handed over to a human agent if needed?
Yes. Conversations can be handed over to a human agent at any time. All previously shared information and context are preserved, allowing the agent to seamlessly continue the conversation without the customer having to repeat themselves.
Can entire service processes be automated with Lime Connect?
Yes. With our “Actions” feature, companies can automate complete processes within Lime Connect. This includes:
- Validating and processing requests
- Creating tickets
- Updating customer data in connected systems
- Executing predefined workflows automatically
At the same time, you remain in control. The AI decides which action to take based on the situation, enabling efficient, secure, and transparent process automation.
Is Lime Connect suitable for enterprises with multiple branches or agencies?
Yes. Lime Connect supports multi-organization setups, allowing companies to manage multiple locations, branches, or agencies within a single centralized account.
Permissions, communication guidelines, and data access can be managed centrally, while all teams benefit from a unified and secure system—regardless of location or device.
Can Lime Connect be integrated into our existing systems?
Yes. Lime Connect can be flexibly integrated into existing system landscapes. Through APIs and the Message Control Platform (MCP), CRM systems, e-commerce platforms like Shopify, and custom applications can be connected.
Can I try Lime Connect for free?
Try Lime Connect free of charge for 14 days, with no risk. During the trial period, you will have access to many advanced functionalities of our Corporate plan, though not all of them.
If you’d like to test features from the Flex plan, we can set up a custom trial for you. Just get in touch!
How much does Lime Connect cost?
The cost depends on your team size, the features you need, and the channels you use. We offer flexible pricing plans to ensure you receive a solution that perfectly fits your manufacturing business.
Try Lime Connect free for 14 days to experience its benefits for yourself.
Talk to an expert
Efficient customer service can be this simple:
With Lime Connect, you can automate customer service processes and provide personalized support—whether via website chat, WhatsApp, or email.
Discover Lime Connect in a personalized demo with one of our experts!