Playbook · Finance & Professional Services
Sample: Siobhan, asking about a loan.
Hi, I'm Ari, from Arino One. This is a sample playbook for banks and credit unions.
Sound familiar? Branch phones are overloaded. Appointments are hard to book. And members worry about scams.
Meet Siobhan. She calls about a car loan. Your AI receptionist answers her general questions, and offers to book an adviser on WhatsApp.
A dynamic flow shows your advisers' free times at her branch. She picks one. A standard flow asks what the meeting is about. It never asks for passwords, PINs or account numbers.
The day before, her reminder isn't read on WhatsApp, so it follows up by SMS, or RCS. And an email arrives with a checklist of what to bring.
Hosting a first-home evening? Share a landing page with a consent form, and reply to every member on WhatsApp within minutes.
A one-time PIN on WhatsApp or SMS confirms it's really Siobhan before anything personal is discussed. And the chat on your website answers general questions from your own approved knowledge base.
And whenever a member wants a person, your team steps in, with the whole conversation in front of them.
That's Arino One: your own number, your own brand, and your members' data under your control. Talk to Ari, to see it for your organisation.
Arino One is GDPR-native and deployed in your region (EU, NA or APAC). Choose which categories of cookies you allow. Your choice is stored locally for 12 months; we'll ask again after that or sooner if our policy changes.
Required for the site to function: navigation, security, remembering your consent choice. These cannot be disabled.
Anonymised usage statistics that help us understand which pages are useful and where the platform can be improved.
Used to measure advertising effectiveness on Meta and other platforms and to show you relevant Arino One content.