AI agents for Banking, Finance & Insurance

Financial service,in a message

Eligibility questions, applications, instalment reminders and policy servicing handled on the channel customers already trust — with every conversation on record and anything needing judgement passed to a person, context attached.

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WhatsApp · 19:06

Am I eligible for a car loan? I'm salaried.

Most likely — a few quick questions and I'll show you an estimated instalment.

Pre-qualified in the chat

Eligibility checked against your rules

Application started · officer assigned

The problem

Where it breaks down today

01

Simple questions take a branch visit

Rates, eligibility, documents and balances — questions with a known answer that still need a call or a queue.

02

Applications stall halfway

A form abandoned at the documents step is a customer who went to another lender.

03

Reminders arrive too late

A missed instalment turns into a collections case that a polite nudge a few days earlier would have avoided.

Across the customer journey

One agent, from the first question to the last follow-up

Answers product questions, accurately

Rates, fees, eligibility rules and required documents answered only from content your compliance team has approved.

  • Approved content only — no improvising
  • Instalment estimates from your formula
  • Clear disclaimers where you require them
Your businessonline · replies instantly

What documents do I need for a personal loan?

Your ID, the last three salary slips and six months of bank statements.

Checklist sent

What runs it

The modules banking, finance & insurance teams switch on

Connects to

The systems you already run

  • Core banking or policy system
  • Loan origination or CRM
  • Payment gateway
  • Compliance-approved content

Confirmed against your actual stack in the discovery call — we say what connects before you sign.

Built to be trusted

Safe to put in front of your customers

Answers only from what you approve

The agent speaks from your content and your rules. Where it does not know, it says so and hands over.

A person for every judgement call

Escalation is in every plan: the right colleague gets the conversation with the full thread attached.

Every conversation on record

Each exchange is kept with its outcome, so you can see exactly what was said and what was done.

Your data, where you need it

Handling agreed in writing, and a fully private deployment on your own infrastructure when residency demands it.

Questions
Will it give financial advice?

No. It answers from content your compliance team approves, calculates what your formulas allow, and hands anything advisory to a licensed person.

How is customer data protected?

Identity is verified before any personal information is shared, data handling is agreed with you in writing, and the whole stack can be deployed privately on your own infrastructure for strict residency rules.

Is every conversation recorded?

Yes. Every conversation is kept with its outcome, so you have a complete record of what was said and when.

Other industries

Replies in seconds, any hour

Put an agent on your banking, finance & insurance front line.

Fifteen minutes on how customers reach you today, and a fixed quote in writing afterwards.

Message us on WhatsApp Request a quote