Banking & Finance

Flawless service, faster sales. AI Agents do it all

Respond around the clock to customers and follow up with leads when it matters most. You’ll make the customer experience better and grow your revenue

I want to block my card
I don't recognize a charge on my account
I forgot my password
What is the status of my mortgage application?
How can I open a new account?

Every day your team has to juggle service and sales — and it costs time, money, and compliance headaches

Waiting times weighing on NPS and SLA

Customers wait too long, and your team gets buried under work

Thousands of similar requests

Every day it’s the same questions - balances, cards, installments, documentation

Warm leads cooling off

Leads from campaigns go cold unless you reach out fast

Data spread across multiple systems

Your Agents search through portals, ERPs, Excel - data stays all over the place

High operating costs

You need a scalable solution that handles volume without breaking the budget

Regulatory and transparency obligations

Every response must be traceable and compliant

Solution

One platform, a multi-agent architecture, dozens of automated banking processes

Not a single all-purpose Agent, but multiple specialized AI Agents working together. One handles requests for cards and accounts, another qualifies leads for mortgages and loans, and yet another orchestrates handover to a human agent when needed. All coordinated, all traceable, all aligned with your policies and tone of voice

Agents specialized in cards, accounts, mortgages, etc.
Voice, phone, IVR, app, website, WhatsApp, email
24/7 real-time response
Automatic inbound lead follow-up before the lead goes cold
Two-way integration and internal knowledge base
DORA and GDPR compliance. AI Act-ready
Stories

Our success stories

In the Business and Private sections, a state-of-the-art touchpoint has been implemented that listens to users' needs by supporting them with frequently asked questions and accompanying them in choosing the solution most in line with their needs

30 days

To launch the project

10K+

Users interacted with AI Agents in the first 6 months

13%

Click-through Rate over 6 months

We designed and implemented an intelligent virtual assistant for the new institutional website, improving the user experience and simplifying access to information

>100K

Messages exhanged in the first 5 months

>75%

Requests handled by AI alone

>80%

Users found the content they needed

Features

Technology built for banking - and built to follow the rules

Multi-agent architecture

Multiple specialized Agents for each domain - support, sales, qualification - orchestrated by a central layer. They manage end-to-end processes without having to design a different Agent for every scenario

Proprietary Voice Router

End-to-end call handling with natural-sounding, low-latency voice. A proprietary technology designed for the high volumes and response times required by the financial sector

Integrated Compliance

DORA-ready, GDPR-ready, AI Act-ready. Comprehensive logs for every interaction, configurable escalation and fallback management, and governance distributed across roles and permissions - essential when working with financial data, transactions, and regulated processes

Integration with your tech stack

Connectors for core banking systems, CRM, IVR, and knowledge bases. Support for MCP - introduced by Anthropic - to ensure interoperability even with emerging standards

Continuous learning

Agents aren’t static. They analyze conversations, identify gaps in the knowledge base, and suggest improvements. This is how our Self-improving Agents keep pace with your business

Find out how much you could automate your processes

Request a demo. We’ll show you how to ramp up your team’s efficiency and supercharge your sales funnel - smoothly and without delay

FAQs

Yes. Our platform complies with DORA requirements, ensuring operational resilience, traceability, and secure incident management in accordance with the standards required by the financial sector

You don’t need to rely on IT - API integration makes setup easy

Yes. The team can edit, approve, and improve the AI Agents through our interface, even without technical expertise

Yes. We call them Self-improving Agents. Every conversation is analyzed to identify gaps in the knowledge base, misunderstandings, and new use cases, which is particularly useful when financial products, offer terms, or operational workflows change. The system suggests improvements, and your team decides which ones to approve and deploy