Banking & Finance

Impeccable service. Faster sales. Everything with AI Agents

Respond 24/7 to customers and re-contact leads at the right time, improving the customer experience and generating new 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 fights on two fronts, service and sales. And they pay the price in cost, time and compliance

Waiting times weighing on NPS and SLA

Excessively long waits for customers and high operational load for the team

Thousands of similar requests

Balance, cards, installments, documentation. Every day, always the same

Warm leads cooling off

Leads coming in from campaigns need to be re-contacted promptly

Data spread across multiple systems

Operators have information scattered across portals, ERPs, Excel sheets

High operating costs

Need a more scalable way to respond to all

Regulatory and transparency obligations

Every response must be traceable and compliant

Solution

One platform, infinite integrated AI Agents. To assist, sell and scale

Automate the most repetitive conversations but also the high-impact moments of the customer journey without losing control. AI Agents talk to your customers and prospects, integrate with existing systems, and comply with policy

Integration on phone, app, site, WhatsApp, email
24/7 real-time answers
Automatic recontact of inbound leads
Customization on internal knowledge base
Configurable human handover and fallback
DORA and GDPR proof
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

Time for project setup

10K+

Users who interacted
with AI Agents in the first 6 months

13%

Click-through Rate in the first 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 independently by AI

>80%

Users reporting they found the needed content

Features

Technology that speaks the language of banking. And respects the rules

API-ready integration

Easily connects to CRM, core banking, IVR and knowledge base

Integrated compliance

DORA-ready, comprehensive logs, escalation management, configurable fallbacks

Continuous training and monitoring

Edit flows and responses without code, independently

Lead management

Activate AI Agents on commercial triggers

Real-time analytics

Get detailed insights into performance

Find out how much you could automate your processes

Request a demo and we will show you how our solution can boost your team's efficiency and multiply the performance of your sales funnels. With no friction and no waiting

FAQs

Is your solution DORA compliant?

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

Is it necessary to involve the IT team for implementation?

Our solution is designed for easy integration, via API

Can answers be supervised and corrected?

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