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, limitless AI Agents helping you assist, sell, and scale

Automate routine chats and also handle those high-value customer moments without losing control. Your AI Agents talk with customers and prospects, connect with your systems, and stay compliant

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

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

API-ready integration

Connect to CRM, core banking, IVR, and knowledge systems via API

Integrated compliance

Compliance built in - DORA-ready logs, escalation setup, customizable fallbacks

Continuous training and monitoring

Keep your AI fluent. Edit flows and responses anytime without code

Lead management

Trigger leads automatically with AI Agents

Real-time analytics

See performance in real time with detailed analytics

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

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?

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

Can answers be supervised and corrected?

Absolutely. Your team can review, tweak, and improve AI responses, even if they aren’t technical