Banking services
Avatar agents for branches, contact centers and digital channels.
The same agent welcomes customers on the screen in the branch, answers on WhatsApp and picks up the phone. It handles the everyday load and passes every sensitive decision to your advisors.
Services
Six services, one agent across every channel
Account and product inquiries
Rates, requirements, documents and information on accounts, cards and loans, answered from your systems and your knowledge base.
Card requests
Blocking, replacement and activation requests handled through your systems, with the checks you define.
Payments and reminders
Bill and loan payment flows and payment reminders, with interactive components inside the conversation.
Advisor appointments
Book, reschedule or cancel branch and advisor appointments, with the documents the customer needs to bring.
Onboarding and lead qualification
Explains requirements, collects the information and qualifies leads for accounts, cards or loans before passing them to an advisor.
Branch avatar
A photorealistic agent on a screen or kiosk that welcomes customers, points them to the right counter or channel and shortens the wait at the branch.
How it works
From the first conversation to the go-live
We map the requests
With your team we pick the requests that take the most time and set clearly what the agent can answer and what goes to an advisor.
We connect your systems
Core systems, scheduling and payments, through MCP connectors with read and write permissions limited to the task.
We train it with your content
Product information, requirements and policies written by your team: the agent only says what you approved.
Pilot, measure and scale
We start in one channel or one branch, review real conversations with you and only then extend it.
Boundaries
What the agent never does
Ask for passwords, PINs or codes
In no channel and for no reason. It tells customers never to share them, with anyone.
Decide credit or give investment advice
Financial decisions are high-risk and need human oversight. The agent informs and collects data; an advisor decides.
Pretend to be a person
It introduces itself as a virtual agent from the first message.
Use data beyond the task
It only reads and writes what each conversation needs, and every action is logged.
FAQ
Frequently asked questions
Can the agent make credit decisions?
No. Financial decisions are high-risk use cases that require human oversight. The agent informs, collects data and qualifies leads; an advisor makes the decision.
Which channels does it cover?
A branch screen or kiosk with the photorealistic avatar, WhatsApp (messages and calls), the phone line and your website, all with the same agent and the same knowledge.
Does it connect to our core and card systems?
Yes, through MCP connectors to the tools and APIs you expose, with permissions limited to what each task needs. We review the integration with your IT and security teams during the pilot.
Which languages does it speak?
Voice supports 29+ languages, so the same agent can serve customers in the language they prefer.
Next step
Start with the request that weighs the most
Card requests, appointments or account questions: we pick one with you, pilot it in one channel and measure it with real conversations.