Banking
AI agents for banking.
Resolve everyday banking requests across chat, WhatsApp, voice and branch avatars, connected to your systems and with a human in the loop for sensitive decisions.
The challenge
Where service gets stuck
Saturated branches and contact centers
Balance questions, card requests and product information take up most of the day for advisors and agents.
Long waits at peak times
Paydays, month-end and campaigns create queues that frustrate customers.
Inconsistent answers
Customers get different answers depending on the channel, branch or agent they reach.
Use cases
What your AI agent handles
Account and product inquiries
Balances, transactions, rates, requirements and product information, answered instantly from your systems and knowledge base.
Card requests
Card blocking, replacement and activation requests handled through your systems, with the checks you define.
Payments
Bill and loan payment flows and payment reminders, with interactive components inside the conversation.
Advisor appointments
Book, reschedule or cancel branch and advisor appointments.
Onboarding and lead qualification
Explain requirements, collect information and qualify leads for loans, cards or accounts before passing them to an advisor.
Handoff to advisors
Sensitive requests and decisions go to a human advisor with the full conversation context.
Channels
One agent on every channel
Configure the agent once and deploy it wherever your customers are.
Web chat
A widget on your site and app that resolves requests and renders interactive components inside the conversation.
WhatsApp
Customers get answers and complete tasks on the channel they already use every day.
Voice
Real-time phone conversations with natural interruptions and a human-like voice, in 29+ languages.
Branch avatar
A photorealistic MetaHuman on kiosks and branch screens for face-to-face self-service.
Results
Success story coming soon
Draft — content pending
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FAQ
Frequently asked questions
Can the agent make credit decisions?
No. Under our AI Policy, financial decisions are high-risk use cases that require human oversight. The agent informs, collects data and qualifies leads; an advisor makes the decision.
How does it integrate with our core systems?
Through MCP (Model Context Protocol), the agent calls the tools and APIs you expose, such as CRM, payments, scheduling or internal services, with the permissions you define.
Is our customers' data used to train shared AI models?
No. You retain ownership of your data, and we do not use customer data to train shared AI models unless explicitly agreed. See our Trust center for details.
Next step
Let's map your use cases
Book a demo to see the agent working with your industry's workflows, or ask our AI agent anything right now.