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Banking

Secure Intelligence. Built for Banking.

Engineer intelligent systems across customer experiences and internal operations with security, compliance, and reliability built into the architecture.

THE PROBLEM

Simple questions still create complex problems.

Customers expect instant answers to everyday banking questions, while teams are left managing repetitive requests across branches, call centers, websites, and digital channels. At the same time, every response must be accurate, secure, and compliant. When disconnected systems and manual processes stand between customers and answers, even simple interactions become costly to scale.

WHAT IT HANDLES

Everything your banking support already handles.

From everyday branch questions to product enquiries and service requests, handled through one intelligent conversation.

Branch hours, holiday schedules, and current status
Nearest ATM and branch locations
Branch manager and staff contact information
Current rates for savings, deposits, and loans
Account opening requirements and required documents
Loan enquiries, pre-qualification, and appointment booking
Lost or stolen card reporting with instant team escalation
Product FAQs covering fees, minimums, eligibility, and requirements
OVERVIEW

Built for a regulated digital front line.

Captures the opportunity

Every product question, rate enquiry, or loan request can become a qualified lead with the right contact details and routing, instead of another visitor leaving without taking action.

Answers with trusted information

Responses are grounded in your approved product information, rates, branch details, and policies, so customers get reliable answers without your digital channels making unsupported claims.

Escalates when expertise matters

Routine questions are handled instantly, while account-specific, sensitive, or regulated requests are routed to the right banking team with the conversation context preserved.

WORKFLOW

From banking enquiry to resolution.

Turns every interaction into a useful banking conversation.

01

Understand

We map your customer journeys, support processes, banking products, systems, and the questions customers ask most often.

02

Connect

We connect the agent to your approved knowledge, branch information, product data, CRM, and other systems it needs to respond accurately and take action.

03

Configure

We define what the agent can answer, what actions it can perform, and when a conversation must be escalated to a banking team.

04

Launch

We deploy across your digital channels with a controlled rollout, monitoring real customer interactions and response quality from day one.

05

Evolve

We continuously improve coverage, update banking information, and refine workflows as products, policies, branches, and customer needs change.

INTEGRATIONS

Connects to your core banking and CRM stack.

Salesforce Financial Services Cloud
HubSpot
Temenos
FIS
Jack Henry
Zendesk
Twilio
Google Calendar
Plaid
Snowflake
Google Cloud
Slack
SOC 2 and ISO 27001 aligned
End-to-end encrypted conversations
Full audit log on every conversation
No financial advice — informational only
PROOF

Banking deployments in the field.

Retail Banking

A retail bank now automates the majority of tier-1 support messaging conversations on its website.

62%
Conversation deflection
Community Bank

A community bank captured significantly more loan inquiries outside branch hours via web chat.

+40%
After-hours leads captured
Regional Bank

A regional bank reduced routine inquiries by routing simple questions to the website chat agent first.

-35%
Support ticket volume
FAQ

Frequently asked.

Yes. The system can be grounded in approved banking information such as product details, rates, branch information, policies, FAQs, and other controlled knowledge sources so responses reflect your institution's information.

Ready to deploy for your branches?

A 30-minute working session with our solutions team is the fastest way to see how this fits your branch network.