AI Financial Assistant

24/7 intelligent support powered by GPT

Give your customers instant answers to financial questions, transaction support, and personalized advice around the clock. Reduce support costs while improving satisfaction.

24/7

Availability

Always on support

<3s

Response Time

Average response

95%

Resolution Rate

First contact

40+

Languages

Supported

See It In Action

Experience the AI assistant's conversational abilities

Financial Assistant

Online now

What was my total spending on restaurants last month?

AI Assistant

Based on your transaction history, you spent $847.32 on restaurants in November 2024. This is 12% higher than your monthly average of $756. Would you like me to break this down by individual restaurants or set a spending alert for this category?

Yes, set an alert if I exceed $800

AI Assistant

✅ Done! I've set up a spending alert for the Restaurants category. You'll receive a notification when your spending exceeds $800 in a calendar month. You can manage this alert anytime in Settings > Alerts.

What It Can Do

Comprehensive financial assistance capabilities

💳

Account Inquiries

Balance checks, transaction history, statement requests

"What's my current balance?"

"Show last 10 transactions"

"Download my statement"

💸

Payment Assistance

Initiate transfers, schedule payments, track status

"Transfer $500 to John"

"When is my next payment due?"

"Cancel scheduled payment"

📊

Financial Insights

Spending analysis, budget advice, savings tips

"How much did I spend on travel?"

"Help me create a budget"

"Ways to save money"

📋

Product Information

Loan options, card features, service details

"What loans am I eligible for?"

"Compare credit cards"

"Explain this fee"

🔧

Issue Resolution

Dispute handling, fraud reports, account issues

"I don't recognize this charge"

"Report my card stolen"

"Why was I charged twice?"

📄

Document Requests

Generate statements, letters, confirmations

"I need a bank letter"

"Generate tax documents"

"Proof of payment"

Enterprise Features

Built for scale and security

Custom Training

Train on your products, policies, and FAQ

Bank-Grade Security

SOC 2, PCI-DSS compliant

Multi-Language

Support 40+ languages automatically

Human Handoff

Seamless escalation to agents

Real-Time Data

Access live account information

Personalization

Tailored responses per customer

Context Memory

Remembers conversation history

Compliance

Audit logs and oversight tools

Deploy Everywhere

Reach customers on their preferred channels

Slack

Microsoft Teams

WhatsApp

Facebook Messenger

SMS

Web Chat

Mobile App

Voice Assistant

Expected ROI

70%

Reduction in support tickets

85%

Customer satisfaction

60%

Cost savings

3x

Agent productivity

Transform Your Customer Support

Deploy your AI financial assistant in days, not months