AI-Agents for Financial Services
Agents help financial services businesses stay on top of client needs, financial records, and risk.
Answer account service FAQs or open tickets for unresolved chats.
Your visitors get linked answers in website chat, while questions your articles cannot settle go to your support team.
12 toolsAnswer general account questions and pass sensitive chats to staff.
Your customers get answers from your help articles, and your support team gets recent chat history when a question needs a person.
4 toolsText loan prospects when their planned follow-up comes due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
4 toolsSend approved client agreements for signature and confirm the recipient.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 toolsCompare sources on financial questions and email cited findings.
Your colleagues get cited research reports in the original email thread. Supporting evidence and open questions stay visible.
Report broad sharing on recently changed financial files to owners.
Your file owners see which open links and outside grants to revisit. Private reports point them to recently changed files.
Book prospect consultations with their assigned financial adviser.
Ready prospects get time with their assigned representative and a confirmation email. Your team sees the booking on the lead.
Prepare replies to account complaints without promising an unconfirmed fix.
Your support inbox gets a reply draft that addresses the complaint and names the next step your team has confirmed.
Draft replies to account complaints using the case history.
Your support lead gets an unsent customer complaint reply letter beside the case history. Every point has an answer or a question to resolve.
Draft cautious replies to client requests without making new commitments.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Flag failed account texts and the phone numbers needing correction.
Get an SMS delivery report when a text fails. Your staff see phone numbers with open failures and reasons to follow up.
Follow up when prospective clients asked to discuss financial services again.
Your promised sales follow-ups go out on the dates prospects choose, and you hear whether they answer.
