AI agents for reliable financial services.
Update accounts, reset passwords, answer FAQs, manage transfers, and more with conversational AI agents. Resolve over 50% of customer service transactions and consistently deliver your best brand experience.
How financial services companies use PolyAI.
24/7 conversational account services.
Answer every call immediately, 24/7, and enable customers to ask questions, make payments, and manage their accounts through natural conversations.
Generative AI, without the risk.
Harness the flexibility and conversational nature of generative AI to handle a broader range of customer queries, while keeping interactions safe and aligning responses with your brand values.
Deliver personalized support, at scale.
Remember every customer and offer repeat services, send outbound reminders, and offer priority service to those who need it most.
Hear PolyAI in action
Listen to Tammy's balance inquiry
Delight customers with conversational account services.
Offer efficient first-class customer service at scale.
Deliver competitive CX at scale.
- Enable customers to ask questions, make payments, and perform other account transactions in natural language without waiting for an agent.
- Create a custom brand voice that speaks just like your best agent and free up your team to focus on the customers who need them most.
Maximize efficiency and scale securely.
- Increase contact center capacity and meet the demands of highly volatile call volumes 24/7/365 without investing in outsourced or offshore support.
- Answer thousands of calls simultaneously, managing peaks effectively, and fully contain up to 30% of repetitive calls normally handled by agents.
- Ensure the necessary steps are taken to meet regulatory and security standards with ISO27001, SOC-2 Type 2, Cyber Essentials, PCI, and HIPAA certifications.
Empower your teams.
- Upskill and redeploy agents by offloading repetitive calls to your AI agent.
- Use the time gained back to strengthen agents’ skills and enhance the customer and agent experience.
- Access structured conversational data and operational insights to drive improvements to customer experience.
What to expect from PolyAI for financial services.
calls resolved
point increase in CSAT
reduction in cost per contact
Integrations
Fluent in your tools
Your trusted financial services partner
Security
24/7 support with compliance certification to meet your needs including ISO 27001, SOC 2, PCI DSS, GDPR and more.
Integrations
No need to change your tech stack. Out-of-the-box and custom integrations make implementation safe and easy.
Data and insights
Real-time insights. No data gaps, manual compiling, or business decisions based on guesswork.
Need more answers? We've got you covered
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Conversational AI can assist in a variety of financial services, including:
Customer support : Handling inquiries, troubleshooting issues, and providing account information.
Personalized financial advice: Offering tailored investment, budgeting, or savings tips based on user preferences.
Transaction processing: Assisting with payments, transfers, and bill payments through voice or chat interfaces.
Fraud detection: Flagging suspicious activities and confirming transactions with users.
Account management: Helping customers check balances, review statements, or modify account settings.
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In banking, conversational AI is commonly used for:
Automated customer support: Answering questions about banking products, services, and account details.
Chatbots for self-service: Allowing users to complete transactions or find information without needing human assistance.
Loan applications: Guiding customers through the process of applying for personal or business loans.
Fraud prevention: Using AI to detect unusual patterns and alert users to potential security threats.
Banking assistance: Providing help with everyday tasks like transferring funds or setting up alerts for transactions.
Start the conversation.
See why the world’s biggest brands trust PolyAI to handle their customer service.