AI customer support for
for financial institutions
Your customers trust you with their money. They deserve accurate, secure support. Agent 5 handles sensitive inquiries with the compliance and accuracy financial services demand—without the risk of traditional automation.
Support your customers better, stay compliant
Handle the support issues that matter most—with the security financial services require.
Account inquiries and balance checks
Customers ask about balances, recent transactions, and account status. Agent 5 verifies identity, retrieves information securely, and responds instantly—24/7.
Card replacements and fraud reports
Lost cards, suspicious charges, unauthorized transactions—Agent 5 handles reports, blocks cards, and initiates replacements while following your exact security protocols.
Payment and transfer questions
Why was I charged? When will my transfer complete? Agent 5 explains fees, timelines, and payment status clearly—reducing confusion and calls to your team.
Login help and account access
Forgot password? Locked out? Need to update contact info? Agent 5 guides customers through authentication, resets, and access issues—without compromising security.
Product recommendations that make sense
Which savings account? Should I upgrade my card? Agent 5 helps customers understand their options based on their needs—personalized guidance, not pushy sales.
Transaction disputes and chargebacks
Customers report disputed charges, request refunds, or ask about chargeback status. Agent 5 collects details, initiates investigations, and keeps customers informed throughout.
Compliance built-in, not bolted on
Agent 5 won't share sensitive data inappropriately, give financial advice, or violate regulations. It verifies identity, logs every action, and escalates when needed. Your compliance team controls everything.
Why financial institutions choose Agent 5
Built specifically for regulated industries where accuracy and compliance aren't optional.
| What Matters in Finance | Agent 5 | Traditional Solutions |
|---|---|---|
| Data Security | Encryption at rest & transit (SOC 2 in progress) | Varies by vendor |
| Compliance | GDPR compliant, audit logs (SOC 2 in progress) | Basic compliance |
| PII Handling | Automatic redaction | Manual processes |
| Response Accuracy | 95%+ verified responses | 60-70% accuracy |
| Fraud Prevention | Real-time verification | Limited checks |
| Audit Trail | Complete conversation logs | Partial logging |
| Handoff to Human | Seamless with context | Customer restarts |
| Cost per Interaction | $0.99 per resolution | $5-15 per ticket |
Questions we hear from compliance teams
Direct answers to the concerns that matter most in financial services.
Impacting the lives
of millions of users.
70%+ automation rates. All-time high satisfaction scores. 24/7 coverage in multiple languages.
Read Customer Stories
