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Banking & Finance
Secure, always-on answers for banking and fintech customers
Explain products, guide onboarding, and escalate fraud or disputes on WhatsApp and Web—without putting the call center on every routine question.
SOC2GDPRPCI-DSSAudit logs
How it works
Data ingestion → secure processing → agent action
Approved product knowledge stays inside your boundaries while customers get instant, auditable answers.
Step 1
Data ingestion
Rate sheets, fee PDFs, KYC checklists, and approved FAQs.
Step 2
Secure processing
Sensitive-data guardrails, audit logs, and escalation rules.
Step 3
Agent action
Self-serve answers—or CRM / fraud team handoff with transcript.
Web ChatWhatsAppEmail
Use-case inspector
Explore how ChatMaven handles banking & finance workflows
Balance & Mini-Statement
Answer routine account questions within the guardrails you set. Escalate disputes and suspected fraud to your team immediately.
Example ask: “What's my account balance today?”
Product preview
Try the live Banking & Finance agent
Test how our AI agent handles balance questions, eligibility, and KYC guidance in real-time—with secure handoff when needed.
“What's my account balance today?”“Do I qualify for the premium savings account?”“Which documents do I need for KYC?”
SVerified
Secure Banking
online · WhatsApp
What is my account balance?
8:02 AMYour balance is ₹42,850. Would you like a mini-statement?
8:02 AMYes, last 5 transactions.
8:03 AMSent. Two UPI credits and one EMI debit today. Anything else?
8:03 AMBlock my cardKYC documents?
AI Agent Active · Secure 24/7 Support
Built for regulated teams
Trust, auditability, and clear handoffs
Customers expect instant clarity on balances, eligibility, and next steps. ChatMaven answers from your approved knowledge and policies, then hands sensitive cases to specialists with full context.
Impact
Measure deflection without sacrificing trust
Track automation, response time, and CSAT while sensitive cases still reach specialists.
ChatMaven Analytics
Live performance preview
78%
Tickets automated
5s
Avg response time
97%
Customer satisfaction
Automation mix
Balance / FAQ88%
Product eligibility74%
Fraud handoff12%
97%CSAT
Live sandbox
Try the live Banking & Finance agent
Test how our AI agent handles balance questions, eligibility, and KYC guidance in real-time—with secure handoff when needed.
“What's my account balance today?”“Do I qualify for the premium savings account?”“Which documents do I need for KYC?”
Omnichannel
Works with the channels you already use
Publish one trained agent across messaging, web chat, email, and your CRM—without rebuilding playbooks per channel.
WCWeb ChatWHWhatsAppEMEmailHUHubSpotSLSlack
Get started today
Bring AI to banking with the right guardrails
Pilot on one product line, measure deflection and CSAT, then expand with the same playbook across channels.
Free plan available · No credit card needed · Cancel anytime