AI agents for banking & financial services
Handle customer service, lending follow-up, and operational work with financial AI agents built for banks, lenders and credit unions.
Trusted by 100+ enterprises, including
Contact centre & member service
Resolve routine contacts on the first touch
Resolve your highest-volume contact reasons
Answer common questions about rates, products, fees, account opening, branch hours, and next steps from approved content.
Reduce AHT with faster intake
Capture intent, contact reason, and relevant context before the interaction reaches a live agent.
Warm-transfer complex requests with context
Improve FCR by sending sensitive or complex contacts to the right queue with the transcript and summary attached.
24/7 coverage without adding the same FTE load
Handle evening, weekend, and peak-period demand across chat, voice, and multiple languages, including Canadian French.
SalesforceDigital acquisition
Turn digital traffic into advisor conversations
Capture product intent in real time
Identify interest in GICs, mortgages, savings, account opening, and other priority products.
Convert intent into booked appointments
Connect qualified prospects with the right advisor, loan officer, or relationship manager while intent is high.
Support seasonal acquisition campaigns
Adapt journeys for RRSP season, rate campaigns, referrals, and other product priorities.
Surface high-intent demand
Use conversation and engagement signals to identify prospects ready for the next step.
Operations, risk & compliance
Keep operational queues moving
- Keep KYC refreshes on schedule
- Prepare exceptions for analyst review
- Route complaints within SLA
- Close stale and incomplete cases
Proven outcomes in production
From 9 staffed hours to 24/7 coverage
A debt relief firm now answers the 2 AM inquiries its daytime chat team missed. 1 in 5 conversations books a consultation.
Read the story →
2.7× more leads at 90% lower cost
Tax-planning software for advisors answers pricing questions around the clock and routes support questions to its team.
Read the story →“If we turned it off, we’d immediately have more emails and calls to the customer service team.”
Jared TwitchellVP of Digital Enablement, 401GOGovernance and oversight
Control what agents can access, what they can do, and when a person needs to step in.
Human review where it counts
You decide what an agent completes on its own and what needs a person to approve.
Approved content only
Answers come from the disclosures, rate sheets and procedures you load. Nothing else.
A full audit trail
Every conversation, lookup and system update is logged for audit and complaint review.
SOC 2 Type II and SOC 3
Audited annually. GDPR and CCPA compliant.
Your infrastructure, your region
Dedicated hosting with data residency in Canada, the US or Europe, and your choice of model.
Always a path to a person
Customers can reach your staff at any point, and the conversation goes with them. No dead ends.
Every change on record
Every prompt, policy and change is versioned, so model risk can review what the agent was told and when.
Enterprise SSO and roles
Single sign-on and role-based access, so only the right staff can change what agents do.
Enterprise deployment
Built to scale with your team
Work directly with Expertise, keep the systems you already run, and expand usage without credit limits.
Unlimited usage
Run high-volume customer and internal workflows without metering every interaction.
Forward deployment
We help configure workflows, connect systems, test real scenarios, and tune agents in production.
Works with your existing stack
Connect to core banking, loan origination, CRM, contact centre, case management, document systems, email, and calendar.
Frequently asked questions
Start with the workflow that's costing you the most
Bring one queue, one call driver or one backlog. We'll show you what it looks like in production.