Why is my transfer still pending?
International transfers take 1–2 working days. Yours was sent today at 10:14.
From: Transfer timesIndustries / Fintech
Account questions answered, sensitive cases kept with your team
KYC guidance, transaction and account questions answered around the clock. Fraud flags, disputes and anything sensitive go straight to your compliance team.
- No card needed
- Live in 48 hours
- Cancel with 30 days’ notice
ChatWhy is my transfer still pending?
Answered by your agentInternational transfers take 1–2 working days. Yours was sent today at 10:14.
Transactions and limits
Status, limits, fees and statement questions, answered from your policies.
KYC and onboarding
Walks users through documents and verification steps.
Safe hand-over
Fraud flags and disputes go to your team with the conversation attached.
No financial decisions by AI
Disputes, fraud and account changes always go to a person. The AI handles the questions around them.
What your agent handles
KYC document guidance, balance, limit, fee and statement questions from your policies, and instant hand-over of fraud flags and disputes to your compliance team.
Which documents do I need for verification?
A passport or national ID, plus a utility bill from the last 3 months.
From: KYC guideI don't recognise a payment on my card.
I've flagged this to our security team now. They'll contact you within the hour.
Rule: Card securityThe problem
What slows fintech support down today
Customers worry when money is involved
A delayed transfer creates anxious, repeated messages within minutes.
Strict rules on what can be said
Answers about fees, limits and regulation must be exact.
Fraud and disputes need humans
Sensitive cases must never be handled by automation.
One conversation, start to finish
How a typical conversation goes
A typical conversation, showing what the AI handles and where your team takes over.
- A customer asks why a transfer is still pending.
- The agent explains normal processing times from your help centre.
- The customer mentions an unrecognised transaction.
- The agent stops, tells them a specialist will contact them, and alerts your risk team at once.
Trained for the questions fintech teams actually get
- Payment processorsTransaction status, failed payments
- Digital banksAccount questions, card issues, statements
- Lending platformsApplication status, document checklists
- Investment appsPlatform questions, never investment advice
- InsurtechPolicy questions, claim status
- Crypto platformsWallet questions; security issues go to your team
- Personal finance appsBudgeting features, sync issues
- B2B paymentsInvoice status, reconciliation questions
Sensitive account and compliance matters always go to your people.
Connections
Works alongside the tools you already use
Connected during setup through their APIs or our automation engine, so answers use your real data.
- Zendesk
- Freshdesk
- Notion
- Google Drive
- Slack
- HubSpot
Recommended plan
Enterprise
Fintech teams usually need Enterprise for custom rules, review of fixed answers and a dedicated contact.
FAQ
Fintech questions
Does it access customer accounts?
No. It answers from your public and internal help content. Account-specific actions go to your team.
How are fraud reports handled?
You set the trigger words. Any match is handed to your team immediately, and the agent does not try to answer.
Can answers about fees be locked?
Yes. Fees, limits and regulatory wording can be fixed answers, sent word for word.
Is our data used to train AI?
No. Your content and customer messages are used only to answer your customers.
Other industries we set up
SaaSBilling and plan questions
E-commerceWhere is my order?
Real estateInstant listing answers
Gyms and wellnessClass and session booking
Gyms and wellness
- Class and session booking
- Fewer no-shows
- Membership questions
RetailHours, locations and stock
LogisticsLive tracking answers
FintechTransactions and limits
EducationAdmissions and enrolment
Travel and hospitalityChanges and cancellations
Travel and hospitality
- Changes and cancellations
- Itinerary questions
- Guests in any language
Hospitals and diagnosticsTranscription turnaround
Hospitals and diagnostics
- Transcription turnaround
- Billing and invoices
- Facility and vendor questions
