AI Receptionists for Fintech: answer every call and book every appointment, day or night.
AI Receptionists set up for fintech, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- Incoming callA caller asks for help
- AgentAnswer in one ring, 24/7
- In your toolsBook appointments into your calendar
- DoneAnswer FAQs from your knowledge base
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that AI receptionists can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR FINTECH
- Answer in one ring, 24/7
- Book appointments into your calendar
- Answer FAQs from your knowledge base
- Qualify and transfer to a human
- Take messages and log them
- Send SMS confirmations and reminders
WORKS WITH YOUR STACK
- Stripe
- Intercom
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Stripe and Intercom, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: SOC 2 in progress.
What teams in fintech say
“If you're on the fence, book the call. We were live within the week, and after-hours calls turn into booked visits instead of hang-ups. My only regret is that we waited a year to do it.”
“We handed over logins on a Monday and the agent was handling onboarding and KYC prompts by the end of the week. Inside 60 days first replies went from 9 hours to under a minute. For what it costs, it's the best money we spend.”
“We tried building this ourselves and gave up after three months. They had the AI receptionist running inside our own tools in days. Since then no-shows dropped from 18% to 6%, and any change we ask for is done that week.”