Customer Support Agents for Fintech: resolve tickets before they reach your team.
Customer Support Agents 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
- New ticketA customer writes in with a question
- AgentAnswer common questions instantly
- In your toolsResolve tier-1 tickets end to end
- DonePull answers from your help center
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that customer support agents 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 common questions instantly
- Resolve tier-1 tickets end to end
- Pull answers from your help center
- Escalate the hard ones with context
- Work across chat, email and voice
- Stay on-brand and on-policy
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
“The numbers sold it: about 60% of tickets close without anyone on the team touching them, and a backlog that used to sit at 400 tickets is under 30. It paid for itself in six weeks. What I didn't expect was how much calmer the office feels.”
“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 we got through peak season without the three temps we usually hire. For what it costs, it's the best money we spend.”
“Our CSAT went from 4.1 to 4.7. That's the headline. What won my team over is how the customer support agent handles the odd cases: it hands them to a person with full notes instead of guessing.”