Internal Knowledge Assistants for Fintech: give your team instant answers from internal docs.
Internal Knowledge Assistants 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
- QuestionSomeone needs an answer from the data
- AgentSearch wikis, drives and tickets
- In your toolsAnswer with citations
- DoneRespect access permissions
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that internal knowledge assistants 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
- Search wikis, drives and tickets
- Answer with citations
- Respect access permissions
- Onboard new hires faster
- Live in Slack or Teams
- Get better as your docs grow
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: research that took two days now takes about an hour, and we cover three times as many accounts with the same team. It paid for itself in the first month. What I didn't expect was how much calmer the office feels.”
“Onboarding and KYC prompts used to eat two or three hours of every day. The agent owns it now, about 60% of tickets close without anyone on the team touching them, and the only cases that reach us are the ones that need a person.”
“The Monday report lands at 7am with every source cited. That's the headline. What won my team over is how the internal knowledge assistant handles the odd cases: it hands them to a person with full notes instead of guessing.”