Knowledge Base Agents for Fintech: answer from your documents, with citations.
Knowledge Base 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
- QuestionSomeone needs an answer from the data
- AgentAnswer from your content
- In your toolsCite the source every time
- DoneStay current as docs change
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that knowledge base 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 from your content
- Cite the source every time
- Stay current as docs change
- Say when unsure
- Work in chat and search
- Keep answers 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: we cover three times as many accounts with the same team, and the Monday report lands at 7am with every source cited. It paid for itself in six weeks. What I didn't expect was how much calmer the office feels.”
“Nobody owned onboarding and KYC prompts, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. We got through peak season without the three temps we usually hire. Next up is support deflection.”
“Our analysts got back 12 hours a week each. That's the headline. What won my team over is how the knowledge base agent handles the odd cases: it hands them to a person with full notes instead of guessing.”