Financial services
Pix, boleto and statements executed in the conversation, with the rules in your core
For banks, fintechs, credit unions and lenders. The customer asks, confirms with a code outside the AI and receives the receipt.
The problem
Financial service needs security and scale at the same time
- 01
Regulated operation
Every transaction needs validation, limits and anti-fraud checks that the AI cannot decide on its own.
- 02
Volume in messaging channels
Customers already handle their banking on their phones and expect the same answer on WhatsApp.
- 03
Cost of each interaction
Repeated requests tie up the team that should be handling the complex cases.
In practice
A Pix transfer confirmed outside the AI
The agent understands the request, the confirmation code goes through a separate channel and the receipt comes back in the conversation.
Example Bank
verified account
- hi, I want to send 250 to Ana by pix
- Sure. I found Ana Souza in your contacts (key ***-4411). Is that her?
- yes, that is her
- To confirm the Pix transfer of R$ 250.00, enter the code I sent by SMS.
- • • • • • •
- comprovante-pix.pdfDone: Pix transfer of R$ 250.00 sent to Ana Souza.
What the agent executes
Financial operations in the institution's systems
Pix and transfers
Confirmed by code, and the same operation never executes twice.
Boleto
Reads the boleto (bank slip) from a photo, pays it and issues a duplicate.
Statement and limit
Balance, statement and limit lookup, after secure identification.
Account opening and credit
Data collected through a secure form and routed to the institution's flow.
Industry questions
Financial services and security
Who decides whether a transaction is authorized?
Your systems. The agent calls the operation; validation, limits and anti-fraud stay with the institution's rules.
Do passwords and codes go through the AI?
No. They come in through a secure form in the channel and go straight to the system.
Does it run in the institution's cloud?
Yes. The platform is installed in your environment.
Next step
See a Pix transfer executed with your rules
Schedule a demo with your financial services use case.
- 01Chat with the assistant: it asks for your details and what you are looking for
- 02The sales team receives your contact right away
- 03Demo with your use case
- 04Proposal and start of the pilot with a controlled group of customers