IndustriesFinancial services
More accounts opened, more sales closed, more customers who stay.
From the first offer to the last installment, the agent qualifies, simulates, collects documents and handles collections on WhatsApp, RCS or webchat, always inside your compliance policy.
Benefits
Scale, speed and compliance in the same conversation.
Conversation at scaleThousands of customers at once, each with the offer that fits their profile, at any hour.
Speed and resolutionSimulation, documents and signature in the same conversation. The customer gets it done without queues or switching channels.
Security and complianceOnly approved offers and rates, sensitive data protected and every action on record.
Use cases
What the agent can do in financial services.
Qualification agent · Sales agentLead qualificationAsks the questions in your policy and only hands your team the leads that fit.CRM · Credit bureau
Sales agentLoan simulationSimulates payroll, personal and home equity loans with the rates from your credit engine.Credit engine
Collections agent · CX agentCollectionsReminds before the due date, negotiates inside the rules and sends the payment link.Billing · Payments
Sales agent · Support agentAccount openingCollects documents and selfie, runs KYC and opens the account in the chat.KYC · Core banking
Sales agent · CX agentProposal and documentsCollects the documents, tracks the proposal and tells the customer every status.Origination · CRM
Sales agent · Marketing agentCross-sellOffers insurance, cards or investments by profile, only from approved offers.CRM · Products
Products the agent can run
Payroll loans (private, public and retirees)Personal loansCredit cardsSalary advanceFGTS advanceVehicle-secured loansVehicle financing
These are examples, not the limit.Each agent is built around your flows, your systems and your rules. If it happens in a conversation, an agent can handle it.
Tell us your use case Platform and security
Every answer inside your policy, every action on record.
The policy is yours. The agent works inside your credit engine.
01GuardrailsThe agent only offers the products and rates your compliance team approved. Anything outside the policy is blocked before it reaches the customer.
02EvaluationsEvery agent is tested across thousands of scenarios before going live, and every new version goes through the same tests.
03HistoryEvery conversation and every action in your systems is logged, with a full trail for audit.
Offers and rates only inside the policy compliance approved.
Sensitive data handled under data protection law.
Hands off to a person on your team when needed, with a summary of the conversation.
Start with one flow.
Talk to sales Pick one flow, like lead qualification. We build the agent with your team and measure the result before the next one.
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