AI Agent for Fintech: Product FAQ & Compliance Support
Answer product and policy questions with AI trained on your approved content. Role-based access, audit trails, and secure infrastructure ensure compliance. Reduce support tickets while maintaining trust.
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Great for
Includes
Grounded answers
from your content
Keep responses aligned with the materials your team maintains.
Knowledge base
Connect websites, docs, media, and structured sources.
Docs and policies
Use PDFs and policy docs as sources.
Embeds
Deploy a branded widget experience on key pages.
Scope control
Keep data scoped per workspace and agent.
Improve coverage
over time
Use visibility and controls to keep quality high as volume increases.
Roles
Assign access so the right people manage the right agents.
Visibility
See what users ask and fill gaps.
Agent controls
Tune prompts and tools per agent.
Multi-model
Choose models per chat in one workspace.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Fewer repetitive questions across channels
- Faster answers grounded in your sources
- Cleaner handoffs when humans take over
- Visibility into what people ask most