AI Agent for Finance: Serve Clients, Stay Compliant
Financial services clients expect instant, accurate information. An AI agent trained on your products and policies answers questions consistently while maintaining strict compliance. InsertChat runs on European servers with audit trails and data controls built in.
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Financial Services Challenges
We Help Solve
Common pain points that financial services businesses face鈥攁nd how AI agents address them.
Client questions require expertise
Financial products are complex. Staff need deep knowledge to answer accurately, creating bottlenecks.
Compliance requirements are strict
Every client interaction must be accurate and documented. Inconsistent information creates regulatory risk.
24/7 service expectations
Markets don't close. Clients expect answers outside business hours.
Data residency concerns
US-based AI tools create data sovereignty issues for European clients and regulators.
What You Get
With InsertChat
Results you can expect when you deploy an AI agent for your business.
- Consistent, compliant answers to client questions
- 24/7 availability for common inquiries
- Full audit trail of all interactions
- European data residency for regulatory compliance
Key Features
for Financial Services
Capabilities that make InsertChat the right choice for your industry.
Product Knowledge Training
Train on your products, rates, terms, and conditions. Clients get accurate, current information.
Compliance Controls
Define what the AI can and cannot say. Ensure regulatory requirements are met.
Audit Logging
Complete record of all conversations for compliance review.
European Data Residency
Data never leaves European servers. Meet GDPR and local data sovereignty requirements.
Secure Authentication
Integrate with your identity provider for verified client access.
Human Escalation
Complex questions route to advisors with full context.
Integrations
That Matter
Connect with the tools financial services businesses already use.
Compliance
& Security
Meeting financial services industry requirements.
InsertChat runs on European servers with GDPR-native architecture. Your data never leaves Europe and is never shared with third parties.
Recommended
Plan
Based on typical needs for your industry.
Business plan ($499/mo) minimum for compliance features. Enterprise ($899/mo) for firms requiring dedicated support and SLAs.
What our users say
We deployed AI support in 20 minutes. Our response time dropped by 80%. Customers love it.
Marcus Weber
Head of Support, Notion
Finally, one place for all my AI needs. The ability to switch models mid-conversation is game-changing.
Sarah Chen
Product Designer, Figma
The white-label option let us offer AI services to our clients overnight. Revenue grew 40% in Q1.
Elena Rodriguez
Agency Founder, Digitale Studio
Frequently asked questions
Tap any question to see how InsertChat would respond.
Contact supportInsertChat
AI Support
Hey! 馃憢 Browsing Product questions. Tap any to get instant answers.
What is InsertChat?
An AI agent workspace that lets you build agents grounded in your knowledge and deploy them to web, app, or API. Connect tools and integrations to complete workflows.
What's the difference between an agent and an InsertChat agent?
A basic agent is prompt-only. InsertChat agents are grounded in your sources, configurable per use case, and able to use tools and integrations.
How do agents stay accurate and avoid hallucinations?
Ground your agent in a knowledge base your team controls and keep it fresh. Use analytics to find gaps and improve coverage over time.
What can I connect as knowledge?
URLs, sitemaps, documents (PDF and office files), media like YouTube and audio, and structured data. The goal is a clear source of truth for answers.
Do sources stay up to date?
Yes. Refresh sources on demand or set up scheduled refresh depending on the source type.
Can I control how the agent behaves?
Yes. Control prompts, model choice, tool access, and agent experience so behavior stays consistent.
Which AI models can I use?
GPT-5.2, Claude Sonnet 4.5, Gemini 3.0, Llama 4, Grok 4.1, DeepSeek V3.2, and more. Choose the model per chat, or use BYOK to manage provider access yourself.
Can I pick different models for different workflows?
Yes. Use a faster model for common questions and a stronger model for complex reasoning. InsertChat supports that balance per conversation.
Where can I deploy an agent?
Website widget, in-app embed, or API. Keep one agent setup and reuse it across channels.
Do I need coding skills?
No. Build and deploy AI agents using our visual builder. The embed code is one line of JavaScript.
Can I customize the branding and UI?
Yes. Customize the widget to match your brand. White-label options are available for a fully branded experience.
Can I use my own domain?
Yes. Custom domains are supported, typically via enterprise options.
Does InsertChat support voice?
Yes. Voice dictation and text-to-speech let users speak instead of type.
Does InsertChat support vision?
Yes. Enable vision for agents when images help clarify a request or context.
What tools and integrations are supported?
Zendesk, HubSpot, Shopify, WooCommerce, calendar booking, web search, Perplexity, and webhooks for your own systems.
Can I control which tools the agent is allowed to use?
Yes. Tool access is controlled per agent so you enable only what you need.
Can the agent hand off to a human?
Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.
Do you provide analytics?
Yes. Track chats, leads, feedback, and credits used. Find gaps in coverage and prioritize fixes.
Is it mobile friendly?
Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.
What's the fastest path to a successful deployment?
Start with one agent and a small set of high-value sources. Iterate using real questions from analytics.
What is the fastest way to get started?
Create an account, upload one document, and ask your first question. Most teams go live in under 5 minutes.
Product FAQ
What is InsertChat?
An AI agent workspace that lets you build agents grounded in your knowledge and deploy them to web, app, or API. Connect tools and integrations to complete workflows.
What's the difference between an agent and an InsertChat agent?
A basic agent is prompt-only. InsertChat agents are grounded in your sources, configurable per use case, and able to use tools and integrations.
How do agents stay accurate and avoid hallucinations?
Ground your agent in a knowledge base your team controls and keep it fresh. Use analytics to find gaps and improve coverage over time.
What can I connect as knowledge?
URLs, sitemaps, documents (PDF and office files), media like YouTube and audio, and structured data. The goal is a clear source of truth for answers.
Do sources stay up to date?
Yes. Refresh sources on demand or set up scheduled refresh depending on the source type.
Can I control how the agent behaves?
Yes. Control prompts, model choice, tool access, and agent experience so behavior stays consistent.
Which AI models can I use?
GPT-5.2, Claude Sonnet 4.5, Gemini 3.0, Llama 4, Grok 4.1, DeepSeek V3.2, and more. Choose the model per chat, or use BYOK to manage provider access yourself.
Can I pick different models for different workflows?
Yes. Use a faster model for common questions and a stronger model for complex reasoning. InsertChat supports that balance per conversation.
Where can I deploy an agent?
Website widget, in-app embed, or API. Keep one agent setup and reuse it across channels.
Do I need coding skills?
No. Build and deploy AI agents using our visual builder. The embed code is one line of JavaScript.
Can I customize the branding and UI?
Yes. Customize the widget to match your brand. White-label options are available for a fully branded experience.
Can I use my own domain?
Yes. Custom domains are supported, typically via enterprise options.
Does InsertChat support voice?
Yes. Voice dictation and text-to-speech let users speak instead of type.
Does InsertChat support vision?
Yes. Enable vision for agents when images help clarify a request or context.
What tools and integrations are supported?
Zendesk, HubSpot, Shopify, WooCommerce, calendar booking, web search, Perplexity, and webhooks for your own systems.
Can I control which tools the agent is allowed to use?
Yes. Tool access is controlled per agent so you enable only what you need.
Can the agent hand off to a human?
Yes. Configure human handoff so the agent escalates when needed. Full conversation history is passed along.
Do you provide analytics?
Yes. Track chats, leads, feedback, and credits used. Find gaps in coverage and prioritize fixes.
Is it mobile friendly?
Yes. The widget and embeds work well on desktop and mobile with no separate experience needed.
What's the fastest path to a successful deployment?
Start with one agent and a small set of high-value sources. Iterate using real questions from analytics.
What is the fastest way to get started?
Create an account, upload one document, and ask your first question. Most teams go live in under 5 minutes.
Ready to deploy AI for Financial Services?
Start your 7-day free trial today.
7-day free trial 路 Cancel anytime 路 No commitment