# AI agents for reliable financial services.

Update accounts, reset passwords, answer FAQs, manage transfers, and more with conversational AI agents. Resolve over 50% of customer service transactions and consistently deliver your best brand experience.

- [Request a demo](/content/request-a-demo/index.html)

# How financial services companies use PolyAI.

## 24/7 conversational account services.

Answer every call immediately, 24/7, and enable customers to ask questions, make payments, and manage their accounts through natural conversations.

## Generative AI, without the risk.

Harness the flexibility and conversational nature of generative AI to handle a broader range of customer queries, while keeping interactions safe and aligning responses with your brand values.

## Deliver personalized support, at scale.

Remember every customer and offer repeat services, send outbound reminders, and offer priority service to those who need it most.

## Hear PolyAI in action

Listen to Tammy's balance inquiry

- [All call recordings](/content/resources?contentType=callRecording/index.html)

## Delight customers with conversational account services.

Offer efficient first-class customer service at scale.

# Deliver competitive CX at scale.

- Enable customers to ask questions, make payments, and perform other account transactions in natural language without waiting for an agent.
- Create a custom brand voice that speaks just like your best agent and free up your team to focus on the customers who need them most.

# Maximize efficiency and scale securely.

- Increase contact center capacity and meet the demands of highly volatile call volumes 24/7/365 without investing in outsourced or offshore support.
- Answer thousands of calls simultaneously, managing peaks effectively, and fully contain up to 30% of repetitive calls normally handled by agents.
- Ensure the necessary steps are taken to meet regulatory and security standards with ISO27001, SOC-2 Type 2, Cyber Essentials, PCI, and HIPAA certifications.

# Empower your teams.

- Upskill and redeploy agents by offloading repetitive calls to your AI agent.
- Use the time gained back to strengthen agents’ skills and enhance the customer and agent experience.
- Access structured conversational data and operational insights to drive improvements to customer experience.

## What to expect from PolyAI for financial services.

-1,218,803,673%+
calls resolved  
-243,760,735  
point increase in CSAT  
-1,513,413,136%
reduction in cost per contact

## Fluent in your tools

[See more integrations](/content/integrations/index.html)

# Your trusted financial services partner

## Security

24/7 support with compliance certification to meet your needs including ISO 27001, SOC 2, PCI DSS, GDPR and more.

## Integrations

No need to change your tech stack. Out-of-the-box and custom integrations make implementation safe and easy.

## Data and insights

Real-time insights. No data gaps, manual compiling, or business decisions based on guesswork.

## Need more answers? We've got you covered

### What common financial services use cases can conversational AI assist with?

Conversational AI can assist in a variety of financial services, including:

**Customer support**: Handling inquiries, troubleshooting issues, and providing account information.

**Personalized financial advice:** Offering tailored investment, budgeting, or savings tips based on user preferences.

**Transaction processing:** Assisting with payments, transfers, and bill payments through voice or chat interfaces.

**Fraud detection:** Flagging suspicious activities and confirming transactions with users.

**Account management:** Helping customers check balances, review statements, or modify account settings.

### What are the applications of conversational AI in banking?

In banking, conversational AI is commonly used for:

**Automated customer support:** Answering questions about banking products, services, and account details.

**Chatbots for self-service:** Allowing users to complete transactions or find information without needing human assistance.

**Loan applications:** Guiding customers through the process of applying for personal or business loans.

**Fraud prevention:** Using AI to detect unusual patterns and alert users to potential security threats.

**Banking assistance:** Providing help with everyday tasks like transferring funds or setting up alerts for transactions.