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
What the agent executes
Financial operations in the institution's systems
- WhatsAppApp
Pix and transfers
Confirmed by code, and the same operation never executes twice.
Receipt in the conversation.
- WhatsAppWebsiteApp
Boleto
Reads the boleto (bank slip) from a photo, pays it and issues a duplicate.
Payment confirmed or duplicate as PDF.
- AppWhatsApp
Statement and limit
Balance, statement and limit lookup, after secure identification.
Balance, statement and limit at once, no call.
- WhatsAppWebsite
Account opening and credit
Data collected through a secure form and routed to the institution's flow.
Application routed with the data verified.
A different request? Bring it to the demo: we show the agent executing your flow. Read the use case articles
Getting started
From the most repeated request to the pilot, in the first week.
The product or customer service team puts the agent live, in the dashboard. IT steps in once, to point to the API documentation.
- Day 1
Connect the channel
WhatsApp number, code snippet on the website or app key. No project.
- Day 2
Declare the use case
What the agent collects, what it validates and which operation it calls. In business language, no code.
- Day 2
Simulate before publishing
Talk to the agent in the simulator and see every operation it called.
- Days 3 to 4
Connect your systems
Import your API documentation; the agent starts executing its operations.
- Week 1
Pilot with a controlled group
Only the customers you release talk to the agent. Then expand in stages.
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