FINI AI FOR FINANCE
FINI AI FOR FINANCE
FINI AI FOR FINANCE
Scale your Financial Support with Sophie
Scale your Financial Support with Sophie
Resolve 80% of customer queries, automate product queries, transaction inquiries, and more—while ensuring 24/7 secure, compliant support, and deliver instant customer delight
Resolve 80% of customer queries, automate product queries, transaction inquiries, and more—while ensuring 24/7 secure, compliant support, and deliver instant customer delight
SOC II, GDPR & ISO Compliant,
Access our Security
SOC II, GDPR & ISO Compliant,
Access our Security
SOC II, GDPR & ISO Compliant,
Access our Security
We've helped leading financial enterprises re-imagine CX
We've helped leading financial enterprises re-imagine CX
We've helped leading financial enterprises re-imagine CX
AI Support Agents
fine-tuned for Fintech
AI Support Agents
fine-tuned for Fintech
AI Support Agents
fine-tuned for Fintech
From secure transaction inquiries to dispute resolution, Sophie autonomously handles your toughest fintech support challenges with zero human touch, at scale and with full compliance.
From secure transaction inquiries to dispute resolution, Sophie autonomously handles your toughest fintech support challenges with zero human touch, at scale and with full compliance.
A complete no-brainer
“It’s hard to believe we have automated more than 90% of our support queries in the first three months with Fini. Earlier this year, we evaluated six AI tools with three key focus areas in mind: enhancing customer experience, achieving high automation rates for complex inquiries, and automating the creation of new content. Fini is unique in it’s ability to achieve all three. It’s a complete no-brainer for any business”
Lori McCool
CX Lead - Columntax
queries deflected
94%
Accuracy
98%
A complete no-brainer
“It’s hard to believe we have automated more than 90% of our support queries in the first three months with Fini. Earlier this year, we evaluated six AI tools with three key focus areas in mind: enhancing customer experience, achieving high automation rates for complex inquiries, and automating the creation of new content. Fini is unique in it’s ability to achieve all three. It’s a complete no-brainer for any business”
Lori McCool
CX Lead - Columntax
queries deflected
94%
Accuracy
98%
A complete no-brainer
“It’s hard to believe we have automated more than 90% of our support queries in the first three months with Fini. Earlier this year, we evaluated six AI tools with three key focus areas in mind: enhancing customer experience, achieving high automation rates for complex inquiries, and automating the creation of new content. Fini is unique in it’s ability to achieve all three. It’s a complete no-brainer for any business”
Lori McCool
CX Lead - Columntax
queries deflected
94%
Accuracy
98%
Transform Your Support with Sophie in 60 Days
Transform Your Support with Sophie in 60 Days
Deploy Sophie, the AI agent built for fintech, to resolve account inquiries, handling complex transaction related issues and ensure regulatory compliance—all in just 60 days.
Discovery & Kick-off
In this phase, Sophie is trained on fintech-specific workflows, ensuring she understands regulatory requirements and customer concerns from day one.
Outcome
60-day roadmap to reach 80% deflection rate at human level accuracy
Defined success metrics (CSAT, deflection rate, resolution time, etc.)
WHAT WE need from you?
Access to Knowledge (Help center, SOPs, past tickets etc.)
Brand Voice & Tone Guidelines
Business objectives (AI responses, categorization, etc.)
Access to CRM, helpdesk, and relevant tools/ APIs
Discovery & Kick-off
In this phase, Sophie is trained on fintech-specific workflows, ensuring she understands regulatory requirements and customer concerns from day one.
Outcome
60-day roadmap to reach 80% deflection rate at human level accuracy
Defined success metrics (CSAT, deflection rate, resolution time, etc.)
WHAT WE need from you?
Access to Knowledge (Help center, SOPs, past tickets etc.)
Brand Voice & Tone Guidelines
Business objectives (AI responses, categorization, etc.)
Access to CRM, helpdesk, and relevant tools/ APIs
Discovery & Kick-off
In this phase, Sophie is trained on fintech-specific workflows, ensuring she understands regulatory requirements and customer concerns from day one.
Outcome
60-day roadmap to reach 80% deflection rate at human level accuracy
Defined success metrics (CSAT, deflection rate, resolution time, etc.)
WHAT WE need from you?
Access to Knowledge (Help center, SOPs, past tickets etc.)
Brand Voice & Tone Guidelines
Business objectives (AI responses, categorization, etc.)
Access to CRM, helpdesk, and relevant tools/ APIs
Deflection Rate
0%
Deflection Rate
0%
Handling Basic Banking & Account Queries
Sophie starts handling high-volume support inquiries, ensuring customers get instant, accurate answers.
Outcome
Automates 40% of queries like account balances, card activation, and transaction history.
Sophie achieves 90%+ accuracy on all tickets handled
WHAT WE need from you?
Weekly alignment calls to provide essential feedback for training and optimization
Provide product catalog and FAQ data.
Review initial AI responses and share feedback for refinement.
Handling Basic Banking & Account Queries
Sophie starts handling high-volume support inquiries, ensuring customers get instant, accurate answers.
Outcome
Automates 40% of queries like account balances, card activation, and transaction history.
Sophie achieves 90%+ accuracy on all tickets handled
WHAT WE need from you?
Weekly alignment calls to provide essential feedback for training and optimization
Provide product catalog and FAQ data.
Review initial AI responses and share feedback for refinement.
Handling Basic Banking & Account Queries
Sophie starts handling high-volume support inquiries, ensuring customers get instant, accurate answers.
Outcome
Automates 40% of queries like account balances, card activation, and transaction history.
Sophie achieves 90%+ accuracy on all tickets handled
WHAT WE need from you?
Weekly alignment calls to provide essential feedback for training and optimization
Provide product catalog and FAQ data.
Review initial AI responses and share feedback for refinement.
Deflection Rate
30%
Deflection Rate
30%
Transaction Disputes & Payment Issues
Sophie expands to resolving complex transaction-related issues with precision, increasing resolution speed.
Outcome
Automates 60% of payment disputes, chargebacks, and failed transaction inquiries
Secure authentication workflows ensure compliance with financial regulations
WHAT WE need from you?
API access to payment gateways, fraud monitoring, and dispute resolution systems
Define refund, dispute, and escalation policies for Sophie to follow
Transaction Disputes & Payment Issues
Sophie expands to resolving complex transaction-related issues with precision, increasing resolution speed.
Outcome
Automates 60% of payment disputes, chargebacks, and failed transaction inquiries
Secure authentication workflows ensure compliance with financial regulations
WHAT WE need from you?
API access to payment gateways, fraud monitoring, and dispute resolution systems
Define refund, dispute, and escalation policies for Sophie to follow
Transaction Disputes & Payment Issues
Sophie expands to resolving complex transaction-related issues with precision, increasing resolution speed.
Outcome
Automates 60% of payment disputes, chargebacks, and failed transaction inquiries
Secure authentication workflows ensure compliance with financial regulations
WHAT WE need from you?
API access to payment gateways, fraud monitoring, and dispute resolution systems
Define refund, dispute, and escalation policies for Sophie to follow
Deflection Rate
50%
Deflection Rate
50%
Secure Actions & Compliance Automation
Sophie now assists with more sensitive requests like fraud alerts, security verification, and compliance inquiries
Outcome
Automates secure processes like password resets, KYC verifications, and fraud alert handling
Reduces risk exposure while maintaining high-resolution accuracy
WHAT WE need from you?
Define compliance-related workflows and approval processes
Secure Actions & Compliance Automation
Sophie now assists with more sensitive requests like fraud alerts, security verification, and compliance inquiries
Outcome
Automates secure processes like password resets, KYC verifications, and fraud alert handling
Reduces risk exposure while maintaining high-resolution accuracy
WHAT WE need from you?
Define compliance-related workflows and approval processes
Secure Actions & Compliance Automation
Sophie now assists with more sensitive requests like fraud alerts, security verification, and compliance inquiries
Outcome
Automates secure processes like password resets, KYC verifications, and fraud alert handling
Reduces risk exposure while maintaining high-resolution accuracy
WHAT WE need from you?
Define compliance-related workflows and approval processes
Deflection Rate
70%
Deflection Rate
70%
Full AI Automation & Optimization
Now fully optimized, Sophie independently resolves 80% of support issues, 24*7 across email and chat
Outcome
~80% of tickets deflected
CSAT improves by ~10%
50% reduction in support costs
<5 sec first response time
Congrats, Sophie is now the best agent on your team!
Full AI Automation & Optimization
Now fully optimized, Sophie independently resolves 80% of support issues, 24*7 across email and chat
Outcome
~80% of tickets deflected
CSAT improves by ~10%
50% reduction in support costs
<5 sec first response time
Congrats, Sophie is now the best agent on your team!
Full AI Automation & Optimization
Now fully optimized, Sophie independently resolves 80% of support issues, 24*7 across email and chat
Outcome
~80% of tickets deflected
CSAT improves by ~10%
50% reduction in support costs
<5 sec first response time
Congrats, Sophie is now the best agent on your team!
Deflection Rate
80%
Deflection Rate
80%
Enterprise Grade Security for all fintech data
Enterprise Grade Security for all fintech data
Enterprise Grade Security for all fintech data
At Fini, protecting your data is our highest priority. Fini is compliant with leading security standards and has passed rigorous audits to ensure your information is always secure and confidential. We do not train on your data.
At Fini, protecting your data is our highest priority. Fini is compliant with leading security standards and has passed rigorous audits to ensure your information is always secure and confidential. We do not train on your data.
At Fini, protecting your data is our highest priority. Fini is compliant with leading security standards and has passed rigorous audits to ensure your information is always secure and confidential. We do not train on your data.
Ensures strict privacy standards for customer data protection
Ensures strict privacy standards for customer data protection
Ensures strict privacy standards for customer data protection
Internationally recognized standard for information security
Internationally recognized standard for information security
Internationally recognized standard for information security
Industry-leading controls for secure data management
Industry-leading controls for secure data management
Industry-leading controls for secure data management
Deploy Fini’s AI Agent on your existing Help Desk
Deploy Fini’s AI Agent on your existing Help Desk
From $0.49
From $0.49
per resolution