FINI AI FOR FINANCE

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

14 day free trial

5/5 star rating

SOC II, GDPR & ISO Compliant,

Access our Security

We've helped leading financial enterprises re-imagine CX

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.

Resolve 80% tickets

Automate Transaction Inquiries, Disputes, and Account Updates

Sophie autonomously handles account balance inquiries, transaction disputes, failed payments, and more - resolving 80% tickets, and accelerating response times

fini finance ai support

Increase customer lifetime value

Drive Revenue Through AI-Powered Financial Interactions

By analyzing user transaction history and financial behavior, Sophie personalizes financial product recommendations, cross-sells credit products, and reduces churn—turning support into a revenue engine.

Ensure 24/7 secure financial support

Boost Customer Satisfaction and Compliance

With instant, multilingual support across email and chat, Sophie resolves banking and fintech queries in real-time while ensuring compliance with SOC 2, GDPR, and financial regulations—eliminating wait times for critical financial issues.

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

Lori McCool Fini AI Support

queries resolved

94%

Accuracy

98%

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.

Laying the foundation for AI-powered support

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% resolution rate at human level accuracy

Defined success metrics (CSAT, resolution 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

Day 0

Resolution

Rate

Achieved

Rate

125%

Day 0

Day 14

Day 30

Day 45

Day 60

Achieved Rate

0%

Target Rate

80%

Instant answers for basic questions

Handling Basic Banking & Account Queries

Sophie starts handling high-volume support inquiries, ensuring customers get instant, accurate answers.

Outcome

Automates 30% 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.

Day 14

Resolution

Rate

Achieved

Rate

125%

Day 0

Day 14

Day 30

Day 45

Day 60

Achieved Rate

30%

Target Rate

80%

Sophie handles complex support, happier customers

Transaction Disputes & Payment Issues

Sophie expands to resolving complex transaction-related issues with precision, increasing resolution speed.

Outcome

Automates 50% 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

Day 30

Resolution

Rate

Achieved

Rate

125%

Day 0

Day 14

Day 30

Day 45

Day 60

Achieved Rate

50%

Target Rate

80%

Sophie starts to take actions, getting close to human level support

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

Day 45

Resolution

Rate

Achieved

Rate

125%

Day 0

Day 14

Day 30

Day 45

Day 60

Achieved Rate

70%

Target Rate

80%

80%+ automation—support that never sleeps

Full AI Automation & Optimization

Now fully optimized, Sophie independently resolves 80% of support issues, 24*7 across email and chat

Outcome

~80% of tickets resolved

CSAT improves by ~10%

50% reduction in support costs

<5 sec first response time

Congrats, Sophie is now the best agent on your team!

Day 60

Resolution

Rate

Achieved

Rate

125%

Day 0

Day 14

Day 30

Day 45

Day 60

Achieved Rate

80%

Target Rate

80%

SOPHIE IS LIVE

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.

gdpr finance ai support

Ensures strict privacy standards for customer data protection

iso finance ai support

Internationally recognized standard for information security

aicpa finance ai support

Industry-leading controls for secure data management

Deploy Fini’s AI Agent on your existing Help Desk

From $0.69

per resolution

fini

Ask Sophie the hardest questions and hire her for your team today