AI Agents for Financial Services

Deliver personalized, accurate interactions to your clients, prospects, and team with GPT chatbot trained on your content.
Empower Financial Decision-making
Offer your clients instant insights into markets, account details, transactions, and policies, to support informed decision making and improve satisfaction. Your GPT chatbot agent delivers accurate information based on your financial documents and reports, supported by a fact-check tool to ensure trusted interactions.
From Onboarding to Loyal Clients
Streamline user onboarding and convert more site visitors into loyal clients. Your GPT agent proactively offers personalized guidance and support through human-like interactions, boosting conversion rates and customer satisfaction.
Set-Up and Customize in Minutes
Tailor your GPT chatbot agent to match your brand and design. Control its behavior and placement on your website to meet clients where they need it. Deploy it easily by embedding a script tag or using our integrations with popular web builders such as WordPress, Wix, Webflow, and more.
AI-Driven Conversation Insights
Deep dive into client interactions to discern emerging financial trends and preferences. The Conversation Analytics dashboard aggregates thousands of chats with your agent to drive insights and reveal areas of potential growth.

Empower Financial Decision-making

Offer your customers instant insights into markets, account details, transactions, and insurance policy specifics, fostering informed decisions.

Streamlined Customer Onboarding

Simplify and personalize the customer onboarding process, ensuring a smooth transition and a positive first impression.

Transparent Financial Health Check

Provide clients with a comprehensive overview of their financial health, potential areas of growth, and personalized recommendations.

Key Benefits for FinTech

Enhanced Customer Experience

With intuitive, human-like interactions, ensure your customers feel understood, valued, and efficiently served.

Automated Support & Queries

Reduce wait times and enhance accuracy by instantly addressing common customer inquiries, reducing the need for manual interventions.

Content Mastery for Clients

With OneAgent's Content-Aware technology, clients can access accurate and comprehensive information, facilitating informed financial decisions.

Data-Driven Insights

Deep dive into client interactions to discern emerging financial trends, customer preferences, and areas of potential growth.

Achieve Your FinTech KPIs with OneAgent

Boosted Customer Satisfaction

By providing swift, accurate, and tailored responses, elevate customer satisfaction metrics across the board.

Reduced Support Tickets

With automated, accurate responses, minimize the volume of manual support tickets, streamlining operations and reducing overheads.

Increased Customer Retention

Enhance customer loyalty through proactive support, in-depth insights, and a consistently superior digital experience.

Seamless Collaboration with Other Departments:

Risk & Compliance

Ensure clients have up-to-date information on regulatory requirements and compliance guidelines.

Sales & Marketing

Leverage AI insights to tailor offerings and campaigns based on customer interaction trends.

Rapid Set-Up

Connect OneAgent to your content and see it operational in no time, ensuring your clients have access to the most up-to-date information.

Always Updated

Synchronize with your databases and content repositories to guarantee timely and accurate responses.

Custom Models

Tailor OneAgent to your unique financial needs, ensuring a bespoke experience for your customers.

Experience the Future of FinTech with OneAgent

Unleash the potential of generative AI in the financial realm, ensuring your institution remains at the pinnacle of innovation, service, and customer satisfaction.

More Use-Cases

AI Expert Onboarding Session

Start smart - schedule a free session with one of our AI experts to set up and configure your agent for success