Financial services
Support your customers can bank on
Answer account questions instantly, route sensitive requests to the right person, and keep every conversation in one secure, auditable inbox — for banks, fintechs, lenders, and insurers.
How does ChatFlo help financial services teams?
ChatFlo gives banks, fintechs, lenders, and insurers an AI agent that answers routine questions about fees, statements, cards, and payments instantly from approved content, while routing sensitive requests like fraud and disputes to a human with full context — building customer trust and growing lifetime value without growing headcount.
The challenge
What financial services teams are up against
Trust is won or lost in one conversation
Customers asking about money expect fast, accurate answers. A slow or wrong reply erodes confidence in your whole brand.
Sensitive requests need a human touch
Disputes, fraud concerns, and account changes can't be fully automated — but they also can't sit in a queue for hours.
Support volume scales with your book
Every new account brings recurring questions about statements, fees, cards, and payments that bury your team.
How ChatFlo helps
Build trust, strengthen relationships, and grow lifetime value.
The AI agent resolves routine conversations instantly, and your team works everything else from one shared inbox.
Instant answers to routine questions
The AI agent resolves questions about fees, statements, cards, and how-tos from your own knowledge base — 24/7, in your customer's language.
Smart handoff for sensitive issues
Fraud, disputes, and account changes are routed to a human immediately, with the full conversation attached so customers never repeat themselves.
One inbox for every channel
Website chat, email, WhatsApp, and Instagram land on a single timeline your team can assign, annotate, and audit.
Consistent, on-brand answers
Every reply is grounded in your approved docs and policies, so customers get the same correct answer no matter who — or what — responds.
Earn trust with every reply
Set up an AI agent trained on your policies and product docs, and give your team one calm inbox for everything else.
Frequently asked questions
The AI agent answers routine questions from your approved knowledge base and hands anything sensitive — disputes, fraud, account changes — to a human with the full conversation history attached. You control exactly what it can and can't answer.
Replies are grounded in the documents and FAQs you provide, so the agent only says what your team has approved. You can review conversations in the shared inbox and update the knowledge base at any time.
ChatFlo brings website live chat, email, WhatsApp, and Instagram into one shared inbox, so customers reach you where they already are and your team works from a single timeline.