AI agents for financial services
From account inquiries and loan applications to claims handling, collections and compliance checks, our AI agents automate customer and advisor workflows without losing financial trust.
Trusted by companies like yours
Introducing Mindflx agents for financial services
Better customer outcomes at a lower cost to serve
Voice and chat agents cover the entire financial journey, helping your team deliver a better customer experience at a lower cost without compromising compliance.
Improve customer satisfaction
Emotionally intelligent agents guide your customers through sensitive financial conversations, whether by phone, chat or WhatsApp.
Reduce cost per resolution
Automate balance inquiries, payment reminders and status updates at scale, so your advisors focus on the complex cases that generate revenue.
Built for financial compliance
End-to-end encryption, access controls and a full audit trail of every conversation, aligned with your industry's regulatory standards.
Conversational agents for any financial environment
Deploy agents tailored to your institution, customers and regulatory environment, whatever the workflow.
AI agents that understand emotion and context
Expressive conversational agents adapt to the customer's real emotion and guide every conversation toward better outcomes, even in critical situations.
Natural, flowing conversations
Full control over tone, emotion and intonation, so agents can calm, reassure and guide every conversation to a clear resolution.
Clean, context-rich handoffs
Escalate to a human agent at the right moment, with full context carried over: no repetition, no lost information.
Built for the financial journeys that matter most
We support banks, insurers, wealth managers and fintechs.
Inbound support and account servicing
Resolve balance inquiries, card disputes, policy questions and payment issues over voice or chat, escalating complex cases to specialists with full context.
Outbound sales, service and collections
Drive revenue with sales, renewals and cross-sell. Recover more payments with empathetic collections agents that stay on script and follow the rules.
Lead qualification and conversion
Filter inbound leads, collect eligibility data and book appointments with advisors, so licensed agents focus on qualified, high-intent prospects.
The first step is free
Tell us what you need. We'll show you how we'd build it.
Message our assistant with what your business needs to solve (a process that eats your day, a platform, an app) and it gives you, on the spot, a first idea of how we'd build it.
No forms. No sales call. No cost.
Message us on WhatsApp