“We are proud to work with Finn AI and collaborate in the rapidly evolving AI and chatbot space. For consumers, this will mean a more relevant and personalized digital experience.”
Derek Colfer
Head of Digital Product, Visa
Info & Support
Your customers can leverage Finn AI to easily evaluate and apply for products, and access bank information such as commonly asked questions, bank / ATM locations, and more.
Apply for Products:
Link from chat to an online application, transfer to a call center specialist, book an appointment with an advisor.
ATM & Branch Locations:
Find ATMs, branches, and bank offices using manual address entry or device geo-coordinates.
Customer Support Questions:
Answers to the most common questions in a standard banking call center.
Evaluate Products:
Learn about product offerings, compare products, and receive recommendations based on customer needs and profile.
Pass to a Human (chat & phone):
Transfer chat details to a service agent who can engage with the customer to expedite outcomes.
Day to Day Banking
Finn AI provides your customers with a conversational interface so they can access, interact, and transact with their bank accounts.
Authentication:
Access the banking system and link to accounts using a secure process.
Balance & Transaction Inquiries:
View account balance and recent transactions.
Spending Insights & Alerts:
Query transaction history by spend category, set and receive payment alerts.
Transactional Banking:
Pay bills, transfer money to self and to others.
FinnLit™ Teaching & Tools
An advanced set of coaching tools that provide your customers with insights and recommendations so they can proactively manage their financial wellness.
Budget Coach:
Identify and track recurring expenses and income, with alerts for upcoming events.
Credit Coach:
Check personal credit score, understand credit scoring factors, and how to make improvements.
Savings Coach:
Define goals, automate a savings plan to achieve goals, track progress.
