“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.”
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.
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.
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.
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.
Identify and track recurring expenses and income, with alerts for upcoming events.
Check personal credit score, understand credit scoring factors, and how to make improvements.
Define goals, automate a savings plan to achieve goals, track progress.