Industry
Finance & Banking
Increase Efficiency and Customer Trust with Financial AI Assistants
Industry
Finance & Banking
Increase Efficiency and Customer Trust with Financial AI Assistants
Industry
Finance & Banking
Drive Efficiency and Customer Trust with Financial AI Assistants
Industry
Finance & Banking
Drive Efficiency and Customer Trust with Financial AI Assistants
Smarter Forecasting, Safer Finances
Pre-trained AI Agents that support financial service, banking and investment teams by automating enquiries, detecting fraud, and helping customers manage accounts across voice, email, and chat. Fully compliant and designed for secure interactions.
Account Enquiries
Help customers check balances, transaction history, and account status instantly through secure self-service.
Fraud Detection Alerts
Automatically flag suspicious activity and communicate it to customers in real time.
Card Activation and Blocking
Enable instant card services like activation, freezing, or reporting lost cards via voice or chat.
Savings Advice
Provide AI-guided tips on savings plans or goals based on spending patterns and customer profiles.
Loan Enquiries
Assist with loan eligibility checks, interest queries, and application tracking.
Mortgage Support
Support customers with automated guidance on mortgage rates, renewals, and application stages.
FAQs and Support
Handle high volumes of banking FAQs with ease, including fees, transfer limits, and service times.
Identity Verification
Conduct secure, multi-step ID checks to validate users during sensitive interactions.
Smarter Forecasting, Safer Finances
Pre-trained AI Agents that support financial service, banking and investment teams by automating enquiries, detecting fraud, and helping customers manage accounts across voice, email, and chat. Fully compliant and designed for secure interactions.
Account Enquiries
Help customers check balances, transaction history, and account status instantly through secure self-service.
Fraud Detection Alerts
Automatically flag suspicious activity and communicate it to customers in real time.
Card Activation and Blocking
Enable instant card services like activation, freezing, or reporting lost cards via voice or chat.
Savings Advice
Provide AI-guided tips on savings plans or goals based on spending patterns and customer profiles.
Loan Enquiries
Assist with loan eligibility checks, interest queries, and application tracking.
Mortgage Support
Support customers with automated guidance on mortgage rates, renewals, and application stages.
FAQs and Support
Handle high volumes of banking FAQs with ease, including fees, transfer limits, and service times.
Identity Verification
Conduct secure, multi-step ID checks to validate users during sensitive interactions.
Smarter Forecasting, Safer Finances
Pre-trained AI Agents that support financial service, banking and investment teams by automating enquiries, detecting fraud, and helping customers manage accounts across voice, email, and chat. Fully compliant and designed for secure interactions.
Account Enquiries
Help customers check balances, transaction history, and account status instantly through secure self-service.
Fraud Detection Alerts
Automatically flag suspicious activity and communicate it to customers in real time.
Card Activation and Blocking
Enable instant card services like activation, freezing, or reporting lost cards via voice or chat.
Savings Advice
Provide AI-guided tips on savings plans or goals based on spending patterns and customer profiles.
Loan Enquiries
Assist with loan eligibility checks, interest queries, and application tracking.
Mortgage Support
Support customers with automated guidance on mortgage rates, renewals, and application stages.
FAQs and Support
Handle high volumes of banking FAQs with ease, including fees, transfer limits, and service times.
Identity Verification
Conduct secure, multi-step ID checks to validate users during sensitive interactions.
AI That Saves More Than Time
AI That Saves More Than Time
Athena streamlines loan origination, automates compliance checks, and delivers dynamic risk scoring. By combining rapid document processing with data-driven insights, it helps you approve more customers, faster and smarter.
Athena streamlines loan origination, automates compliance checks, and delivers dynamic risk scoring. By combining rapid document processing with data-driven insights, it helps you approve more customers, faster and smarter.
AI Analytics
Explore AI Analytics
Transforms conversations into clear insights, helping you predict trends and optimise performance.
AI Agent
Explore AI Agent
Provides 24/7 support by automating tasks and managing customer interactions across all channels.
AI Voice
Explore AI Voice
Delivers natural-sounding speech from text, creating more engaging and personalised experiences.
AI Analytics
Explore AI Analytics
Transforms conversations into clear insights, helping you predict trends and optimise performance.
AI Agent
Explore AI Agent
Provides 24/7 support by automating tasks and managing customer interactions across all channels.
AI Voice
Explore AI Voice
Delivers natural-sounding speech from text, creating more engaging and personalised experiences.
AI Agent
Explore AI Agent
Provides 24/7 support by automating tasks and managing customer interactions across all channels.
AI Analytics
Explore AI Analytics
Transforms conversations into clear insights, helping you predict trends and optimise performance.
AI Voice
Explore AI Voice
Delivers natural-sounding speech from text, creating more engaging and personalised experiences.
AI Agent
Explore AI Agent
Provides 24/7 support by automating tasks and managing customer interactions across all channels.
AI Analytics
Explore AI Analytics
Transforms conversations into clear insights, helping you predict trends and optimise performance.
AI Voice
Explore AI Voice
Delivers natural-sounding speech from text, creating more engaging and personalised experiences.
Automated Banking Support
ConnexAI makes managing finances simple with AI Agents that provide instant answers about account details, transactions, and card services. This frees up human teams to focus on complex queries and delivers consistent, high-quality service around the clock.
Fraud Alerts and Real-Time Action
Detecting and preventing fraud is faster with AI. ConnexAI can send alerts, walk customers through security enhancements and help them secure their accounts without waiting in queues. This ensures immediate action and stronger customer trust.
Quality Assurance at Scale
AI Quality monitors every customer interaction to ensure compliance with financial regulations and internal standards. Automated scoring and insights help managers identify coaching opportunities and maintain consistent service quality across your operation.
Automated Banking Support
ConnexAI makes managing finances simple with AI Agents that provide instant answers about account details, transactions, and card services. This frees up human teams to focus on complex queries and delivers consistent, high-quality service around the clock.
Fraud Alerts and Real-Time Action
Detecting and preventing fraud is faster with AI. ConnexAI can send alerts, walk customers through security enhancements and help them secure their accounts without waiting in queues. This ensures immediate action and stronger customer trust.
Quality Assurance at Scale
AI Quality monitors every customer interaction to ensure compliance with financial regulations and internal standards. Automated scoring and insights help managers identify coaching opportunities and maintain consistent service quality across your operation.
Automated Banking Support
ConnexAI makes managing finances simple with AI Agents that provide instant answers about account details, transactions, and card services. This frees up human teams to focus on complex queries and delivers consistent, high-quality service around the clock.
Fraud Alerts and Real-Time Action
Detecting and preventing fraud is faster with AI. ConnexAI can send alerts, walk customers through security enhancements and help them secure their accounts without waiting in queues. This ensures immediate action and stronger customer trust.
Quality Assurance at Scale
AI Quality monitors every customer interaction to ensure compliance with financial regulations and internal standards. Automated scoring and insights help managers identify coaching opportunities and maintain consistent service quality across your operation.
Chosen by Leading Global Brands
Explore excellent reviews from our vast portfolio of client success stories.
Mbusiswa Nyuswa
Chief Technology Officer
We have been using ConnexAI for just over five years now, and I’ve never been so happy. They're an amazing technology partner to work with.
Guy Valles
Contact Center Development
The most surprising benefit since partnering with ConnexAI is the support 24/7 availability. Since we've migrated, we had the best months that we've had in years.
Justin Freeman
Chief Information Officer
If you're somebody that is looking for a complete AI cutting-edge solution I highly recommend ConnexAI.
Kelly Laprocina
Systems & Data Manager
Having the Al Voice incorporated into the Al Agent really helps the customer feel comfortable when they come through to us.
Ezequiel Negron
Director of IT
I would definitely recommend ConnexAI to other health care providers. I think it is a leading platform in this industry.
Mychel Abello
Chief Technology Officer
Of easily 10 to 15 AI companies that I've addressed, ConnexAI has been the only one to truly deliver on their brand promise.
Chosen by Leading Global Brands
Explore excellent reviews from our vast portfolio of client success stories.
Mbusiswa Nyuswa
Chief Technology Officer
We have been using ConnexAI for just over five years now, and I’ve never been so happy. They're an amazing technology partner to work with.
Guy Valles
Contact Center Development
The most surprising benefit since partnering with ConnexAI is the support 24/7 availability. Since we've migrated, we had the best months that we've had in years.
Justin Freeman
Chief Information Officer
If you're somebody that is looking for a complete AI cutting-edge solution I highly recommend ConnexAI.
Kelly Laprocina
Systems & Data Manager
Having the Al Voice incorporated into the Al Agent really helps the customer feel comfortable when they come through to us.
Ezequiel Negron
Director of IT
I would definitely recommend ConnexAI to other health care providers. I think it is a leading platform in this industry.
Mychel Abello
Chief Technology Officer
Of easily 10 to 15 AI companies that I've addressed, ConnexAI has been the only one to truly deliver on their brand promise.
Chosen by Leading Global Brands
Explore excellent reviews from our vast portfolio of client success stories.
Mbusiswa Nyuswa
Chief Technology Officer
We have been using ConnexAI for just over five years now, and I’ve never been so happy. They're an amazing technology partner to work with.
Guy Valles
Contact Center Development
The most surprising benefit since partnering with ConnexAI is the support 24/7 availability. Since we've migrated, we had the best months that we've had in years.
Justin Freeman
Chief Information Officer
If you're somebody that is looking for a complete AI cutting-edge solution I highly recommend ConnexAI.
Kelly Laprocina
Systems & Data Manager
Having the Al Voice incorporated into the Al Agent really helps the customer feel comfortable when they come through to us.
Ezequiel Negron
Director of IT
I would definitely recommend ConnexAI to other health care providers. I think it is a leading platform in this industry.
Mychel Abello
Chief Technology Officer
Of easily 10 to 15 AI companies that I've addressed, ConnexAI has been the only one to truly deliver on their brand promise.
Powerful Conversational AI Solutions Tailored for Enterprise
Powerful Conversational AI Solutions Tailored for Enterprise
Unlock transformative results with scalable, secure, and seamlessly integrated AI solutions built to drive enterprise growth.
Unlock transformative results with scalable, secure, and seamlessly integrated AI solutions built to drive enterprise growth.
Security
Protect all interaction data with enterprise-grade safeguards, meeting SOC 2, GDPR, HIPAA, and ISO compliance to ensure data is always secure.
Efficiency
Understand intent, history and sentiment in real time to drive faster and more accurate responses.
Integration
Unify data from CRMs and custom knowledge sources to power more accurate answers and smoother business processes.
Scalability
Agentic AI effortlessly handles thousands of customer interactions in parallel, ensuring consistent, high-quality responses as your business grows.
Security
Protect all interaction data with enterprise-grade safeguards, meeting SOC 2, GDPR, HIPAA, and ISO compliance to ensure data is always secure.
Efficiency
Understand intent, history and sentiment in real time to drive faster and more accurate responses.
Integration
Unify data from CRMs and custom knowledge sources to power more accurate answers and smoother business processes.
Scalability
Agentic AI effortlessly handles thousands of customer interactions in parallel, ensuring consistent, high-quality responses as your business grows.
Security
Protect all interaction data with enterprise-grade safeguards, meeting SOC 2, GDPR, HIPAA, and ISO compliance to ensure data is always secure.
Efficiency
Understand intent, history and sentiment in real time to drive faster and more accurate responses.
Integration
Unify data from CRMs and custom knowledge sources to power more accurate answers and smoother business processes.
Scalability
Agentic AI effortlessly handles thousands of customer interactions in parallel, ensuring consistent, high-quality responses as your business grows.
Finance FAQs
How can AI Agent support customer contact teams in the finance sector?
Can AI Agent be used to support payment processes?
Can AI Agent handle investment or loan enquiries?
What if customers prefer speaking to a person?
How does AI Analytics help manage operational procedures?
Will ConnexAI products reduce operational costs?
Finance FAQs
How can AI Agent support customer contact teams in the finance sector?
Can AI Agent be used to support payment processes?
Can AI Agent handle investment or loan enquiries?
What if customers prefer speaking to a person?
How does AI Analytics help manage operational procedures?
Will ConnexAI products reduce operational costs?
Finance FAQs
How can AI Agent support customer contact teams in the finance sector?
Can AI Agent be used to support payment processes?
Can AI Agent handle investment or loan enquiries?
What if customers prefer speaking to a person?
How does AI Analytics help manage operational procedures?
Will ConnexAI products reduce operational costs?
Adaptable to Any Industry
Adaptable to Any Industry
Browse the testimonial resource hub to see what are clients and partners have to see about ConnexAI
Browse the testimonial resource hub to see what are clients and partners have to see about ConnexAI
