Sector
Finance & Banking
Increase Efficiency and Customer Trust with Financial AI Assistants
Sector
Finance & Banking
Increase Efficiency and Customer Trust with Financial AI Assistants
Sector
Finance & Banking
Drive Efficiency and Customer Trust with Financial AI Assistants
Sector
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 is ConnexAI’s all-in-one AI engine, crafted to enhance customer experience by optimizing communication, automating processes, and enabling smarter, quicker decision-making.
Athena is ConnexAI’s all-in-one AI engine, crafted to enhance customer experience by optimizing communication, automating processes, and enabling smarter, quicker decision-making.
AI Analytics
Assesses interactions to monitor customer behaviour, flagging key trends and identifying areas of improvement across your operation.
AI Agent
Conducts secure, natural interactions across financial workflows, giving customers round-the-clock support with fast response times.
AI Voice
Handles routine tasks like authentication, policy queries, and cross-selling in a natural manner.
AI Analytics
Assesses interactions to monitor customer behaviour, flagging key trends and identifying areas of improvement across your operation.
AI Agent
Conducts secure, natural interactions across financial workflows, giving customers round-the-clock support with fast response times.
AI Voice
Handles routine tasks like authentication, policy queries, and cross-selling in a natural manner.
AI Analytics
Monitors customer behaviour, flagging key trends and identifying at-risk interactions across your financial services operation.
AI Agent
Manages secure interactions across financial workflows, giving customers round-the-clock support with fast response times.
AI Voice
Handles routine transactions and alerts over the phone, including authentication, balance checks and lost card reports.
AI Analytics
Monitors customer behaviour, flagging key trends and identifying at-risk interactions across your financial services operation.
AI Agent
Manages secure interactions across financial workflows, giving customers round-the-clock support with fast response times.
AI Voice
Handles routine transactions and alerts over the phone, including authentication, balance checks and lost card reports.
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.
Agent Support with Live Compliance
AI Guru supports your financial advisors during calls or chats with live prompts, policy guidance, and customer insights. This helps teams deliver compliant advice without delays and enhances the overall experience.
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.
Agent Support with Live Compliance
AI Guru supports your financial advisors during calls or chats with live prompts, policy guidance, and customer insights. This helps teams deliver compliant advice without delays and enhances the overall experience.
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.
Agent Support with Live Compliance
AI Guru supports your financial advisors during calls or chats with live prompts, policy guidance, and customer insights. This helps teams deliver compliant advice without delays and enhances the overall experience.
Trusted by Leading Global Brands
Read the incredible success stories from our vast portfolio of client partnerships.
Mbusiswa Nyuswa
Chief Technology Officer
We have been using ConnexAI for just over five years now, and I have never been so happy. They are an amazing technology partner to work with.
Tim Murray
IT Director
The onboarding and programming team was able to assist us in a very short 2-week turnaround to go live, whereas in other cases with vendors, it took us six months.
Justin Freeman
Chief Information Officer
If you're somebody that is looking for a complete AI cutting-edge solution I highly recommend ConnexAI.
Gayle Cathey
Director of Call Center
The ConnexAI support team has been outstanding. Of all the vendors and teams I have interacted with, it truly is the best one.
Ezequiel Negron
IT Director
I would definitely recommend ConnexAI to other healthcare providers. I believe it is a leading platform in this industry.
Leo Lopez
Chief Executive Officer
I believe that ConnexAI provides an exceptional balance of investment, user-friendliness, support, and capabilities for its price point.
Trusted by Leading Global Brands
Read the incredible success stories from our vast portfolio of client partnerships.
Mbusiswa Nyuswa
Chief Technology Officer
We have been using ConnexAI for just over five years now, and I have never been so happy. They are an amazing technology partner to work with.
Tim Murray
IT Director
The onboarding and programming team was able to assist us in a very short 2-week turnaround to go live, whereas in other cases with vendors, it took us six months.
Justin Freeman
Chief Information Officer
If you're somebody that is looking for a complete AI cutting-edge solution I highly recommend ConnexAI.
Gayle Cathey
Director of Call Center
The ConnexAI support team has been outstanding. Of all the vendors and teams I have interacted with, it truly is the best one.
Ezequiel Negron
IT Director
I would definitely recommend ConnexAI to other healthcare providers. I believe it is a leading platform in this industry.
Leo Lopez
Chief Executive Officer
I believe that ConnexAI provides an exceptional balance of investment, user-friendliness, support, and capabilities for its price point.
Trusted by Leading Global Brands
Read the incredible success stories from our vast portfolio of client partnerships.
Mbusiswa Nyuswa
Chief Technology Officer
We have been using ConnexAI for just over five years now, and I have never been so happy. They are an amazing technology partner to work with.
Tim Murray
IT Director
The onboarding and programming team was able to assist us in a very short 2-week turnaround to go live, whereas in other cases with vendors, it took us six months.
Justin Freeman
Chief Information Officer
If you're somebody that is looking for a complete AI cutting-edge solution I highly recommend ConnexAI.
Gayle Cathey
Director of Call Center
The ConnexAI support team has been outstanding. Of all the vendors and teams I have interacted with, it truly is the best one.
Ezequiel Negron
IT Director
I would definitely recommend ConnexAI to other healthcare providers. I believe it is a leading platform in this industry.
Leo Lopez
Chief Executive Officer
I believe that ConnexAI provides an exceptional balance of investment, user-friendliness, support, and capabilities for its price point.
AI-Driven Innovation Tailored for Enterprises
AI-Driven Innovation Tailored for Enterprises
Achieve extraordinary outcomes with scalable, secure, and seamlessly integrated AI solutions designed to accelerate business expansion.
Achieve extraordinary outcomes with scalable, secure, and seamlessly integrated AI solutions designed to accelerate business expansion.
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 handle 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 handle 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 handle 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 sector
Adaptable to any sector
Explore the testimonial resource hub to see what our clients and partners have to say about ConnexAI
Explore the testimonial resource hub to see what our clients and partners have to say about ConnexAI
