Banking & fintech assistant

Support customers on money questions, grounded and compliant.

A member-facing assistant that answers product and account questions from your approved content, gates access to real accounts, and escalates anything sensitive to a human.

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Grounded answersPrivate member accessApplication intakeHuman escalation

NNovaMember support assistant

What's the difference between your savings and money-market account?

Both are FDIC-insured. The money-market pays a higher rate but needs a $2,500 minimum; savings has no minimum. Want me to help you open one?

How do I dispute a charge?

I can start a dispute. For your security I'll connect you to an agent who can verify your identity and act on your account.

Type a message…

USE CASES

What it does for Financial Services

One grounded assistant, working across your channels, that answers accurately and hands off to a person the moment it should.

Product & rate Q&A

Explain accounts, cards, loans, fees and rates from approved content, so answers stay accurate and compliant.

Application & onboarding

Collect what an application needs through validated forms and file it for review.

Gated member portal

Run a private assistant that only provisioned members reach, by login or access code.

Sensitive escalation

Disputes, account actions and advice route to a verified human with context attached.

GROUNDED, NOT GUESSING

Ask it the things your customers actually ask

It answers only from the knowledge you approve. When a topic isn't covered, it says so and offers a human, it never invents.

What are your mortgage rates today?Is there a fee for wire transfers?How do I raise my credit limit?What's covered by fraud protection?

HOW IT WORKS

Live in a day, not a quarter

Ground it in your policies

Load product terms, fees and FAQs as approved knowledge.

Lock down access

Set the assistant to private or access-code for member-only surfaces.

Escalate safely

Route anything account-specific to an agent; the AI never invents balances or advice.

EVERY PLAN INCLUDES

The platform behind the assistant

Grounded answers

Responds only from your approved knowledge.

Live human hand-off

Agents take over any chat, with full context.

Forms, tickets & leads

Typed intake filed to the right place.

Access control

Public, private per-user, or shared access code.

Widget & API

No-code embed or build your own surface.

Reports & journeys

Volume, outcomes and full conversation replay.

Deflect routine questions, escalate the sensitive ones, stay compliant throughout.

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