AI Support for Financial Services
Enterprise-grade security meets intelligent automation. Support customers while maintaining compliance.
Financial Services Support Challenges
Compliance Requirements
Financial services face strict regulatory requirements. Support must be compliant.
Account Security
Customers need help with sensitive account information securely.
Complex Products
Financial products are complex. Customers need clear explanations.
24/7 Expectations
Customers expect round-the-clock access to their financial information.
How Chatsy Helps Financial Services
Secure Authentication
Multi-factor authentication and secure identity verification.
Compliance Ready
Audit logging, data retention policies, and regulatory compliance features.
Account Inquiries
Safely handle balance checks, transaction history, and account questions.
Loan Assistance
Guide customers through loan applications and status inquiries.
Common Use Cases
Financial Services FAQs
Is Chatsy compliant for financial services?
Yes, our Enterprise plan includes SOC 2 compliance, encryption at rest and in transit, audit logging, and configurable data retention policies required for financial services.
How do you handle sensitive financial data?
Chatsy uses secure authentication, never stores sensitive account data in conversations, and integrates with your systems via secure APIs. All data is encrypted and access is logged.
Can Chatsy integrate with core banking systems?
Yes, we offer API integrations with major banking platforms. The AI can check balances, transaction history, and loan status while maintaining security protocols.
Ready to transform financial services support?
Join leading financial services companies using Chatsy for AI-powered customer support.