Fini for Financial Services
AI support built for the rules financial services run on.
Fini resolves 90% of tickets across voice, chat, and email at 99% accuracy, with the guardrails, audit trails, and data controls your risk team signs off on. Live in 14 days, fully autonomous in 30.
Resolution Rate
Accuracy Rate
Supported Languages
Monthly RESOLUTIONS
#1 multi-modal AI agent for enterprise fintech support
The first self-learning AI agent that resolves 90% support tickets.
Autonomous AI agents for voice, chat, and email - 99% accuracy across fintech, banking, and regulated industries.
Live in 14 days, fully autonomous in 30. Never tune it again.
Resolution
Rate
Accuracy
Rate
Supported
Languages
Monthly
RESOLUTIONS
Trusted by teams where compliance is non-negotiable
Trusted by teams where compliance is non-negotiable
Use Cases
The hardest tickets in financial support, resolved end to end.
Fini verifies the customer, pulls live account data, takes the action, and closes the ticket. Across voice, chat, and email, inside your policies.
Built with security and compliance embedded at every layer to protect sensitive financial data.
Disputes and fraud claims
Verify the customer, pull the transaction, and check it against your fraud rules before anyone is paged.
File the dispute, issue provisional credit where eligible, and log every step for the chargeback and audit trail.
Account access and identity
Step up to KYC-grade verification before any sensitive action, every single time.
Reset MFA, unlock accounts, and re-verify identity within policy, no agent needed.
Payments and transfers
Pull real-time payment, transfer, and payout status straight from your core systems.
Explain holds and failures, then trigger the retry or refund when your rules allow it.
Scale Your Business with Confidence
Easily adapt and expand your operations without performance limitations.
Experience consistent speed and stability, even at peak usage.
Simplify Complex Operations
Manage all your tools, data, and workflows from one unified platform.
Reduce manual work with intelligent processes that run seamlessly.
Empower Your Team
Enable teams to work together efficiently with shared tools and insights.
Turn ideas into action quickly with streamlined workflows.
And plenty more it handles without breaking stride.
Card management
Freeze, unfreeze, activate, and replace cards on request.
KYC and onboarding
Walk customers through document upload and clear verification holds.
Statements and balances
Surface balances, statements, and history on demand.
Fees and charges
Explain any fee, rate, or interest charge in any language.
Refund tracking
Track refunds end to end and confirm exactly when funds land.
Loans and credit
Answer eligibility, repayment, and application-status questions.
Subscriptions and billing
Handle plan changes, billing dates, and failed payments.
Fraud reporting
Capture the report, lock the account, and route to your risk team.
Get started · 90 day risk-free trial
$0.69 per resolution
Zero-Pay Guarantee: 90% resolution in 90 days, or you pay $0. Send 1,000 real tickets, we'll prove it on your data. If the math doesn't work, you walk.
Loved by Enterprises
Why financial institutions choose Fini
Other tools
Other tools
Fini
Fini
Resolution rate
Resolution rate
30-50%, mostly deflection
30-50%, mostly deflection
90% resolved end to end
90% resolved end to end
Answer accuracy
Answer accuracy
Takes action (refunds, disputes, MFA resets)
Takes action (refunds, disputes, MFA resets)
Partial
Partial
Real-time
Real-time
Identity check before sensitive actions
Identity check before sensitive actions
When the model is unsure
When the model is unsure
Reactive
Reactive
Proactive
Proactive
PII handling
PII handling
Audit trail
Audit trail
Limited
Limited
Data security
Data security
Manual
Manual
Automatic
Automatic
Time to live
Time to live
High
High
Minimal
Minimal
Commercial risk
Commercial risk
Additional setup
Additional setup
Same ticket, two endings.
Same ticket, two endings.
Everything under Fini is how it behaves in production today across financial institutions, not a demo script.
Integrations
Works alongside your existing stack.
Works alongside your existing stack.
Your support org runs on multiple tools. Fini layers on top, deploy alongside your helpdesk, your CRM, and your internal tools without migration risk.
Your support org runs on multiple tools. Fini layers on top, deploy alongside your helpdesk, your CRM, and your internal tools without migration risk.
Fully autonomous in 30 days.
Live without engineering. Agentic workflows inside two weeks. Full autonomy by day 30. No migration project.
Day 1
Day 14
Day 30
We went from 15% to 70% automation on key journeys. Fini doesn't just follow our playbooks, it self-improves them
Crystal Stephens
Head of Operations, Atlas
We went from 15% to 70% automation on key journeys. Fini doesn't just follow our playbooks, it self-improves them
Crystal Stephens
Head of Operations, Atlas
01
Knowledge Agent Live
Connect your helpdesk, ingest your knowledge base, and deploy a working AI agent that resolves FAQ-level queries immediately. No code required.
02
Agentic Workflows
Connect backend systems — billing, CRM, internal tools. Fini starts taking real actions: processing refunds, updating accounts, pulling customer data.
03
Full Autonomy. Zero Maintenance.
Self-learning active. Knowledge gaps auto-detected. Voice, chat, and email unified. Fini handles 95% of volume at 99% accuracy — and keeps improving without you touching it.
Fully autonomous in 30 days.
Live without engineering. Agentic workflows inside two weeks. Full autonomy by day 30. No migration project.
Day 1
Day 14
Day 30
We went from 15% to 70% automation on key journeys. Fini doesn't just follow our playbooks, it self-improves them
Crystal Stephens
Head of Operations, Atlas
Day 01
Knowledge Agent Live
Connect your helpdesk, ingest your knowledge base, and deploy a working AI agent that resolves FAQ-level queries immediately. No code required.
Day 14
Agentic Workflows
Connect backend systems — billing, CRM, internal tools. Fini starts taking real actions: processing refunds, updating accounts, pulling customer data.
Day 30
Full Autonomy. Zero Maintenance.
Self-learning active. Knowledge gaps auto-detected. Voice, chat, and email unified. Fini handles 95% of volume at 99% accuracy — and keeps improving without you touching it.
Day 1
Day 14
Day 30
We went from 15% to 70% automation on key journeys. Fini doesn't just follow our playbooks, it self-improves them
Crystal Stephens
Head of Operations, Atlas
Day 01
Knowledge Agent Live
Connect your helpdesk, ingest your knowledge base, and deploy a working AI agent that resolves FAQ-level queries immediately. No code required.
Day 14
Agentic Workflows
Connect backend systems — billing, CRM, internal tools. Fini starts taking real actions: processing refunds, updating accounts, pulling customer data.
Day 30
Full Autonomy. Zero Maintenance.
Self-learning active. Knowledge gaps auto-detected. Voice, chat, and email unified. Fini handles 95% of volume at 99% accuracy — and keeps improving without you touching it.
Compliance First
Secure by design
Built with security and compliance embedded at every
layer to protect sensitive financial data.
Built with security and compliance embedded at every layer to protect sensitive financial data.
SOC 2 Type II
PCI DSS Level 1
ISO 27001
GDPR
HIPAA · BAA-ready
Data Encryption
Talk to us and see Fini in action
Talk to us and see Fini in action
Walk out with a clear view of what Fini can automate for your team.
Walk out with a clear view of what Fini can automate for your team.
The agent, not a chatbot.
Why Fini wins
Other AI support replies. Fini resolves. Five places where it's not a close comparison.
Support · FiniliveMHey — I was charged twice for order #1024. Can you refund the duplicate?web chat10:47Checking Stripe for duplicate charges on #1024.fini agent10:47Refunded. I found two charges and reversed the duplicate. You'll see it back on your card in 3–5 business days.fini agent10:48stripe.customers.search200 OKstripe.charges.list200 OKstripe.refunds.createrefundedticket.resolveclosed · autoEnd-to-end resolution
Fini hits your Stripe, finds the duplicate charge, and refunds- with a full audit trail
- Voice · Fini0:00recM0:03Hi, I need to reschedule my booking from Friday to next Tuesday.0:02Got it, checking booking #7A21now.0:04All set. Moved your booking to Tuesday. Email coming shortly.booking.search200 OKavailability.check200 OKbooking.rescheduleupdatedcall.resolveclosed · auto
Real-time voice (<100ms latency)
Fini rebooks the appointment, sends the confirmation, and auto-closes the ticket
- Atlas · FiniautosyncRefundsPoliciesBillingPaymentsAccountDisputesSecuritygap detectedPartial Refundsatlas.scan_tickets42 analyzedatlas.detect_gapgap foundatlas.generate_articlepublishedatlas.update_graphcommitted
Self-healing knowledge
Fini scans every ticket, spots what your docs miss, and publishes the article
- Guardrails · Finiactive“How do I update my card on file?”98% confauto-resolvedFini handled autonomously“I think I'm being charged incorrectly under GDPR”72% confflaggedDraft sent to agent“I need to speak to someone about a legal matter”34% confescalatedRouted to legal · full context attachedguardrails.classify3 classifiedconfidence.scorescoredpolicy.check2 pass · 1 flagaudit.logcommitted
Confidence you can audit
Every answer scored, and policy-checked. Low confidence tickets escalated with full context
- Intelligence · FiniliveTop issue this week2FA failures47 tickets · up from 31CSAT trend4.7 → 4.9+0.2 this weekFeature requests142Export to PDF38Dark mode24Mobile app19Avg resolution47s↓ 62% vs. last monthintelligence.cluster47 topicssentiment.analyze+12% postrends.detect3 spikesintelligence.reportshared
Qualitative Insights
Fini clusters every conversation and catches the spike before it hits CSAT.
- Support · FiniliveMHey — I was charged twice for order #1024. Can you refund the duplicate?web chat10:47Checking Stripe for duplicate charges on #1024.fini agent10:47Refunded. I found two charges and reversed the duplicate. You'll see it back on your card in 3–5 business days.fini agent10:48stripe.customers.search200 OKstripe.charges.list200 OKstripe.refunds.createrefundedticket.resolveclosed · auto
End-to-end resolution
Fini hits your Stripe, finds the duplicate charge, and refunds- with a full audit trail
- Voice · Fini0:00recM0:03Hi, I need to reschedule my booking from Friday to next Tuesday.0:02Got it, checking booking #7A21now.0:04All set. Moved your booking to Tuesday. Email coming shortly.booking.search200 OKavailability.check200 OKbooking.rescheduleupdatedcall.resolveclosed · auto
Real-time voice (<100ms latency)
Fini rebooks the appointment, sends the confirmation, and auto-closes the ticket
- Atlas · FiniautosyncRefundsPoliciesBillingPaymentsAccountDisputesSecuritygap detectedPartial Refundsatlas.scan_tickets42 analyzedatlas.detect_gapgap foundatlas.generate_articlepublishedatlas.update_graphcommitted
Self-healing knowledge
Fini scans every ticket, spots what your docs miss, and publishes the article
- Guardrails · Finiactive“How do I update my card on file?”98% confauto-resolvedFini handled autonomously“I think I'm being charged incorrectly under GDPR”72% confflaggedDraft sent to agent“I need to speak to someone about a legal matter”34% confescalatedRouted to legal · full context attachedguardrails.classify3 classifiedconfidence.scorescoredpolicy.check2 pass · 1 flagaudit.logcommitted
Confidence you can audit
Every answer scored, and policy-checked. Low confidence tickets escalated with full context
- Intelligence · FiniliveTop issue this week2FA failures47 tickets · up from 31CSAT trend4.7 → 4.9+0.2 this weekFeature requests142Export to PDF38Dark mode24Mobile app19Avg resolution47s↓ 62% vs. last monthintelligence.cluster47 topicssentiment.analyze+12% postrends.detect3 spikesintelligence.reportshared
Qualitative Insights
Fini clusters every conversation and catches the spike before it hits CSAT.
- Support · FiniliveMHey — I was charged twice for order #1024. Can you refund the duplicate?web chat10:47Checking Stripe for duplicate charges on #1024.fini agent10:47Refunded. I found two charges and reversed the duplicate. You'll see it back on your card in 3–5 business days.fini agent10:48stripe.customers.search200 OKstripe.charges.list200 OKstripe.refunds.createrefundedticket.resolveclosed · auto
End-to-end resolution
Fini hits your Stripe, finds the duplicate charge, and refunds- with a full audit trail
- Voice · Fini0:00recM0:03Hi, I need to reschedule my booking from Friday to next Tuesday.0:02Got it, checking booking #7A21now.0:04All set. Moved your booking to Tuesday. Email coming shortly.booking.search200 OKavailability.check200 OKbooking.rescheduleupdatedcall.resolveclosed · auto
Real-time voice (<100ms latency)
Fini rebooks the appointment, sends the confirmation, and auto-closes the ticket
- Atlas · FiniautosyncRefundsPoliciesBillingPaymentsAccountDisputesSecuritygap detectedPartial Refundsatlas.scan_tickets42 analyzedatlas.detect_gapgap foundatlas.generate_articlepublishedatlas.update_graphcommitted
Self-healing knowledge
Fini scans every ticket, spots what your docs miss, and publishes the article
- Guardrails · Finiactive“How do I update my card on file?”98% confauto-resolvedFini handled autonomously“I think I'm being charged incorrectly under GDPR”72% confflaggedDraft sent to agent“I need to speak to someone about a legal matter”34% confescalatedRouted to legal · full context attachedguardrails.classify3 classifiedconfidence.scorescoredpolicy.check2 pass · 1 flagaudit.logcommitted
Confidence you can audit
Every answer scored, and policy-checked. Low confidence tickets escalated with full context
- Intelligence · FiniliveTop issue this week2FA failures47 tickets · up from 31CSAT trend4.7 → 4.9+0.2 this weekFeature requests142Export to PDF38Dark mode24Mobile app19Avg resolution47s↓ 62% vs. last monthintelligence.cluster47 topicssentiment.analyze+12% postrends.detect3 spikesintelligence.reportshared
Qualitative Insights
Fini clusters every conversation and catches the spike before it hits CSAT.
- Support · FiniliveMHey — I was charged twice for order #1024. Can you refund the duplicate?web chat10:47Checking Stripe for duplicate charges on #1024.fini agent10:47Refunded. I found two charges and reversed the duplicate. You'll see it back on your card in 3–5 business days.fini agent10:48stripe.customers.search200 OKstripe.charges.list200 OKstripe.refunds.createrefundedticket.resolveclosed · auto
End-to-end resolution
Fini hits your Stripe, finds the duplicate charge, and refunds- with a full audit trail
- Voice · Fini0:00recM0:03Hi, I need to reschedule my booking from Friday to next Tuesday.0:02Got it, checking booking #7A21now.0:04All set. Moved your booking to Tuesday. Email coming shortly.booking.search200 OKavailability.check200 OKbooking.rescheduleupdatedcall.resolveclosed · auto
Real-time voice (<100ms latency)
Fini rebooks the appointment, sends the confirmation, and auto-closes the ticket
- Atlas · FiniautosyncRefundsPoliciesBillingPaymentsAccountDisputesSecuritygap detectedPartial Refundsatlas.scan_tickets42 analyzedatlas.detect_gapgap foundatlas.generate_articlepublishedatlas.update_graphcommitted
Self-healing knowledge
Fini scans every ticket, spots what your docs miss, and publishes the article
- Guardrails · Finiactive“How do I update my card on file?”98% confauto-resolvedFini handled autonomously“I think I'm being charged incorrectly under GDPR”72% confflaggedDraft sent to agent“I need to speak to someone about a legal matter”34% confescalatedRouted to legal · full context attachedguardrails.classify3 classifiedconfidence.scorescoredpolicy.check2 pass · 1 flagaudit.logcommitted
Confidence you can audit
Every answer scored, and policy-checked. Low confidence tickets escalated with full context
- Intelligence · FiniliveTop issue this week2FA failures47 tickets · up from 31CSAT trend4.7 → 4.9+0.2 this weekFeature requests142Export to PDF38Dark mode24Mobile app19Avg resolution47s↓ 62% vs. last monthintelligence.cluster47 topicssentiment.analyze+12% postrends.detect3 spikesintelligence.reportshared
Qualitative Insights
Fini clusters every conversation and catches the spike before it hits CSAT.
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