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 and audit trails regulators expect. Live in 14 days, fully autonomous in 30.
Resolution Rate
Accuracy Rate
Supported Languages
Monthly RESOLUTIONS
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 and audit trails regulators expect. Live in 14 days, fully autonomous in 30.
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.
Disputes and fraud claims
Verify the customer, pull the transaction, and check it against your fraud rules before anyone is paged.
Collect the dispute details, open the case, and log every step for the chargeback and audit trail. Provisional credit decisions stay with your team.
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.
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
$0.49 per resolution
90-Day Money-Back 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.
Get started · 90 day risk-free trial
$0.49 per resolution
90-Day Money-Back 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
Generic AI agents
Fini
Fini
Resolution rate
30-50%, mostly deflection
90% resolved end to end
Answer accuracy
~90-95%; Spot-checked manually
99% accuracy, regression-tested on every change
What it can do
Answers questions
Refunds, disputes, MFA resets, card freezes; inside your policies
Identity check before sensitive actions
Email match, if anything
KYC-grade step-up, every time
When the model is unsure
Guesses, or loops the customer
Escalates to a human with the full context
Data residency & PII
Shared infrastructure
PII redaction, EU/US residency, SOC 2
Audit trail
Chat transcripts
Every action logged: data pulled, policy applied, step taken
Time to go live
Months
Live in 14 days, autonomous in 30
Knowledge upkeep
Additional setup
Self-maintaining, flags contradictions itself
Same ticket, two endings.
Everything in the Fini column is live today, across 3M+ resolutions a month at financial institutions.
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 90% 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 resolves 90% of tickets 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 resolves 90% of tickets 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 27001:2022
GDPR
HIPAA-compliant · BAA-eligible
Data Encryption
FAQ
Financial services support with Fini: frequently asked questions
Financial services support with Fini: frequently asked questions
Financial services support with Fini: frequently asked questions
What is the best AI agent for finance and fintech support?
What is the best AI agent for finance and fintech support?
Fini resolves 90% of support tickets at 99% accuracy, measured through human review of conversations, across voice, chat, and email. It automates workflows like KYC, refunds, and account updates, and escalates anything that needs a human with full context.
Is Fini compliant with financial regulations?
Is Fini compliant with financial regulations?
Fini provides the controls: an audit trail of every step, deterministic rules for regulated workflows, and escalation to your team. Your team makes the compliance determinations. Fini holds SOC 2 Type II, ISO 27001:2022 and PCI DSS Level 1, and supports GDPR and CCPA.
How does Fini protect customer PII?
How does Fini protect customer PII?
Fini redacts and encrypts personally identifiable information and respects your data retention policies. It supports data deletion and Right to be Forgotten requests out of the box.
Can Fini handle KYC and identity verification?
Can Fini handle KYC and identity verification?
Yes. The agent securely collects and validates documents, verifies identity, and routes anything that needs manual review to your team.
Can Fini process refunds and transaction disputes?
Can Fini process refunds and transaction disputes?
Yes. It checks eligibility against your policy and processes approved refunds within the limits you set. For disputes, Fini collects the details and opens the case; provisional credit and dispute decisions stay with your team.
Does every action leave an audit trail?
Does every action leave an audit trail?
Yes. Every decision the agent makes is logged with timestamp and context, so your compliance and support teams keep a complete record.
Which helpdesks and systems does Fini integrate with?
Which helpdesks and systems does Fini integrate with?
Fini integrates natively with Zendesk, Salesforce, HubSpot, Intercom, and Freshdesk, and connects to any internal or core banking system through a secure REST API.
How quickly can a finance team go live?
How quickly can a finance team go live?
Deploy anywhere in 2 mins, fully live in 14 days and fully autonomous in 30 days, with structured onboarding throughout.
Use Cases
The hardest tickets in financial support, resolved end to end.
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.
Collect the dispute details, open the case, and log every step for the chargeback and audit trail. Provisional credit decisions stay with your team.
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.
Disputes and fraud claims
Verify the customer, pull the transaction, and check it against your fraud rules before anyone is paged.
Collect the dispute details, open the case, and log every step for the chargeback and audit trail. Provisional credit decisions stay with your team.
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.
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.
Loved by Enterprises
Why financial institutions choose Fini
Generic AI agents
Fini
Resolution rate
30-50%, mostly deflection
30-50%, mostly deflection
90% resolved end to end
90% resolved end to end
Answer accuracy
~90-95%; Spot-checked manually
~90-95%; Spot-checked manually
99% accuracy, regression-tested on every change
99% accuracy, regression-tested on every change
What it can do
Answers questions
Answers questions
Refunds, disputes, MFA resets, card freezes; inside your policies
Refunds, disputes, MFA resets, card freezes; inside your policies
Identity check before sensitive actions
Email match, if anything
Email match, if anything
KYC-grade step-up, every time
KYC-grade step-up, every time
When the model is unsure
Guesses, or loops the customer
Guesses, or loops the customer
Escalates to a human with the full context
Escalates to a human with the full context
Data residency & PII
Shared infrastructure
Shared infrastructure
PII redaction, EU/US residency, SOC 2
PII redaction, EU/US residency, SOC 2
Audit trail
Chat transcripts
Chat transcripts
Every action logged: data pulled, policy applied, step taken
Every action logged: data pulled, policy applied, step taken
Time to go live
Months
Months
Live in 14 days, autonomous in 30
Live in 14 days, autonomous in 30
Knowledge upkeep
Additional setup
Additional setup
Self-maintaining, flags contradictions itself
Self-maintaining, flags contradictions itself
Same ticket, two endings.
Everything in the Fini column is live today, across 3M+ resolutions a month at financial institutions.