Finance chatbot
Deliver secure banking support around the clock
Answer account questions, explain financial products, and provide instant support while maintaining the highest security standards.
Responds instantly, 24/7
Stop overwhelming your call center
Financial institutions face mounting pressure to deliver fast, secure, personalized service at scale.
Long hold times frustrate customers
Customers wait 10+ minutes for simple questions about balances and transactions.
Security concerns limit options
Most chatbot solutions don't meet banking compliance requirements.
After-hours gaps
Customers need help with urgent financial questions outside business hours.
Automate banking support securely
Chatsy delivers enterprise-grade security with consumer-grade convenience.
Answer account questions
Help customers check balances, find transactions, and understand their statements.
Explain products clearly
Guide customers through loan options, credit cards, and investment products.
Provide calculators
Help customers estimate payments, interest rates, and savings projections.
Handle fraud alerts
Guide customers through reporting suspicious activity and securing accounts.
Find branches & ATMs
Direct customers to the nearest location with hours and services available.
Route to specialists
Connect customers with the right advisor for complex financial decisions.
Call volume reduction
Availability
Certified
Customer satisfaction
Handle financial inquiries securely
See how Chatsy helps banks and credit unions serve customers.
Customer asks:
"What's my current account balance? I need to know before I make a purchase."
Chatsy responds:
"I can help you check your balance! For security, please verify your identity by logging into our secure portal. Once verified, I'll show you your real-time balance and recent transactions."
Customer asks:
"I'm interested in a home loan. What rates do you offer?"
Chatsy responds:
"Great timing! Our current 30-year fixed rate starts at 6.25% APR. Based on your profile, you may qualify for even better rates. Would you like me to connect you with a mortgage specialist for a personalized quote?"
Built for financial services security
Chatsy meets the security and compliance requirements of financial institutions.
SOC 2
Encrypted
PCI DSS
GDPR
Compliant
Secure
Modernize your banking support today
Join financial institutions using Chatsy to deliver secure, instant customer service.
