From account opening to lifetime value.
Put an AI agent inside your banking app. Your brand, one button. Customers say what they need, and the agent completes it: account opening, KYC, payments, servicing. They activate faster and stay longer.
Checking · main
$8,420.65
Quick actions
Checking · main
$8,420.65
Quick actions
Where banks lose customers today
Account opening that takes days and sends applicants to competitors
Manual KYC reviews that create bottlenecks and compliance risk
Servicing portals so hard to navigate that customers call the branch instead
Cross sell campaigns that interrupt rather than assist
What changes
Outcomes, not features
Applicants finish instead of walking away
An applicant taps the button and says they want to open an account. The agent plans the steps, asks only for what their risk profile and state regulations require, and validates everything in real time. No more long forms when five fields will do.
Compliance that doesn't slow you down
FinCEN, CFPB, state level KYC. The agent can only act within the rules your compliance team defines. Every step logged, every disclosure made, instant escalation when human review is needed. Zero customer friction.
Cross sell that converts
Mid conversation, the agent surfaces the next right product: after an account activation, during a balance inquiry, at renewal. Not a campaign. A recommendation in context.
Servicing that doesn't need a call center
Balance queries, statement requests, limit changes, beneficiary updates, spoken once and done in seconds. Your team focuses on complex cases. Your customers stop dialing the helpline.
What changes inside your app
Frequently asked questions
See it in your app
Get a live walkthrough built around your flows, your data, and your rules. One button to add it to your app.