AI finance assistants with enterprise-grade security

AI automates repetitive BFSI processes such as KYC verification, claims management, and onboarding. Kaily ensures faster responses, fewer escalations, and full compliance — helping financial institutions improve efficiency and trust.

Yes. Kaily is enterprise-grade and compliant with GDPR, ISO, and SOC2 standards. Every interaction is encrypted and logged, ensuring full traceability and data protection for banks, insurers, and fintech firms.

Definitely. Kaily supports custom on-prem or private-cloud deployments, giving BFSI clients complete control over sensitive data and integrations within their own infrastructure.

AI assistants like Kaily handle common account, policy, and claim queries instantly — reducing agent workload and improving resolution speed. Kaily personalizes responses, routes complex cases securely, and delivers 24×7 support with human-like accuracy.

Yes. Kaily empowers advisors with real-time portfolio insights, client summaries, and automated follow-ups. It helps them stay proactive — identifying opportunities, scheduling reviews, and keeping every client interaction timely and well-informed. Advisors save up to 10+ hours a week and strengthen relationships through smarter, data-backed engagement.

Yes. Kaily connects seamlessly with your existing ecosystem — from CRMs and policy systems to core banking and loan management platforms — ensuring smooth, end-to-end automation.