AI agent for BFSI businesses

AI finance assistants with enterprise-grade security

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Banking and finance made intelligent

Kaily enables banking and insurance teams to better every customer journey by explaining terms, automating sign ups and resolving queries whenever needed

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Automate bank account opening, fund transfers, and balance checks

Assist customers in locating nearby branches and ATMs instantly

Guide users through insurance claims, explains policies and improves processes

Filter loan applications by eligibility and flags credit default signals

Key features

AI intelligence that meets the highest compliance standards

Smart banking & insurance assistant

Provides on-the-go net banking assistance

Automates policy updates, renewals, and payment reminders

Simplifies policy and coverage details into friendly, human language

Wealth management assistant

Gives advisors regular portfolio updates and personalized insights into every client

Brainstorms investment options and strategies based on client preferences

Collects context and schedules calls for wealth advisors

Support assistant

Provides 24x7 customer support over voice, video and chat

Collects context and hands over important conversations to the right department

Simplifies policy and coverage details into friendly, human language

Fully secure and compliant

Comes with custom on-prem deployment to keep your data extra secure

Maintains detailed audit trails for every customer action

Is ISO certified and GDPR & SOC2 compliant

Make banking a breeze with Kaily

60%

Fewer ticket escalations

10hrs+

Saved per advisor per week

20%

Increase in CSAT scores

Be everywhere your users are

Kaily for email

Answer all email queries and nurture conversations with AI

Kaily for websites

Create AI Agents for instant support and queries, right on your website

Kaily for WhatsApp

Power WhatsApp conversations at scale with personalized AI messaging

Kaily for voice calls

Get an empathetic, human-like voice assistant to answer service calls 24x7

Kaily for mobile apps

Add native AI widgets to your iOS and Android apps

Kaily for Slack

Automate tasks and conversations in your Slack channels with AI

Frequently Asked Questions

You can reach out to us for queries via [email protected]
or to share feedback, fill the form here

How can AI automation help banks and insurers?

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.

Is Kaily compliant with BFSI security standards?

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.

Can Kaily run on-premises for security reasons?

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

How does AI improve customer service in banking and insurance?

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.

Can Kaily assist wealth management and financial advisors?

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.

Does Kaily integrate with core banking and CRM systems?

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.

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Kaily can do great things for your business. See how

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