AI Chatbot for Banks, Financial Services, and Insurance Companies

Help customers explore products, answer everyday questions, complete applications, track requests, receive timely reminders, and get 24/7 support across every channel

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Capture and Qualify Customer Enquiries

Understand what customers need, collect relevant details, and route enquiries for loans, accounts, cards, insurance, or other financial services to the right team
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Help Customers Find the Right Product or Service

Guide customers towards relevant banking, lending, or insurance options based on their stated needs and eligibility criteria
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Answer Customer Questions Instantly

Provide quick answers about products, fees, interest rates, premiums, documents, eligibility, policies, branch information, and service processes
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Guide Applications and KYC

Help customers understand application steps, complete required information, submit documents, and move through KYC or verification processes
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Track Applications and Service Requests

Let customers check the status of loan applications, card requests, policy servicing, claims, and other open requests without waiting for an agent
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Send Reminders and Important Updates

Share reminders for pending documents, payments, renewals, appointments, application steps, and other important actions
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Support Existing Customers

Assist with common service requests, policy questions, claims queries, account-related support, and post-purchase or post-application follow-ups
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Support Customers Across Every Channel

Engage customers 24/7 across website, WhatsApp, email, chat, and voice, while escalating sensitive, regulated, or complex conversations to the right human team
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Key features
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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 Fynd Kaily

60%

Fewer ticket escalations

10hrs+

Saved per advisor per week

20%

Increase in CSAT scores

Be everywhere your users are

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Fynd Kaily for email

Answer all email queries and nurture conversations with AI

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Fynd Kaily for websites

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

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Fynd Kaily for WhatsApp

Power WhatsApp conversations at scale with personalized AI messaging

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Fynd Kaily for voice calls

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

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Fynd Kaily for mobile apps

Add native AI widgets to your iOS and Android apps

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Fynd 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, contact us

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

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

Yes. Fynd 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. Fynd 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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Fynd Kaily can do great things for your business. See how

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