Live Webinar On: Building AI-First Financial InstitutionsRegister Now →
    BANKING & FINANCE

    AI That Powers Real Banking Workflows

    Automate customer interactions, streamline operations, and improve compliance with AI agents built for regulated financial environments.

    Banking AI -- Fraud Resolution

    I see a charge of $450 on my account that I didn't authorize.

    0%

    Query resolution

    0%

    Faster KYC

    3x

    Lead conversion

    0%

    Cost reduction

    0%

    Faster credit memo processing

    Trusted across banking, insurance & financial institutions
    Built for regulated environments
    On-prem, private cloud, hybrid
    Audit-ready, compliant AI workflows
    DEMOS

    See Banking AI in Action

    Voice AI Banking Support

    Voice AI Banking Support

    Customer support over voice with real-time resolution

    Agentic AI Chatbot for Banking

    Agentic AI Chatbot for Banking

    Chat-based workflows + backend execution

    WhatsApp Banking Assistant

    WhatsApp Banking Assistant

    Conversational banking + product assistance

    Email AI Automation

    Email AI Automation

    Email triage, response, and workflow execution

    AI Collections

    AI Collections

    Automated debt recovery with negotiation + compliance

    AI KYC & Onboarding

    AI KYC & Onboarding

    Document intake, validation, verification, onboarding

    Credit Memo Automation

    Credit Memo Automation

    End-to-end credit memo processing — initiation to posting

    CUSTOMER EXPERIENCE

    Make Every Banking Interaction Effortless

    AI agents handle the full customer journey -- from onboarding to support -- across all channels.

    KYC & Onboarding

    Instant verification, reduced paperwork

    Account Opening

    Fully digital, faster onboarding

    Credit Memo Automation

    End-to-end credit memo processing

    Transaction Support

    Real-time query resolution

    Fraud Alerts

    Proactive risk detection

    Omnichannel Support

    Voice, chat, WhatsApp, email

    OPERATIONS

    Optimize Banking Operations

    Behind every great customer experience is efficient operations.

    KYC & Compliance Automation

    Loan Processing & Risk Assessment

    Fraud Detection & Monitoring

    Document Processing

    Real-Time Insights

    CHANNELS

    Be Present Where Your Customers Are

    From voice and WhatsApp to KYC, Collections, and Credit Memo — every banking touchpoint, one AI platform.

    Voice

    Real-Time

    AI voice agents handle banking queries, disputes, and account actions over phone — 24/7 with zero hold time.

    Email

    Automated

    Intelligent email triage, drafting, and resolution — every banking query answered without manual intervention.

    Chat

    Instant

    Always-on chat support that handles complex banking queries, escalates smartly, and learns continuously.

    WhatsApp

    Secure

    Meet banking customers on WhatsApp with secure, intelligent, context-aware conversations.

    KYC

    Compliant

    AI-driven document extraction, biometric verification, and onboarding — KYC in minutes, not days.

    Collections

    Automated

    Automated debt recovery with AI negotiation, compliance guardrails, and real-time reporting.

    Credit Memo

    Automated

    End-to-end credit memo automation — from initiation and approval to system posting, zero manual steps.

    IMPACT

    The Impact

    0%

    Higher CSAT

    10+

    Point NPS improvement

    0%

    Reduction in manual work

    0%

    Faster credit memo processing

    WHY FLUID AI

    Built for Banking

    Secure

    Designed for regulated environments

    Connected

    Works with core banking systems

    Auditable

    Every action tracked

    Scalable

    Handles millions of interactions

    INTEGRATIONS

    Connected to Your Banking Stack

    Core BankingFiserv, Finacle
    CRMSalesforce, Dynamics
    ERPSAP, Oracle
    TicketingZendesk, ServiceNow
    MCP / APIsREST, GraphQL
    TelephonyTwilio, Genesys
    CollaborationSlack, Teams
    AnalyticsPower BI, Tableau

    1000+ integrations available

    FAQ

    Frequently Asked Questions

    How does Fluid AI help banks automate customer support?
    Fluid AI deploys autonomous AI agents across voice, chat, WhatsApp, and email channels to handle banking customer inquiries 24/7. These agents resolve queries like balance checks, transaction disputes, card blocking, and account updates autonomously -- achieving 85% query resolution rates while seamlessly escalating complex issues to human agents with full context.

    Fluid AI deploys autonomous AI agents across voice, chat, WhatsApp, and email channels to handle banking customer inquiries 24/7. These agents resolve queries like balance checks, transaction disputes, card blocking, and account updates autonomously -- achieving 85% query resolution rates while seamlessly escalating complex issues to human agents with full context.

    Is Fluid AI compliant with banking regulations like RBI and SEBI?
    Yes. Fluid AI is SOC2 Type II certified and ISO 27001 certified, with built-in compliance tooling for RBI, SEBI, GDPR, PCI-DSS, and HIPAA regulations. The platform includes automated regulatory reporting, complete audit trails, data masking, and role-based access control. On-premise and air-gapped deployment options ensure maximum data sovereignty.

    Yes. Fluid AI is SOC2 Type II certified and ISO 27001 certified, with built-in compliance tooling for RBI, SEBI, GDPR, PCI-DSS, and HIPAA regulations. The platform includes automated regulatory reporting, complete audit trails, data masking, and role-based access control. On-premise and air-gapped deployment options ensure maximum data sovereignty.

    Can Fluid AI automate KYC and fraud detection for banks?
    Yes. Fluid AI automates KYC verification using AI-powered document analysis and biometric authentication, reducing KYC processing time by 60%. For fraud detection, ML models monitor transactions in real-time, detecting anomalies and suspicious activities before they impact customers, with automated AML reporting and risk scoring.

    Yes. Fluid AI automates KYC verification using AI-powered document analysis and biometric authentication, reducing KYC processing time by 60%. For fraud detection, ML models monitor transactions in real-time, detecting anomalies and suspicious activities before they impact customers, with automated AML reporting and risk scoring.

    How does Fluid AI integrate with core banking systems?
    Fluid AI provides pre-built connectors for core banking platforms including Fiserv, Jack Henry, Temenos, FIS, Infosys Finacle, and Oracle Banking. It also integrates with CRM systems, ticketing platforms, and legacy infrastructure -- enabling AI agents to access real-time account data and execute transactions securely.

    Fluid AI provides pre-built connectors for core banking platforms including Fiserv, Jack Henry, Temenos, FIS, Infosys Finacle, and Oracle Banking. It also integrates with CRM systems, ticketing platforms, and legacy infrastructure -- enabling AI agents to access real-time account data and execute transactions securely.

    What ROI can banks expect from Fluid AI?
    Banks using Fluid AI typically see 85% query resolution rates in customer support, 60% faster KYC processing, 3x improvement in lead conversion for sales, and 40% overall cost reduction in customer service operations. Most deployments achieve measurable ROI within 60 days.

    Banks using Fluid AI typically see 85% query resolution rates in customer support, 60% faster KYC processing, 3x improvement in lead conversion for sales, and 40% overall cost reduction in customer service operations. Most deployments achieve measurable ROI within 60 days.

    Not Just AI. Execution Across Systems.

    "No isolated chatbots. No disconnected tools. No manual workflows. Just AI that connects to your systems and completes banking operations end-to-end."

    Build the Next Generation of Banking