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BANKING & FINANCE
AI That Powers Real BankingWorkflows
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
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
Customer support over voice with real-time resolution
Agentic AI Chatbot for Banking
Chat-based workflows + backend execution
WhatsApp Banking Assistant
Conversational banking + product assistance
Email AI Automation
Email triage, response, and workflow execution
AI Collections
Automated debt recovery with negotiation + compliance
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
Personalized Assistance
Context-aware recommendations
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
IMPACT
The Impact
0%
Higher CSAT
10+
Point NPS improvement
40+ hrs
Saved per agent
0%
Reduction in manual work
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 BankingStack
FLUID AICORE ENGINE
Core BankingFiserv, Finacle
CRMSalesforce, Dynamics
ERPSAP, Oracle
TicketingZendesk, ServiceNow
MCP / APIsREST, GraphQL
TelephonyTwilio, Genesys
CollaborationSlack, Teams
AnalyticsPower BI, Tableau
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."