GenerativeAgent® for financial services
Safe, convenient, automated customer service backing some of the world’s largest financial institutions.
An AI agent that goes beyond basic inquiries
Any bot can tell a customer their account balance. GenerativeAgent does much more.
See how GenerativeAgent helps a customer report a fraudulent transaction
A customer sees a large transaction they don’t recognize on their statement. GenerativeAgent helps them initiate a dispute.
Build trust and loyalty with secure automated service
From managing accounts to resolving disputes, GenerativeAgent delivers secure, conversational service without the wait.
Make account management easy
GenerativeAgent is always standing by and ready to help customers update personal information, open new accounts, and set up recurring payments or transfers.
Troubleshoot suspicious activity
With GenerativeAgent, there’s no waiting. Customers can identify fraudulent transactions, freeze accounts, and file disputes. That limits risk for the customer and the financial institution.
Provide investment support
GenerativeAgent offers investors transaction and performance updates, explains fund risk profiles, and answers detailed questions about fees and policies. That keeps investors informed and in control.
Resolve transaction & fee disputes
GenerativeAgent can safely connect to your internal systems, access your knowledge base, and reason through problems. That means customers get a true resolution without being transferred to a human.
An AI agent built for safety and compliance at scale
Give customers fast convenient service – while maintaining the highest security and compliance standards.
Integration with legacy systems
GenerativeAgent integrates easily into your legacy infrastructure. It connects to other systems using your existing APIs as-is with no additional development required.
Enterprise data security and privacy
Strong security boundaries keep your data safe through advanced encryption, SSO integration, intrusion detection, and more. A zero data retention policy ensures sensitive information is redacted before storage.
AI safety by design
Multiple layers of safety mechanisms keep GenerativeAgent in scope and on task. Automated input safety evaluators protect against a wide range of jailbreaking techniques. Built-in safety agents analyze outputs to ensure accuracy and reliability.
Human collaboration built in
GenerativeAgent knows how and when to ask a human coworker for help – without handing off the conversation. Its groundbreaking Human-in-the-Loop Agent feature ensures you’ve got human judgment where it’s most needed.
Learn more about financial services AI customer service agents
From digital innovator to AI trailblazer: Learn how Tangerine Bank is using AI to enhance customer experience, empower agents, and transform the contact center.
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Discover 100 real-world use cases where generative AI agents drive efficiency and better customer experiences— with timelines, value drivers, and metrics to guide your automation strategy.
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Download this PDF to learn how GenerativeAgent helps financial institutions automate high-volume service interactions while maintaining trust, safety, and compliance.
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