Financial services AI:Certainty when money's on the line
ASAPP's Customer Experience Platform (CXP) is the agentic CX platform for financial services:
AI that delivers end-to-end customer service resolutions, inside the guardrails you control.
CXP understands the situation, applies your policies, consults an expert when judgment matters, and sees the resolution through.
Give customers fast, personalized support that ends the issue, not just the call, especially when the stakes are highest.
Resolve more interactions with AI while keeping your teams in control through guardrails, permissions, monitoring, and human oversight.
"As we scale, we're building a customer support infrastructure that can grow with us... That means accuracy and security worthy of their financial operations, and this next chapter is one we're excited to build with ASAPP"
Every interaction earns trust, or loses it
There's no such thing as a routine interaction in financial services. Every request is someone trusting you with what they've earned. How it's handled decides what they trust you with next.
A mishandled dispute or a fraud scare is the moment a customer decides if their money stays. With each clean resolution, trust compounds in the relationship.
Customers don't want to be routed or called back. They want the problem solved. Resolve the request the first time, so repeat contacts drop.
Every action follows your policies, runs inside permissions you set, and leaves an audit record your risk team can review.
The new standard for financial services CX
Give your team control over how AI acts
Bring agentic AI into complex financial service without giving up the systems, policies, or human judgment your operation depends on.
Coordinate accounts, cards, payments, and fraud systems instead of treating each customer request in isolation.
Control what actions can be taken, monitor behavior, and keep a record of decisions and outcomes.
When a decision needs human judgment, CXP consults a specialist and keeps serving the customer. No handoff, no starting over, no lost context.
"The team needed chat up fast and didn't have people to throw at it. ASAPP got them there."
How a leading digital bank's COO describes the launch.
Put CXP to work: banks, credit unions, and lenders
Confirm transactions, adapt authentication to the risk, and initiate disputes upon customer confirmation.
Gather evidence, validate the claim against your policies, and file the dispute directly.
Freeze the card instantly, order a replacement, and answer liability questions at any hour.
Guide applications, correct errors in real time, and keep new accounts moving.
Recommend eligible products using customer context, and start the application when the customer is ready.
Works with the platforms your teams already use
CXP connects across the customer service and enterprise systems behind every account, so your teams can build on the stack already in place.
Prove value in your operation. Expand across the relationship.
Access & mapping
Read-only access to your core banking, CRM, and card systems. Load guardrails and policy tables.
Shadow mode
AI runs on live traffic without acting. Compare its decisions against your agents and set your baseline.
First live workflow
Launch one workflow with a low autonomy ceiling and human approval on exceptions.
Full production
Broaden workflows and permissions based on the audit record and measured results.
Go deeper on
What if every customer request could be resolved end to end?
ASAPP’s Customer Experience Platform handles fraud alerts, disputes, card issues, and onboarding autonomously—within the guardrails you set.
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