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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.

Account updates
Suspected fraud and locked accounts
Lost or stolen cards
Transaction disputes
Interest rates and product information
Support for investment and trading accounts
Graph showing 91% First Contact Resolution.

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.

Conversation bubbles of an individual talking to GenerativeAgent regarding updates to their address and recurring transfers.