AI Support for Financial Services & Fintech
Deliver fast, secure support at scale. LiveBotIQ answers account, payment and product questions across channels, 24/7, while keeping sensitive cases with your agents.
Financial customers expect instant, accurate, secure answers — about balances, payments, KYC, cards and products — and they're quick to churn when support is slow. But sensitive queries demand careful handling and compliance.
LiveBotIQ deflects routine financial questions with an AI agent grounded in your verified information, across every channel, while routing anything sensitive to your agents — backed by SOC 2 and GDPR-grade security.
Challenges in Financial Services
Speed vs. security
Customers want instant answers, but financial data demands careful, compliant handling.
High-stakes, repetitive queries
Payment status, card issues, KYC and product questions repeat constantly and can't wait.
Trust is everything
One wrong or unclear answer erodes confidence in a financial brand.
How LiveBotIQ helps
Instant, grounded answers
BotIQ answers routine account, payment and product questions from your verified content with citations — no guessing.
Sensitive cases to humans
Anything requiring authentication or judgment is routed to an agent with context, not automated.
Compliant & secure
SOC 2 Type II certified, GDPR compliant, encrypted, with a 99.9% uptime SLA.
Channels for Financial Services: WhatsApp, Live Chat, Email and SMS — one secure inbox.
Frequently asked questions
Is LiveBotIQ secure and compliant for finance?
Yes — SOC 2 Type II certified and GDPR compliant, with encryption in transit and at rest. Sensitive, authentication-dependent queries are routed to your agents rather than automated.
What questions can the AI handle?
Routine, non-sensitive queries — product info, payment status, general how-tos, FAQs — answered from your verified content with source citations.
Can it escalate to a human agent?
Yes. BotIQ hands off complex or sensitive cases to your team instantly, with the full conversation context.
AI support built for Financial Services
Built-in AI agent, free human live chat, 12+ channels. 7-day BotIQ trial, no credit card.