Fintech AI Agents for Banking, Finance & Insurance

Trusted by 500+ Leading Enterprises

Fintech AI agents for onboarding and servicing

Accelerate Onboarding and Servicing

Real-time eligibility and offers: Run instant credit checks and assess eligibility while the customer is engaged.
Autonomous KYC completion: AI agents capture identity documents, validate information in real-time, and flag discrepancies, completing verification without manual review.
End-to-end account activation: Open accounts, issue virtual cards, and pre-qualify loans entirely within the conversation.

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Personalized Guidance and Retention

Contextual product recommendations: Analyze spending patterns, life events, and financial goals to recommend credit products, insurance coverage, or savings strategies.
Proactive renewal and payment management: Alert customers before policy expirations and payment deadlines, completing renewals and reducing churn.
End-to-end claims processing: Guide customers from incident reporting through document submission, status tracking, and settlement - automating routine claims without the insurance agent’s intervention.

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Efficient Support and Risk Management

Self-serve support: Handle balance checks, transaction lookups, and policy document requests in real-time, deflecting 85% of support volume.
Autonomous transactions: Process bill payments, schedule transfers, and handle refunds with built-in authentication and authorization.
Fraud and compliance routing: Detect anomalies and high-risk requests, then escalate to specialized teams with full context, conversation history, and audit trails.

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Secure by Design

Every deployment aligns with globally recognized regulatory standards including ISO 27001, GDPR, CCPA, CPRA, and FIPS 140-2, ensuring data privacy, encryption, and ongoing audit-readiness.

Robust Guardrails

Our resilient guardrails ensure that every response is precisely anchored to the input and context provided by users, generating outputs that are consistently trustworthy, transparent, and verifiable.

Seamless Integrations

Our ecosystem of 100+ integrations including messaging channels, CRMs, live chat, knowledge bases, and payment gateways, enable fintech brands to automate journeys from onboarding to transaction, and beyond.

Powerful Analytics

By capturing deep performance metrics, analyzing conversation topics and resolution quality, and pinpointing areas where the AI struggles, Haptik’s agent analytics help fintech brands to elevate customer interactions and drive measurable business impact.