Personalized support across banking, insurance, and financial services
AI for financial services
Personalized support, powered by real-time data
In financial services, customers expect accurate answers tailored to their situation. Whether someone is asking about the status of a mortgage application or exploring investment options, your AI assistant can connect to trusted internal systems (such as CRMs or portals) with proper consent and security in place. It brings together content from your website and real-time data to respond to questions like:
- “What’s the balance on my personal loan?”
- “Which of your checking accounts has the highest interest rate?”
- “Can I still apply for the 2026 ESG fund offering?”
Support transactions and form-based workflows with AI for financial services
Applying for a mortgage. Comparing retirement plans. Selecting an insurance policy. These are moments that matter. Your assistant helps users move through these workflows by offering helpful explanations, asking clarifying questions, and guiding them to complete actions.
It can surface personalized content, embed forms directly in the chat, launch calculators or eligibility tools, and insert the right CTA at the right time, whether that’s “Apply now,” “Get a quote,” or “Book an appointment.”
Guided decision-making at scale
Choosing between two credit cards. Exploring investment vehicles. Deciding whether to bundle home and auto insurance.
AI for financial services makes decisions easier by offering side-by-side comparisons, answering common questions, and highlighting what matters most. With carousels, embedded FAQs, and conversational guidance, users can confidently evaluate their options before committing, all without navigating away from the conversation.
Features fit for finance
Flexible entry points
Deploy AI search and digital assistants in the format that works best for your business, whether as a search bar, chatbot, full-page experience, AI overview, and/or alongside traditional results.
AI visibility
Improve how your information shows up across AI platforms so citizens can access up-to-date and trusted guidance when using tools like ChatGPT.
Adaptive webpages
As visitors ask questions, the website updates with them. The answer appears in the assistant while the page shifts to the most relevant content at the same time. Other elements like CTAs, banners, content, forms, menus, and more can adapt in real-time as well.
Embedded actions
Forms, buttons, and other actions appear within the assistant to initiate loan applications, request quotes, or verify eligibility.
Comparisons
Help users evaluate financial products like comparing credit cards, insurance plans, or retirement accounts.
Real-time data sync
Pull live data from trusted internal systems like CRMs, account portals, or policy platforms, to answer questions such as “What’s my loan status?” or “How much is my next premium?”
Explore more solutions
ai12z provides AI experiences across multiple verticals, adapting to the needs of each sector and the people they serve.
