Financial Services with Secure AI Automation
Deploy secure customer support with JWT authentication, multi-channel engagement, department routing, and compliance-focused automation for banking and financial services.
Financial Services Challenges We Solve
Common pain points faced by financial institutions.
Security & Compliance Concerns
Customer data protection and regulatory compliance requirements
High-Volume Routine Inquiries
Account balances, transaction history, and payment status questions
After-Hours Service Gap
Customers expect 24/7 access to account information and support
Fraud Detection & Alerts
Need for real-time fraud alerts and secure verification processes
Multi-Department Complexity
Inquiries need routing between accounts, loans, fraud, and support teams
Pingstreams Solutions
Purpose-built automation for financial services.
24/7 Secure Customer Support
Deploy an AI assistant with secure JWT authentication that answers account questions, provides transaction history, and handles routine banking inquiries with multi-language support.
✓ 24/7 secure support
Key Features:
- Secure JWT authentication
- FAQ automation with GPT-4o
- Knowledge base RAG for policies
- Multi-language support
- 24/7 availability
Department Routing & Escalation
Intelligently route customer inquiries to the right department (Accounts, Loans, Fraud, Support) with priority-based escalation for urgent matters.
✓ Right team, first time
Key Features:
- Smart department routing logic
- Accounts vs Loans vs Fraud teams
- Priority-based escalation
- Transfer to human with context
- Custom routing rules
Multi-Channel Engagement
Meet customers on their preferred channel - web chat, WhatsApp, Facebook Messenger, or email - with unified conversation history and secure authentication.
✓ Secure multi-channel access
Key Features:
- Web chat with JWT authentication
- WhatsApp Business integration
- Facebook Messenger support
- Email communication
- Unified conversation inbox
Compliance-Focused Automation
Ensure regulatory compliance with secure authentication, audit logging, and controlled information access based on customer verification.
✓ Compliant automation
Key Features:
- JWT-based authentication
- Audit logging of all interactions
- Controlled information disclosure
- Compliance with regulations
- Secure data handling
Financial Services Platform Features
Comprehensive features for secure financial automation.
Secure Authentication
JWT-based security
- JWT authentication for web chat
- Secure customer verification
- Controlled information access
- Session management
- Multi-factor authentication support
- Compliance with security standards
AI Knowledge Base
Instant answers to customer questions
- FAQ automation with GPT-4o
- RAG with hybrid search
- Multi-language support
- Account policies and procedures
- Product information
- Regulatory compliance info
Multi-Channel Platform
Customer engagement everywhere
- Web chat with authentication
- WhatsApp Business
- Facebook Messenger
- Email support
- Unified conversation history
- Cross-channel continuity
Department Routing
Smart inquiry routing
- Accounts vs Loans vs Fraud routing
- Priority-based escalation
- Transfer to human with context
- Custom routing logic
- Load balancing
- Skill-based assignment
Financial Integrations
Works with your existing financial systems.
Financial Services Use Cases
Real-world applications for financial institutions.
Account Inquiry Automation
Automated account support
- Balance inquiries
- Transaction history
- Payment status
- Account statements
- Multi-language support
- 24/7 availability
Department Routing
Intelligent inquiry routing
- Accounts department
- Loans and credit
- Fraud and security
- General support
- Transfer with context
- Priority escalation
Compliance Automation
Regulatory compliance
- Secure JWT authentication
- Audit logging
- Controlled information access
- Data privacy compliance
- Security monitoring
- Regulatory reporting
Multi-Language Support
Serve diverse customers
- Multiple language support
- Automatic language detection
- Localized responses
- Cultural adaptation
- Global customer base
- Reduced language barriers
How It Works
From secure authentication to resolution.
Customer Authenticates
Secure JWT authentication verifies customer identity before providing account information
Inquiry Received
Customer asks about account, transaction, loan, or service via chat, WhatsApp, or email
AI Responds or Routes
Knowledge base RAG provides answers or routes to appropriate department
Department Routing
Complex inquiries routed to Accounts, Loans, Fraud, or Support teams
Secure Audit Trail
All interactions logged for compliance and security monitoring
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