Banking & Finance
Banking assistants your customers can actually reach.
Branded agents that answer routine banking questions, loan and account service requests and KYC guidance — around the clock, in your customers' languages, always presenting as your brand.
Priya
Banking Assistant · Horizon Bank (example)
Type a message…
- 24/7
- Answers day and night
- 11
- Languages
- Calls · WA · Web
- Channels it answers on
- Handover
- Flags your staff when needed
What the agent does
The jobs your customers call about.
- 01
Loan Status & EMI Queries
Answers loan status, outstanding balance and EMI questions when connected to your systems through an HTTP tool.
- 02
Account & Statement Requests
Takes statement requests and answers account-service questions conversationally, from your knowledge base and systems.
- 03
KYC Assistance
Walks customers through which KYC documents are needed and how to submit them.
- 04
Fraud Alert Outreach
Outbound calls or WhatsApp messages about suspicious activity, guiding customers to block a card or raise a dispute through your official channels.
- 05
Credit Card Services
Explains limits, reward points and bill payment, and sends payment reminders through outbound campaigns.
- 06
Investment Queries
Answers questions about SIPs, mutual funds and account onboarding from the material you provide.
Common questions
Does it meet RBI requirements?
The platform is designed to help you meet your RBI obligations — consent messages, data retention settings, PII masking, audit logs — but compliance remains yours. You control the agent's scripts, disclosures and what it may and may not do.
Can customers make transactions through the agent?
Only if you build that yourself through an HTTP tool to your own systems. Most banks keep the agent to information and service requests and point customers to the authenticated app for payments.
How is sensitive financial data handled?
Conversations are encrypted in transit and at rest, and each workspace's data is isolated. The platform is hosted in India (Google Cloud, Mumbai), but AI inference by Google Gemini may process conversation content outside India. You can turn on PII masking so card, Aadhaar and PAN numbers are masked in chat transcripts, and set how long conversations are kept.
What happens when a query is too complex?
The agent flags the conversation for your team and alerts them by WhatsApp, SMS or webhook with the transcript, so nobody has to ask the customer to repeat themselves. Your team can reply from the inbox, and on a phone call the agent can transfer the caller to a staff member with a short summary.
Which languages does it support?
On Basic, 11 Indian languages: English, Hindi, Tamil, Telugu, Kannada, Malayalam, Marathi, Gujarati, Bengali, Punjabi and Odia, with a voice you choose for each. On Premium, 97 languages including Arabic, detected automatically.
How does it connect to our systems?
Through webhooks and custom HTTP tools, the agent can call any API you run — to look things up or to record what the customer asked for. There is also a native connector for the Synviora CRM.
Tell Riya about your business.
She'll set up the rest.
30 minutes of calling included · no card needed for the trial