AI chatbot for financial services

It answers account and product questions from your approved documents, keeps the reasoning behind every answer, and routes regulated topics to a licensed human.

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No credit card · Live the same day

Works on

Quickchat AI

Typically replies in seconds
  • Hi there 👋 What can I help you with today?
Ask anything...
“Quickchat AI has dramatically improved our customer engagement by ensuring we are always available, regardless of time zones.”
Nicolás Lacayo
Customer Support Director, Novuskills

Trusted by

Used by

Dale CarnegieDentsuSauceFuture MindMooveGov+Ikhokha

Answers your compliance team can review.
Every one carrying the reasoning that produced it.

Answer trace
sources used
Fee schedule · pg 2
Onboarding · KYC
Terms · Transfers
Every answer is auditable

A trace per answer. Which document or database row influenced it, reviewable line by line for audit.

Escalation
routed to the right team
Licensed adviser
Support
Onboarding
Sent to an adviser, with full context

Regulated topics escalate. Advice goes to a licensed human by rule, not by the model deciding correctly each time.

Privacy & compliance
3 of 3 active
GDPR compliant
PII Scrubbing
Why AI Said That
All checks passed just now

Data stays yours. PII scrubbed before processing, no training on your conversations, no sharing with third parties.

Built for a regulated deployment.
Answering, auditing and escalation in one place.

Customer questions

High volume, no room to improvise. Fees, eligibility, onboarding documents and limits each have one correct answer.

The agent answers from approved documents and shows the source. Maybe* Tech cut response time from hours to 13 seconds across 600+ enquiries a day.

  • Fees, limits and eligibility
  • Onboarding and KYC by entity type
  • The source shown with every answer
Support inbox
all replied · < 30s
Nadia F.
What are the account fees?
Owen T.
Which KYC documents?
Ines G.
Voice message
0 unread, median reply < 30s

Data handling

The first question is data. Not resolution rate: what happens to it, and who can see it.

PII is scrubbed before anything reaches the model, conversations never train it, and nothing is shared externally. GDPR compliant, with a DPA available.

  • PII scrubbed before LLM processing
  • No training on customer data
  • GDPR compliant, DPA available
Privacy & compliance
3 of 3 active
GDPR compliant
PII Scrubbing
Why AI Said That
All checks passed just now

Auditability

An unexplainable answer is a liability. That holds whether or not the answer happened to be correct.

Why AI Said That exposes the reasoning behind every answer, including the document behind it, so a compliance sample is reviewable line by line.

  • Reasoning trace with its source
  • Conversations reviewable line by line
  • Bad answers traced to their document
Answer trace
sources used
Fee schedule · pg 2
Onboarding · KYC
Terms · Transfers
Every answer is auditable

Regulated topics

Advice goes to a human, by rule. The line between a product answer and advice is the whole question.

AI Guidelines enforce it at runtime: mandatory handoff on regulated topics, safe-response mode and controlled refusal, carrying the conversation across.

  • Mandatory handoff on regulated topics
  • Safe-response mode and controlled refusal
  • Full context passed to the human
Escalation
routed to the right team
Licensed adviser
Support
Onboarding
Sent to an adviser, with full context

Proof

A fintech customer, with their published numbers

From Doubt to Delight: How Maybe* Tech Reduced Response Time from Hours to 13 Seconds

600+

Inquiries per Day

13

Seconds Response Time

Read the case study

Quickchat AI against a general-purpose support bot

Capability Quickchat AI from $0 /month Built for a regulated deployment General support bot What most sites ship with
Auditability A trace per answer The transcript only
Regulated topics Enforced at runtime Prompt instructions
Grounding Approved documents Model plus help centre
Customer data PII scrubbed, no training Varies by vendor
Price per resolution From $0.50 $0.99 to $1.50
Start for free

Frequently Asked Questions

With AI Guidelines, which are enforced at runtime rather than being prompt suggestions. Regulated topics are set to mandatory handoff, advice-shaped requests hit a controlled refusal, and safe-response mode governs anything ambiguous. The agent states that it cannot advise and routes the customer to a licensed human with the conversation attached.
Yes. Why AI Said That exposes the full reasoning trace for every answer, including which document or database row influenced it. A compliance reviewer can work through a sample line by line, and a bad answer can be traced back to the source material that produced it.
No. Customer conversations are never used to train the underlying model, data is not shared with external parties, and personally identifiable information is scrubbed before anything reaches the language model. Quickchat AI is GDPR compliant and a DPA is available.
Enterprise pricing starts at $0.50 per resolution with unlimited messages. Intercom Fin publishes $0.99 per resolution and Zendesk AI Agents roughly $1.50. Decagon, Sierra and Ada publish no pricing and quote on an enterprise basis only.
Customers report resolution rates above 80% on production traffic, against roughly 70% for the category, and in head-to-head tests on the same knowledge base Quickchat AI resolves over 10 percentage points more conversations than Intercom Fin. Because every answer carries a reasoning trace, those numbers are checkable rather than asserted.

Got more questions? Contact us

Related reading

  1. How to build a chatbot knowledge base that answers accurately
  2. What AI hallucinations are, and why they are a feature
Starting at $0/month

Give compliance something to review

Start with your approved documents, set the handoff rules, and read the reasoning behind every answer.

Start for free Talk to sales
  • Free tier, no credit card
  • Unlimited knowledge base
  • No training on your data
  • Live the same day