Deliver fast, accurate support for financial products without compromising compliance. Handle account questions, transaction inquiries, and onboarding flows with AI that follows your rules.
These are the problems we hear from industry teams like yours every week.
Every customer interaction in fintech must follow regulatory guidelines. Your support team spends time checking compliance before answering, creating delays that frustrate customers expecting instant service.
How do I verify my identity? Why was my transaction declined? When will my transfer arrive? These questions make up 70%+ of your ticket volume and follow predictable patterns that AI can handle.
A single incorrect answer about fees, interest rates, or account terms can damage trust permanently. In fintech, customers are trusting you with their money. Support quality directly impacts retention.
Hiring and training support agents for fintech takes 4-6 weeks because of compliance training requirements. Per-seat support tools add $50-100 per agent per month on top of salary costs.
Purpose-built features that address the specific challenges of fintech.
Configure custom instructions that define what the AI can and cannot say. Set guardrails for financial advice, regulatory disclaimers, and escalation triggers. The AI follows your rules on every conversation.
Import your help center content about account verification, transaction processes, fees, and policies. AI answers these questions instantly and consistently, reducing wait times from hours to seconds.
Define when conversations must be escalated to a human: disputes, fraud reports, regulatory questions. Corebee routes these automatically with full context so nothing falls through the cracks.
Every AI and human conversation is logged with timestamps, agent assignments, and resolution status. Export conversation data for compliance audits and regulatory reviews.
Real metrics from industry teams using Corebee.
| Metric | Before | After Corebee |
|---|---|---|
| First response time | 2 hours | < 20 seconds |
| Compliance-related escalations | 45/week | 12/week |
| Support cost per customer | $8.50 | $2.10 |
Based on typical results from industry teams. Individual results may vary.
Corebee provides the tools to maintain compliance: custom AI instructions, escalation rules, conversation logging, and data export. You define the compliance rules and Corebee enforces them. Consult your compliance team to ensure the configuration meets your specific regulatory requirements.
You control exactly what the AI says. Most fintech companies configure Corebee to answer factual questions (fees, processes, timelines) and escalate anything that could be construed as financial advice. Custom instructions ensure the AI never oversteps boundaries you set.
Corebee uses encryption in transit and at rest. Conversation data is stored securely and can be exported or deleted on request. We do not sell or share customer data. Review our security page and DPA for full details.
Yes. You define escalation triggers by topic, keyword, or customer sentiment. For example, you can configure the AI to handle general questions but immediately escalate anything related to disputes, fraud, or account closures.
Corebee AI can understand and respond in multiple languages based on your knowledge base content. Import help articles in each language you support, and the AI will respond in the customer's language.
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$99/month flat. No per-seat fees. Cancel anytime.