AI customer support automation for financial services

You can add an AI agent to your existing channels and connecting it with your core systems. The agent becomes part of your customer support automation system and guides new customers through each step of the onboarding journey.

With AI-driven customer support automation, the agent can collect and validate customer information, walk users through KYC and document upload, explain product choices clearly, answer questions using your policies and product knowledge, and follow up with anyone who has not completed the process. This approach can automate up to 70% of onboarding interactions, cut onboarding time in half and improve first-contact resolution thanks to consistent, instant support.

It means the use of AI agents and integrated workflows to handle customer queries at scale while meeting strict security and compliance requirements. In AI customer support automation in banking, this usually involves AI agents managing routine requests, checking account or policy details via secure integrations, and maintaining a consistent experience across channels. The system includes analytics, quality controls and smooth handover to human agents when needed, all within a compliant environment that aligns with GDPR, SOC 2 and internal access policies.

Tovie Agent Platform provides this foundation by allowing enterprises to design, deploy and manage AI agents in one place, with full oversight for IT, operations and risk teams.

Yes, we provide voice agents built specifically as AI for customer support automation in high-volume environments like banks and insurers. These agents can handle large call volumes, manage inbound and outbound calls, and hold natural, adaptive conversations even when customers interrupt or change direction.

They support multiple languages, work around the clock and cover use cases such as basic account questions, card or PIN issues, payment reminders, renewals, surveys and appointment scheduling. In practice, they can automate up to 90% of routine inquiries, reduce call centre workload by about 60% and reach over 80% first-call resolution, helping customers get faster answers while giving human agents more time for complex tasks.

AI agents can connect to core systems and be deployed across your preferred channels. They can become the first point of contact for routine questions, help triage complex issues, send proactive updates or reminders and even support your internal teams with instant product and policy answers.

Customer support automation services are built easy through Tovie Agent Platform, which lets you design the agent’s behaviour, connect relevant data sources, activate voice and chat channels and monitor performance through integrated analytics. This model gives you flexible, scalable support without major changes to your existing infrastructure.

It is an automated assistant that supports customers from the moment they begin an application until they are fully set up and able to use the service. It is one of the key AI agents in customer onboarding solutions and works across voice and chat to help customers complete onboarding quickly and accurately.

The agent can greet new users, collect data, check and validate documents, guide them through KYC. It explains product features in simple terms and answers questions using AI support for customer onboarding powered by RAG and LLM-based knowledge access. It also monitors each customer’s progress and follows up automatically when steps are incomplete. This results in smoother onboarding, faster activation and a significant reduction in manual effort for your teams.