Financial services
AI designed for financial relationships
Gladly helps financial institutions scale service by automatically resolving inquiries or bringing in support team experts when personal guidance matters most.
The problem
Customers expect instant answers to questions about accounts, transactions, and compliance, and seamless escalation—not deflection—when the stakes are high.
High-stakes inquiries require accuracy and speed that's impossible to deliver at scale with people alone
Disjointed systems create compliance risks and frustrate customers
Routine questions like balance checks and payment status consume valuable time that could go to relationship-building
Point solutions designed for deflection rather than engagement. Prioritizing short-term cost metrics over customer satisfaction and long-term trust.
The solution
Gladly resolves financial inquiries autonomously, from simple FAQs to complex transactions, and knows when human expertise, empathy, or judgment creates better outcomes, ensuring seamless handoffs with full context.
Gladly resolves everything from account inquiries to complex transactions autonomously
Intelligent handoff to human experts when personal guidance or empathy adds value
Complete conversation history and customer financial profile flow seamlessly from Gladly to support team members
“Multi-channel communication has actually helped us with compliance because every conversation is documented in a transcript, letting us track everything said on both sides.”
Danny Cox
VP of Guest Experience, Breeze
Financial services use cases
Onboarding made effortless
Gladly guides new customers through account setup, answers eligibility questions, and explains fee policies on its own, and knows when personal guidance from specialists creates better first impressions.
24/7 account management
Gladly gives customers 24/7 access to real-time account information—balances, payment status, interest rates, and coverage details—while also supporting routine updates or adjustments. It ensures customers get answers and complete everyday tasks anytime, without waiting for support team members.
Transaction automation
Gladly resolves payment scheduling, account updates, and service cancellations through secure integrations and recognizes when transactions require human verification or involve sensitive financial decisions.
Security and fraud protection
Gladly teaches customers security best practices, resolves fraud concerns independently, and escalates urgent cases to specialists when reassurance or investigation is needed.
Expert automation for high-value situations
Gladly resolves mortgage, investment, and dispute questions and knows when human expertise is needed, passing along full context and recommendations for a smooth experience.
Not sure where your team stands on AI? Find out with this quick maturity framework
Key features and benefits
Turn fragmented shopping journeys into seamless, personal experiences that drive devotion and revenue.
Connected experiences across every channel
Customers begin in chat, continue by phone, and follow up by email, all in one lifelong conversation thread. No retelling their story. Gladly picks up exactly where the last conversation left off on any channel.
Automate inquiries, from simple to complex
Gladly resolves balance checks, payments, disputes, and policy questions autonomously. When human judgment or empathy is needed, Gladly routes customers to a specialist with full context.
Know customers instantly
Gladly AI brings together account details, transactions, product holdings, past conversations, and preferences into a single secure profile. The complete financial picture enables Gladly and team members to instantly provide personalized, compliant support.
Smart, seamless handoffs
Gladly knows when escalation improves the experience, such as when sensitive issues require empathy, complex decisions require expert input, or high-value customers benefit from personal attention. Gladly routes customers to the right specialist with full context and recommendations. This approach helps you build long-term trust and devotion rather than satisfying short-term efficiency metrics.
Get real results with Gladly
34%
drop in average convo time
Achieve faster resolutions
Gladly and support team members working together reduce handle times.
75%
of conversations resolved by AI
Automate assistance
Gladly resolves a significant share of conversations without human input.
3x
resolution rate boost in 30 days
Improve performance
Gladly drives immediate improvements in speed and quality.
Ready to scale smarter?
Gladly unifies customer context, automates financial inquiries, and improves speed, cost, and satisfaction across every channel.