Financial services
AI-powered service for modern financial institutions
Scale service with AI that resolves financial inquiries and involves human experts when personal guidance matters most.
Trusted by the world’s most customer-focused brands
Customers expect instant answers about accounts, transactions, and compliance questions. Standalone AI promises high deflection rates, but financial institutions need more than containment—they need trust, accuracy, and seamless escalation when stakes are high.
High-stakes inquiries require accuracy and speed that's impossible to deliver at scale with agents alone
Disjointed systems create compliance risks and frustrated customers
Routine questions like balance checks and payment status consume valuable time that could go to relationship-building
Point solutions that prioritize deflection over customer satisfaction and long-term trust
AI 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.
AI 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 AI to agent
Key features and benefits
From account opening to fraud resolution, Gladly AI delivers fast, accurate financial service that builds trust and loyalty.
One continuous conversation across every channel
Customers start in chat, continue by phone, and follow up by email, all in one lifelong conversation thread. No retelling their story. AI picks up exactly where the last conversation left off on any channel.
Complete financial profile, instant context
AI brings together account details, transactions, product holdings, past conversations, and preferences in one secure profile. The full financial picture is available to AI instantly for personalized and compliant support.
AI that handles simple to complex financial inquiries
Gladly AI resolves balance checks, payments, disputes, and policy questions autonomously. When human judgment or empathy is needed, it routes to a specialist with full context.
Smart handoffs that feel seamless
AI knows when escalation improves the experience, such as sensitive issues needing empathy, complex decisions needing expert input, or high-value customers who benefit from personal attention. It routes to the right specialist with full context and recommendations. This approach helps you build long-term trust and loyalty, not just short-term efficiency metrics.
“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.”
VP of Guest Experience
Breeze Airways, Pacsun
High-impact AI use cases for financial institutions
Onboarding made effortless
AI 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
AI gives customers 24/7 access to real-time account information—like 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 an agent.
Transaction automation
AI handles 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
AI teaches customers security best practices and resolves fraud concerns independently and escalates urgent cases to specialists when reassurance or investigation is needed.
Expert escalation when it adds value
AI handles mortgage, investment, and dispute questions and knows when human expertise is needed, passing along full context and recommendations for a smooth experience.
Real performance gains with AI
Faster resolutions
Handle times drop as AI and agents work together seamlessly.
34%
drop in average convo time
Smarter assistance
AI resolves a significant share of conversations without human input.
75%
of conversations resolved by AI
Stronger performance
Teams see immediate improvements in speed and quality.
3x
resolution rate boost in 30 days
See Gladly in action
See how Gladly AI resolves financial inquiries instantly, reduces operational workload, and improves service performance across every channel with accuracy and security.
Ready to scale smarter?
See how Gladly AI unifies customer context, automates financial inquiries, and improves speed, cost, and satisfaction across every channel.