Banking customer experience management
Reduce abandon rates and fraud risk
If you use core banking systems, customer identity verification platforms, or dispute management software, Gladly adds the customer service layer that reduces abandon rates, accelerates account access, and turns fraud alerts into trust-building moments—with secure AI and seamless human handoffs.
Trusted by the world's most customer-focused brands
You've invested in core banking platforms, identity verification tools, chargeback management software, and dispute management software to run secure operations. But when customers get stuck during account opening, need help with fraud alerts, or have questions about wire transfers—disconnected systems make it impossible to respond with the speed and context they expect.
Customers call about account access but your identity verification, dispute management, and banking systems don't share conversation history
Manual verification and compliance checks slow onboarding and account access
High-stakes fraud alerts and disputes require instant context and expert handling
Gladly connects with your existing banking infrastructure to add AI-powered customer service that resolves routine inquiries instantly while ensuring disputes and fraud get expert attention with full context.
End-to-end AI resolutions for account access, balance checks, and payment status
Omnichannel support across chat, SMS, email, and voice with audit trails
Human + AI collaboration for seamless handoffs on disputes and wire transfers
CX-led optimization to keep AI compliant with banking policies and security standards
How Gladly makes your banking and fintech software work harder for customer acquisition and retention
Automate account access and balance checks while your fraud tools stay vigilant
When customers need balance checks, payment status, or password resets, AI processes requests with your identity verification tools. There's no back-and-forth, no wait times, full audit trails.
Handle disputes and chargebacks with your entire transaction and conversation history
AI surfaces transaction data from your core banking system, verification status from KYC tools, and conversation context instantly so your disputes team can act decisively while maintaining compliance and customer trust.
Guide customers through high-stakes moments
Wire transfers, account openings, and fraud responses require real-time support. AI provides instant assistance via customers' preferred channels, reducing abandon rates during critical moments.
Turn compliance requirements into competitive advantage
KYC procedures, fee policies, fraud protocols, and regulatory disclosures get clear, compliant answers that pass GLBA, PCI DSS, and KYC/AML audits, building confidence instead of creating friction.
Scale without sacrificing security or trust
Growing digital banking and expanding services don't require doubling your contact center. AI handles volume while maintaining bank-grade security and your institution's trusted tone.
Why regulated industries trust Gladly's compliance capabilities
"I totally understand why some might see multi-channel communication as adding complexity. However, we've found the opposite to be true. It has actually helped us with compliance because every interaction is documented in a transcript, allowing us to track everything said on both sides."
Danny Cox
Vice President of Guest Experience, Breeze Airways
See how financial services brands deliver care that scales securely
Unify data from your banking platforms into one customer conversation
Unify data from your banking platforms into one customer conversation
AI connects account data from your core banking system, verification status from Plaid or Alloy, transaction history, and every conversation across channels, instantly recognizing who's reaching out, what they need, and delivering fast, secure, compliant resolutions.
Complete financial context in every interaction
AI uses account profiles from Salesforce FSC, transaction patterns from your core banking system, fraud alerts, and compliance flags to personalize each exchange, answering balance inquiries, surfacing suspicious activity, and maintaining audit trails across every touchpoint.
Connect your entire banking tech stack with AI-powered customer service
AI integrates with core banking platforms, identity verification tools, CRM systems, and fraud detection software to automate account access, balance checks, and payment verification, escalating disputes and wire transfers to experts with complete context and audit trails.
CX-led AI that customers can trust
CX teams manage and refine AI without IT dependencies, keeping it compliant with banking regulations (GLBA, PCI DSS, KYC/AML, PSD2), aligned with fraud policies, and consistently delivering the trust standards your customers expect, all while your core banking systems handle operations.
Take your financial services to the next level
Faster account access and verification
Customers get instant, secure support without wait times
45%
decrease in handle times
Scale without adding headcount
AI handles routine inquiries while experts focus on complex matters
60%
of customers self-service successfully
Maintain trust with AI-powered service
Automated support that customers rate as highly as human agents
93%
AI customer satisfaction score
Your banking software processes transactions. Gladly builds relationships.
Give your team the tools to deliver fast, secure, personal service as you scale. Gladly integrates seamlessly to turn account opening friction, fraud alerts, and dispute resolution into trust-building moments that drive long-term relationships.
Financial services software AI that feels secure at every step
Book a demo to see how banks, credit unions, and fintech companies add Gladly to reduce abandon rates, accelerate account access, handle disputes with full context, and turn compliance into competitive advantage.