AI Customer
Support
Solutions
for Finance and
Fintech Companies

Automate up to 90% of support with secure, policy-compliant AI for financial and crypto support operations. Handle KYC/AML, transactions, and multilingual customer communication with audited accuracy.

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Check case studies

AI Proven to Work
in
Regulated
Support
Environments

*Based on the results achieved by
CoSupport AI clients.

Response acceleration powered by AI Assistant suggestions and AI Agent automation for FAQ-heavy workflows like card limits, payouts, verification, and withdrawals.

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Key Support
Challenges in Finance and Crypto

Time-Sensitive Inquiries

Financial support teams face urgent tasks — account verification, transaction problems, security concerns — where speed and accuracy are non-negotiable.

Always-on Service

Banking and crypto run 24/7. Customers expect instant, multilingual, context-aware support — without waiting.

Complex Inquiries

Customers raise issues like disputed transactions, chargebacks, or verification delays — all requiring precise, source-backed answers tied to product terms and account data.

Security vs Compliance

Support teams must stay compliant with KYC/AML, PCI DSS, GDPR, and MiCA while protecting account data. Doing this consistently at scale without risking violations.

AI Solutions for
Finance and Crypto

Autonomous Support When Safety Allows

Autonomous Support When Safety Allows

Built for regulated environments, AI Agents for banking follow strict guardrails to safely automate tasks like account verification, KYC status checks, and transaction tracing.

Human-Controlled Precision at Enterprise Scale

Human-Controlled Precision at Enterprise Scale

For workflows requiring human approval, AI solutions for finance draft accurate responses from verified policies and KYC/AML rules, and agents review and send, staying in full control.

Secure Financial Case Resolution

Secure Financial Case Resolution

AI Agents and Assistants manage complex financial cases with strict rules, controlled escalation, and approval logic, from disputes to chargebacks and transaction verification.

The CoSupport AI Platform for Finance and Crypto

The CoSupport AI Platform for Finance and Crypto

Autonomous agent for repetitive financial requests — handles account checks, transaction confirmations, and FAQs using predefined rules.

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Why CoSupport AI
Fits Financial
and Crypto Operations

Launch a compliant, secure AI solution in just a few steps, no developers required:

1. Configure AI Agent

Define behavior, tone, and compliance boundaries.

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Define behavior, tone, and compliance boundaries.

2. Connect Trusted Data Sources

Data is pulled only from secure, approved sources like internal wikis, product manuals, and compliance docs, avoiding any use of unverified content.

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Data is pulled only from secure, approved sources like internal wikis, product manuals, and compliance docs, avoiding any use of unverified content.

3. Test in a Sandbox

Simulate complex financial queries and validate AI response accuracy.

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Simulate complex financial queries and validate AI response accuracy.

4. Deploy Securely Across Channels

Works across live chat widgets, help centers, ticketing systems, and messaging channels with full encryption and audit tracking.

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Works across live chat widgets, help centers, ticketing systems, and messaging channels with full encryption and audit tracking.

5. Monitor & Improve

Use dashboards to track accuracy, escalation rates.

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Use dashboards to track accuracy, escalation rates.

Seamless
Integrations for Finance
and Crypto Infrastructure

Easily integrate AI into your financial ecosystem:

Banking & Fintech Systems:
Core banking APIs, Swift, SEPA, Plaid, Yodlee.

Crypto Exchanges & Wallets:
Coinbase, Binance, Kraken, MetaMask, Ledger.

Help Desks & CRMs:
Zendesk, Freshdesk, Zoho, Salesforce,
Intercom.

Internal Tools:
Microsoft Teams, Slack, custom dashboards.

API Access: Connect securely to any financial backend infrastructure.

Customer Success Stories:
AI Chatbots
In Banking

Leading FinTech and SaaS brands use CoSupport AI to automate repetitive requests, speed up support, and enhance customer experience.

See Real Results →

Let’s Talk About AI
in Finance

Automate customer communication
securely and stay compliant.

FAQ