Finance AI Solutions

AI that pre-qualifies, guides, and schedules—so you can focus on clients

Banks, fintechs, and advisors rely on AI ROBODESK to automate customer interactions and lead intake.

The Challenge

• Loan applications require repetitive data collection.

• Customers need immediate answers on products.

• Advisors waste time scheduling consultations.

The Solution

• Loan pre-qualification – Collect applicant details instantly.

• Product guidance – Suggest savings, investment, or credit products.

• KYC-ready intake – Securely gather required documentation.

• Advisor scheduling – Book meetings right from chat.

Key Features

• Integrates with CRMs & compliance tools.

• In-chat computations for rates or payments.

• Fully customizable brand tone.

Outcomes

• Faster loan cycles.

• Higher conversion on financial products.

• Better advisor productivity.