Financial Intents You Can Count On.

Our platform is already trained on key fintech intents to deliver quick time to value and spur long-term loyalty.

  • Awareness

    Policies

    Offers

    FAQs

  • Consideration

    Product Options

    Referrals

    Personalized Recommendations

  • Purchase

    Account Options

    Upsell/Cross Sell

    Porting Accounts

    Transfers

  • Service

    Billing and Payments

    Reporting

    Troubleshooting

    App-related issues

  • Loyalty

    Proactive care

    Referral program

How Conversational AI Addresses Fintech’s Moments.

Revenue Moments

Predict customer profile and spending patterns to recommend higher interest savings accounts.

Service Resolution Moments

Automate and inform common requests to change passwords, link accounts, transfer balances, and conduct transactions.

Brand Experience Moments

Offer personalized and immediate global service on security or account access issues.

Loyalty Moments

Reduce churn and build loyalty by offering companion loans, credit cards, and other products.

Our Customers’ Results Speak Netomi.

Ben Terrill

Director, Customer Experience

We had hard integration requirements and the whole team has been nothing but stellar in supporting us with a solutions-oriented mindset. Our requests were not easy, but the team has handled them with grace. Netomi’s support has been world-class!

Best in CX Results.

  • 50 0 %

    Deflection Rate

  • 92 0 %

    Response Time Improvement

  • 95 0 %

    Accuracy Rate