Deliver reliable, 24/7 financial support that your customers can actually trust
- CSAT90%average customer satisfaction score
- World-wide support24/7assistance in 65+ languages, ensuring health equity across all patient demographics
- Annual interactions30M+annual interactions managed with mission-critical reliability
- BEST-IN-BREED2025Best Conversational AI Platform by CX Today
The challenge
Financial support often fails when customers need security and speed
Market and seasonal volatility
Effortlessly manage surges in call volume during market shifts or tax seasons without increasing headcount.
Administration burnout
Shift repetitive tasks, like balance inquiries, PIN resets, or document status checks, to automation so your advisors can focus on high-value client relationships.
Customer friction
Avoid rigid, text-only bots that fail to provide real answers to complex financial questions.
Implementation barriers
Deploy an integrated, world-class solution in weeks rather than months or years.
Use cases
Automate complex workflows with applications that understand the specific security and data needs of the financial sector.
Guided wealth management
Use Voice+™ technology to send digital portfolio summaries or interactive charts to a customer’s phone while voice explains the details.
Fraud reporting and verification
Allow customers to resolve transaction issues instantly by taking a photo of a receipt or statement; the application identifies the context and provides immediate recovery steps.
Transparent billing
Explain complex fees or statement entries by showing digital breakdowns on a screen while providing audio guidance simultaneously.
Compliance and policy retrieval
Allow advisors to retrieve cited references and specific document highlights from regulatory manuals using voice and digital screens while staying focused on the client.
Know Your Customer and document verification
Automate the routine collection and verification of customer documents to clear queues and reduce administrative workload.
Instant policy updates
Empower business teams to update interest rates, branch alerts, or policy changes in minutes without writing code.
See how NLX transforms the patient access experience
- Pilot1 week↑ deliver first functional iteration
- automation2-6 weeks↑ from concept to live generative AI-powered flows
- Productivity15s↑ average reduction in after-call workload per interaction
- CSAT90%↑ average customer satisfaction score
Why NLX for financial services
Built for accuracy and security.
Multimodal experience
NLX bridges the gap between digital and physical banking by letting customers talk to your brand while interacting with live data on their screens.
Zero hallucinations
Our structured orchestration ensures customers receive only authorized, compliant data from your official systems, protecting your brand from AI inaccuracies.
Security and governance
Architecture designed to ensure sensitive customer data and PII remain protected, masked, and encrypted.
Business agility
A no-code interface allows your team to execute changes and update workflows in minutes to stay ahead of market changes.