Customer enquiries
Answer questions about products, fees, branches and opening hours from approved sources; hand anything account-specific to staff.
Explore DeskIndustries · Banking
AI and automation for banking
Banks handle large volumes of routine enquiries alongside decisions that must stay with people. AI can take the routine load, inside clear rules.
Workflows where AI helps
Branch appointments
Let customers book an appointment with the right branch team on chat.
Explore ChatPolicy and product knowledge
Give staff fast answers from approved policies and product sheets.
Explore KnowledgeInternal assistant
Answer staff questions and prepare routine reports, with approval before any change.
Explore BaseOversight we build in
- Approved knowledge sources only
- Permission-aware access by role and branch
- Human approval for regulated decisions
- Records of AI actions and approvals
- Data handling aligned to applicable regulation, such as Singapore's PDPA
Working with us
The workflows behind knowledge, communication, service and marketing are similar across industries, so we discuss each sector case by case. Tell us how your team works today and we will tell you honestly where AI helps.
Banking FAQs
Can AI give financial advice to customers?
No. We design AI to answer factual, approved information and hand advice, complaints and account matters to people.
Where does the AI get its answers?
Only from approved sources you choose, and staff see only what their role allows.
Related
All industries
Every sector we write about.
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Read moreBase
The business hub.
Read moreTalk about AI for banking
Tell us the workflow that takes most of your team's time.