Banks, Insurance & Fintechs
Stay compliant, serve faster — Funnder AI qualifies, books, and supports securely 24/7.
Compliant automation that scales with you.
Funnder AI agents help financial institutions, insurers, and fintechs serve customers instantly while reducing costs. Agents capture and qualify leads, intake claims, schedule consultations, and follow up — all within compliant guardrails.
Top use cases
- ✔Loan pre-qualification & identity verification
- ✔Insurance claim intake & triage
- ✔New customer onboarding & account setup
- ✔Regulatory-compliant data capture
- ✔24/7 client service across phone, SMS & social
Common Financial Services Challenges
Compliance pressure
Banks, insurers, and fintechs must meet GLBA, PCI DSS, SOC 2, GDPR/CCPA, and Basel III. Manual processes are costly and error-prone.
Slow response
Inquiries left waiting drive customers to competitors. Speed-to-lead is critical, yet most institutions lack 24/7 coverage.
Integration gaps
Legacy systems and siloed data make consistent, compliant client engagement a challenge.
How Funnder helps
- 24/7 Coverage: Under-30-second responses across voice and chat.
- Compliance-first workflows: GLBA, PCI DSS, GDPR/CCPA, SOC 2, Basel III supported.
- Lead capture & pre-qualification: Loan, insurance, and account inquiries handled instantly.
- Secure integrations: Works with CRMs, claim systems, LOS platforms.
- Analytics & reporting: Track response times, conversions, and compliance KPIs.
Built for financial workflows
Identity verification
Always verifies before sharing sensitive information.
Claim intake
Collects claim details, routes to specialists, explains processes.
Loan screening
Gathers details, pre-qualifies leads, routes compliant applications.
Customer onboarding
Guides new clients through digital-first setup securely.
Key features for Banks, Insurance & Fintechs
🔐 Compliance built-in
GLBA, PCI DSS, GDPR/CCPA, SOC 2, Basel III workflows.
📑 Loan & claim pre-qualification
Screen applications and intake claims securely, 24/7.
📞 Omnichannel service
Phone, SMS, WhatsApp, Email, LinkedIn & more.
⚡ Instant lead capture
Smart QR codes & links with TCPA-compliant opt-ins.
📊 Real-time analytics
Compliance KPIs, conversion, and ROI visibility.
🔗 CRM & API integration
Seamless sync with financial systems.
Use cases & workflows
| Customer Action | AI Agent Response | Business Outcome |
|---|---|---|
| Prospect submits a loan inquiry online | Verifies identity, collects details, pre-qualifies, and books banker consultation | Faster, compliant loan pipeline |
| Policyholder calls to file a claim | Gathers claim details, routes to specialist, explains next steps | Reduced call center load, faster resolutions |
| New fintech user signs up | Guides onboarding, verifies details, syncs with CRM | Smooth onboarding, better first impressions |
| Compliance audit request | Provides transcripts, logs, and proof of verified workflows | Reduced audit risk, stronger compliance posture |
Limited-Time Offers
- •Setup fees waived for new partners (normally $500–$7,500+).
- •$250 service credit for every qualified referral.
No Hidden Fees
Social proof & security
Trusted by banks, insurers, and fintech leaders.
Secure, compliant data capture with logged transcripts.
Integrates seamlessly with CRMs, LOS, and insurance systems.
FAQs
Ready to scale financial services securely?
Let Funnder AI handle compliant lead capture, claim intake, and customer engagement 24/7.
Get Started with Funnder
AI voice and chat agents that communicate naturally till the person makes a purchase, takes the next step, shares details, gets assisted or naturally drops off.
