Daniel for Financial
Account inquiries, fraud alerts, onboarding. Transform customer care and improve CSAT.
Get StartedWho Daniel Is
Daniel is your intelligent financial services assistant. He handles account inquiries, loan applications, and fraud alerts with secure automation that's fully compliant with banking and data protection standards. Daniel gives customers instant answers while protecting sensitive financial information and ensuring every interaction is logged and auditable.
What Daniel Does
Account Inquiries and Balances
Provides real-time account information through secure authentication. Customers can check balances, recent transactions, and due dates 24/7.
Loan and Credit Applications
Captures applicant data, explains requirements, and schedules follow-ups with loan officers — speeding up approvals and improving applicant experience.
Fraud Alerts and Disputes
Verifies suspicious activity instantly, gathers dispute details, and routes the case to the correct fraud or compliance team for review.
Customer Onboarding
Guides new clients through identity verification, account setup, and document collection, ensuring a seamless first impression.
Payments and Transfers
Supports recurring payments, transfers, and bill pay authorization with built-in security checks and confirmation messages.
See It In Action
Watch how Daniel assists with account inquiries, handles fraud alerts, and automates financial onboarding.
How Daniel Works
Understands the request
Recognizes the intent of each inquiry — account balance, fraud alert, or loan application — and triggers the right workflow automatically.
"I want to check my credit card balance."
Authenticates securely
Verifies identity using PIN, last four of SSN, or two-factor authentication, ensuring full compliance with KYC and data privacy regulations.
Checks your systems in real time
Connects with your core banking system, CRM, and fraud monitoring tools to retrieve accurate and up-to-date data.
Takes action
Handles inquiries, initiates loan pre-qualifications, flags suspicious activity, and escalates cases when necessary.
Closes the loop
Sends confirmation messages, updates CRM records, and notifies customers of outcomes, maintaining a complete audit trail.
Compliance log saved
Why Financial Institutions Use Daniel
Missed Calls
Every inquiry and alert is answered instantly, even during high-volume periods.
Resolution Time
Routine questions are handled automatically with instant data retrieval.
Compliance Alignment
All interactions follow KYC, SOC 2, and data protection protocols.
Accuracy
Account data, transactions, and notes are logged and verified consistently.
Connected to Everything That Matters
Daniel integrates with leading banking and financial platforms like FIS, Fiserv, Jack Henry, Salesforce Financial Services Cloud, and fraud detection systems. He syncs across your CRM, payment gateways, and compliance tools to ensure secure, seamless automation. Setup includes audit-ready testing and versioned workflows for peace of mind.
All integrations use bank-grade encryption and API security. Workflows are tested in sandbox environments and version-controlled for regulatory compliance.
Safety, Privacy, and Controls
Enterprise-grade security with granular controls to protect customer data and meet banking compliance requirements.
Privacy Settings
Secure Authentication
Multi-factor identity checks and encrypted access verification
Data Encryption
AES-256 encryption for all financial data in transit and at rest
Regulatory Compliance
SOC 2, GDPR, and PCI-DSS aligned for financial data handling
Retention Policies
Configurable data retention, masking, and audit logging
Rollback and Testing Controls
Simulated testing environments to validate flows before production
Outcomes You Can Expect
50% reduction in call volume through automation
Faster resolution for fraud and transaction disputes
Millions saved annually in labor and compliance overhead
Improved CSAT from faster service and consistent communication
Enhanced cross-sell conversion through proactive outreach
Pricing That Scales With Your Institution
Select the plan that fits your size and compliance needs.
SMB
Automate daily operations in under 2 minutes.
Perfect for small teams that want instant AI voice automation without setup hassles.
AI Voice Agents
Talk to customers automatically
Workflow Builder
Design call flows visually
App Integrations
Connect your favorite tools
Multi-Call Handling
Answer many calls at once
Smart Knowledge Base
Pulls answers from your info
Complete Voice Platform
Everything to launch in minutes
Agency
White-label and resell agentic AI at scale.
Ideal for marketing, CX, or automation agencies building AI-powered client offerings.
Includes all SMB features, plus:
White-Label Setup
Your brand, your platform
Client Management
Unlimited client accounts
Growth Tools
Built-in analytics & templates
Priority Support
Direct help from our team
High-Volume Calls
Scales for large campaigns
Enterprise
Tailored deployments with full compliance and support.
For large organizations requiring dedicated architecture, integrations, and enterprise-grade SLAs.
Includes all Agency features, plus:
Custom Integrations
Built for your tech stack
Enterprise Security
SOC2, HIPAA, GDPR ready
Dedicated Expert
Your own solution architect
Guaranteed Uptime
99.9% reliability SLA
Custom Dashboards
Tailored reports & insights
Ready to put Daniel on the front line?
Your customers get faster answers. Your team stays compliant and focused.