Supported by

Antler

Reliable AI for Financial Services that Runs Customer Operations

Deliver seamless customer experiences in financial services with 24/7 AI agents, enabling faster, more consistent support across every customer touchpoint.

Who We Serve

Powering Diverse Financial Services with AI

Enhance customer journeys across lending, banking, and insurance with AI for financial services.

Lending & Mortgage Services

Simplify lead qualification, guide applications, verify KYC/KYB, and deliver real-time updates for a smoother and faster borrower experience.

AI for lending

BotCircuits AI agent presenting home loan options including fixed rate and variable rate loans to a borrower

BotCircuits agentic banking AI chat interface demonstrating a customer inquiry about savings accounts, showcasing automated product recommendations like Basic Saver and Fixed Deposit alongside a list of specialized financial AI agents.

Banking Services

Simplify transactions, check balances, manage payments, and improve loan follow-ups quickly to reduce manual work and enable self-service.

AI agents for banks

Insurance Companies

Handle policy questions, claim updates, and FAQs instantly to reduce call center load and deliver faster, reliable service.

AI agents for insurance

BotCircuits AI agent recommending motor, health, and life insurance plans to a customer in real time

How it works

Build AI for Financial Services in Just a Few Steps

Build AI agents for financial services easily by configuring agents based on your workflows, requirements, and customer journeys in a few steps.

1. Create Agent

Create your AI agent using a prompt or visual builder.

Use prompts or drag-and-drop
Define responses and behavior
Upload URLs, PDFs, CSVs for learning.

BotCircuits platform knowledge base showing uploaded PDF, CSV, and URL sources connected and ready for AI agent training

BotCircuits banking AI agent handling a payment transfer via chat and a voice call with a personal wealth manager simultaneously

2. Train Agent

Further train your agent by building workflows for complex tasks.

Design multi-step workflows
Automate complex task flows
Handle end-to-end processes

3. Test Agent

Check how your agent performs before going live.

Run test conversations
Refine responses
Fix gaps or errors

BotCircuits AI agent recommending savings account options including fixed deposit at 5.8% per annum during a test conversation

BotCircuits integration panel connecting AI agents to WhatsApp, Slack, Stripe, and HubSpot with live sync notification

4. Integrate Channels & deploy faster

Connect your agent to your preferred platforms.

Chat, voice, and messaging apps
Connect existing tools
Go live in minutes

1. Create Agent

Create your AI agent using a prompt or visual builder.

Use prompts or drag-and-drop
Define responses and behavior
Upload URLs, PDFs, CSVs for learning.

2. Train Agent

Further train your agent by building workflows for complex tasks.

Design multi-step workflows
Automate complex task flows
Handle end-to-end processes

3. Test Agent

Check how your agent performs before going live.

Run test conversations
Refine responses
Fix gaps or errors

4. Integrate Channels & deploy faster

Connect your agent to your preferred platforms.

Chat, voice, and messaging apps
Connect existing tools
Go live in minutes

1. Create Agent

Create your AI agent using a prompt or visual builder.

Use prompts or drag-and-drop
Define responses and behavior
Upload URLs, PDFs, CSVs for learning.

2. Train Agent

Further train your agent by building workflows for complex tasks.

Design multi-step workflows
Automate complex task flows
Handle end-to-end processes

3. Test Agent

Check how your agent performs before going live.

Run test conversations
Refine responses
Fix gaps or errors

4. Integrate Channels & deploy faster

Connect your agent to your preferred platforms.

Chat, voice, and messaging apps
Connect existing tools
Go live in minutes

Enterprise Ready

Secure. Compliant. Production-Ready

Everything needed to deploy AI with confidence.

Strong Data Protection

Easy System Integration

Multi-Channel Deployment

End-to-End Encryption

Compliance & Audit Trails

Secure Deployment

Strong Data

Protection

Easy System

Integration

Multi-Channel

Deployment

End-to-End

Encryption

Compliance &

Audit Trails

Secure

Deployment

Case Studies

Made for modern finance teams and organisations

Built to support regulated finance teams with security, control, and transparency across every workflow.

Insurance

How SLIC improved customer support with an AI-powered chatbot

Simplify lead qualification, guide applications, verify KYC/KYB, and deliver real-time updates for a smoother and faster borrower experience.

Read story

Insurance

How SLIC improved customer support with an AI-powered chatbot

Simplify lead qualification, guide applications, verify KYC/KYB, and deliver real-time updates for a smoother and faster borrower experience.

Read story

Insurance

How SLIC improved customer support with an AI-powered chatbot

Simplify lead qualification, guide applications, verify KYC/KYB, and deliver real-time updates for a smoother and faster borrower experience.

Read story

Get Started with AI for Financial Services Today

Create, manage, and deploy AI for financial services tailored to your workflows with no engineering required.

Book a Demo

Get Started with AI for Financial Services Today

Create, manage, and deploy AI for financial services tailored to your workflows with no engineering required.

Solutions

Product

Company

Resources

Solutions

Product

Company

Resources

Solutions

Product

Company

Resources