FINTECH AI AGENT
Account Balance Inquiries, Travel Notices & Fraud Alerts
Empower banking and fintech customers to check account balances, flag lost cards, and update travel notices over Voice and Chat instantly.
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Financial Services & Fintech
✓ Verified Sector Solution
< 0.5s
Average Inquiry Response Latency
Deployment: < 48 hoursSecurity: Verified ✓
Specialized Financial Services & Fintech Workflows
Discover how X-AI handles specific operational tasks for financial services & fintech businesses.
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Instant Balance & Recent Transaction Check
Authenticates customer phone number with 2FA OTP and speaks current account balances securely.
- Bank-grade 2FA verification
- Spends & deposits summary
- Encrypted session logs
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Lost or Stolen Card Lock
Allows customers to temporarily lock debit or credit cards via voice command 24/7.
- Instant card status freeze
- Orders replacement card
- Issues temporary virtual card
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International Travel Notice Filing
Logs upcoming travel dates and destination countries to prevent false fraud blocks.
- Multi-country itinerary log
- Sets start & end date locks
- Instant push notification confirmation
PRE-BUILT CONNECTORS FOR FINANCIAL SERVICES & FINTECH
Connects Native to Your Existing Software Stack
PlaidStripeSalesforce Financial CloudSegmentTwilio
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