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Kustomer for Finance

The AI-safe CX platform built for regulated financial operations

Reduce cost-per-contact, strengthen compliance, and automate safely with Kustomer’s Intelligent CX platform.

Schedule Finance Demo
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Built for financial brands where trust, 
accuracy & compliance matter most

Kin Insurance reduced resolution times and improved visibility with unified policy and customer data
Request Demo

Identify

Identify Risk & CX Bottlenecks Before They Impact Customers

Know what’s happening

Ask natural-language questions like “Why did dispute volume spike?” and get real‑time insights, visualizations, and recommended actions. No exports, analysts, or BI delays.

Automate with full financial context

Because Kustomer AI is CRM-native, every action draws from transactions, flags, policies, claims, and identity data, powering higher accuracy and fewer escalations.

Continuously improve

AI learns from every interaction, improving accuracy, tone, and compliance so teams scale automation with confidence.

A dashboard screen shows a question about dispute volume spikes, two bar charts with varying data in blue and purple, a Key Insights section, and a search box labeled Ask me anything at the bottom.

Why

Why modern financial CX needs AI now

Prepare your data

Auto‑categorization, summaries, and suggested replies across messages, claims, verifications, and transactions.

Optimize Your Team

Confidence‑scored answers and workflow actions that prevent fraud, risk, and churn.

Orchestrate End-to-End with AI

Fully automated triage, KYC workflows, dispute handling, and proactive outreach, no engineering required.

Built

Built for How Finance Teams Actually Work

For CX & Operations

Resolve inquiries 2–3× faster with unified customer context and proactive automation.

For Fraud & Risk

Detect signals instantly with shared timelines, role‑based permissions, and workflow triggers.

For Compliance

Meet audit and regulatory needs with governed access, logs, role-based permissioning, controlled actions, complete traceability, and consistent workflows.

A chat interface shows a customer asking how to increase their line of credit. Human and refund agents respond, confirming the increase to $7,500 and offering to review the new payment schedule.

Scale

Scale Seamlessly Through Any Volume Surge

Agents stay ahead

With full customer history, verification status, policy data, and fraud flags.

Automate high-volume workflows

Embodied AI Agents handle end-to-end tasks like: resetting 2FA, explaining claim status, resolving simple disputes, sending proactive policy or account updates.

Route with precision

Ensure KYC reviews, flagged transactions, or complex claims go to the right human, automatically.

A user interface shows an AI Agent with a smiling yellow face icon, a “Disputes” button, a + Add more agents option, and profile photos of three diverse people on the right.

Built for financial brands where trust, accuracy & compliance matter most

Kin Insurance reduced resolution times and improved visibility with unified policy and customer data
A dashboard screen shows a question about dispute volume spikes, two bar charts with varying data in blue and purple, a Key Insights section, and a search box labeled Ask me anything at the bottom.
Identify retail CX bottlenecks before they become customer issues
Ask natural-language questions like “Why did dispute volume spike?” and get real‑time insights, visualizations, and recommended actions. No exports, analysts, or BI delays.
Because Kustomer AI is CRM-native, every action draws from transactions, flags, policies, claims, and identity data, powering higher accuracy and fewer escalations.
AI learns from every interaction, improving accuracy, tone, and compliance so teams scale automation with confidence.
Why Modern Financial CX Needs AI Now
Auto‑categorization, summaries, and suggested replies across messages, claims, verifications, and transactions.
Confidence‑scored answers and workflow actions that prevent fraud, risk, and churn.
Fully automated triage, KYC workflows, dispute handling, and proactive outreach, no engineering required.
A chat interface shows a customer asking how to increase their line of credit. Human and refund agents respond, confirming the increase to $7,500 and offering to review the new payment schedule.
Built for How Finance Teams Actually Work
Resolve inquiries 2–3× faster with unified customer context and proactive automation.
Detect signals instantly with shared timelines, role‑based permissions, and workflow triggers.
Meet audit and regulatory needs with governed access, logs, role-based permissioning, controlled actions, complete traceability, and consistent workflows.
A user interface shows an AI Agent with a smiling yellow face icon, a “Disputes” button, a + Add more agents option, and profile photos of three diverse people on the right.
Scale Seamlessly Through Any Volume Surge
With full customer history, verification status, policy data, and fraud flags.
Embodied AI Agents handle end-to-end tasks like: resetting 2FA, explaining claim status, resolving simple disputes, sending proactive policy or account updates.
Ensure KYC reviews, flagged transactions, or complex claims go to the right human, automatically.

Why most AI fails in Finance and why Kustomer doesn’t

Others' AI

Hallucinating answers
Escalating unnecessarily
Breaking workflows
Creating compliance gaps
Treating financial inquiries generically
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Kustomer’s AI

CRM-native data + omnichannel
A single, governed model
Confidence-based actions
Unified intelligence
Controlled actions

For leaders, by leaders

CX leaders need operational clarity, not more dashboards. 

Kustomer is purpose‑built to ensure AI is trustworthy, transparent, and tied to real outcomes.

See for Yourself
Two people sit together at a desk, smiling and looking at a laptop screen. One is pointing at the screen, and they appear to be enjoying a collaborative discussion in a sunlit, modern office space.

Join top finance brands scaling smarter with Kustomer

Speed, not backlog: Kin Insurance cut resolution times and improved operational visibility by unifying policy and customer data in one place.
Autonomy, not overload: Aplazo runs 98% of support conversations with Kustomer AI, lowering contact rates and freeing agents for complex, high-value work.
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See how AI-native CX transforms financial support

Schedule Your Demo
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