AI Financial Advisor called Finny

Elevate customer experience and loyalty through personalized, empathetic financial advice.
The Challange

In the competitive landscape of financial services, providing personalized and empathetic customer service is key to retaining clients and building long-term trust. A bank needed an innovative solution to deliver customized financial advice and support, especially during critical financial situations.

Advice, Risk Management and Support

We introduced "Finny," an AI-powered personal financial advisor designed to provide real-time financial guidance. Finny's capabilities include:Delivering customized financial advice based on individual customer profiles and financial goals.Assisting customers in creating and adhering to budgets.Offering empathetic support and guidance in fraud detection scenarios.

AI Technology

Finny leverages sophisticated AI algorithms for analyzing financial data and sentiment. The robust, scalable infrastructure ensures reliable performance and secure data handling. The user-friendly design across both desktop and mobile platforms ensures accessibility for all customers.

Customer Interaction

Finny maintains ongoing customer interaction through automated follow-ups, tailored financial advice, and proactive fraud alerts. This continuous engagement fosters stronger relationships and enhances customer loyalty.

Finance Guidance

By analyzing individual financial data and customer interactions, Finny delivers highly personalized advice and support. This bespoke approach ensures each client receives relevant and actionable insights, deepening TrustBank's connection with its customers.

Impact

Trust, operations and customer retention.

The implementation of "Finny" has had a profound impact on operations and customer relations, driving enhanced trust, engagement, and operational efficiency. Finny's empathetic and personalized advice has led to a 35% increase in customer trust and loyalty. Customers appreciate the tailored financial guidance, which has strengthened their relationship with

Customer Engagement

There was a 40% rise in customer interactions with Finny compared to previous engagements with human advisors. The AI’s availability and quick, accurate responses made financial planning more accessible and appealing to customers.

Operational Efficiency

20% reduction in customer service costs as Finny handled routine inquiries and financial planning tasks. This allowed human advisors to focus on more complex, high-value tasks, improving overall service quality.

Financial Security

Finny’s proactive fraud detection and timely alerts have significantly improved financial security for its customers, ensuring peace of mind and enhancing the bank’s reputation for security.

35%
Customer Trust
40%
Higher Engagement
20%
Cost Savings
15%
Financial Security

The introduction of Finny has transformed the approach to customer service by providing personalized, real-time financial advice and support. This AI-driven solution has significantly boosted customer trust, engagement, and operational efficiency, reinforcing TrustBank's position as a leader in customer-centric financial services.