AI that understands
finance.
Conversations that
build trust.
Outcomes that matter.
Telvanta.ai AI Assistants & Bots deliver intelligent, secure, and human-like conversations that help financial institutions improve customer experience, reduce operational costs and drive growth.
The impact you can achieve
Key Results for Financial Services
*Based on Telvanta.ai customer data
Human-like Conversations
Natural, context-aware conversations in multiple languages.
Trained on Finance
Pre-built intents for banking, insurance, loans, cards, and investments.
Secure & Compliant
Bank-grade security, data encryption and regulatory compliance.
Seamless Integrations
Connects with core systems, CRM, APIs and third-party tools easily.
Continuous Learning
AI learns from every conversation to improve accuracy over time.
Audit & Analytics
Conversation logs, reports and insights for better decision making.
How AI Assistants & Bots Work
Understand
AI understands the customer query across multiple channels.
Interpret
NLP & intent engine interprets the request with context.
Fetch & Process
Securely fetches data from systems and applies business rules.
Respond
AI delivers accurate, personalized response instantly.
Escalate if Needed
Complex queries are seamlessly escalated to human agents.
Learn & Improve
Every interaction is analyzed to improve future conversations.
Popular Use Cases
Account Balance & Mini Statement
Instantly provide balance, recent transactions and account details.
Loan & EMI Support
Help customers with loan status, EMI schedule, interest rates and early settlement.
Card Services
Assist with card blocking, limit increase, rewards, offers and transaction disputes.
KYC & Document Assistance
Guide customers through KYC, document requirements and status updates.
Onboarding Assistance
Answer queries during account opening, document upload and verification steps.
Payment & Transfer Help
Support UPI, fund transfer, payment failures and receipt related queries.
Policy & Insurance Support
Help with policy details, premium due dates, claims status and renewals.
Investment Guidance
Provide information on mutual funds, SIP, portfolio, NAV and market updates.
AI Assistant Performance Overview
Conversations Over Time
Channels Performance
Top Intents
Our AI Assistant handles millions of queries every month, delivers instant support and helps our team focus on what truly matters—building relationships and trust.
Rohit MalhotraHead of Digital BankingUnity BankSeamlessly Integrates With Your Systems
salesforceMicrosoft 365AWSTwilioand moreFrequently Asked Questions
Ready to deploy AI Assistants that delight your customers?
Automate conversations, reduce costs and deliver exceptional experiences.
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