The best-performing AI Agent for Financial Services support

Fin is the best-performing AI Agent for financial services—resolving complex queries like card issues and disputes with unmatched accuracy. With a complete, configurable AI Agent System that gives you full control, you can stay compliant and scale your support confidently.

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Built for accuracy

Unmatched accuracy for complex financial queries

01Fin is powered by the Fin AI Engine™ to optimize answer quality, and leverages Fin Tasks to ensure precise execution of multi-step processes to resolve the most complex queries like transaction disputes and fraud claims.

Fin AI Engine architecture for accurate answers

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Accurate answers powered by the Fin AI Engine™

Fin’s patented AI architecture is built to handle the scale and complexity of Financial Services. From precise intent detection, to content retrieval, and multi-stage validation, every step is optimized to minimize hallucinations and deliver the highest-quality answers.

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Tasks resolve complex queries with precision

Fig 1.b

Tasks resolve complex queries with precision

Fin Tasks enable Fin to follow multi-step processes using natural language instructions and real-time data—ensuring precise execution of your business rules for the most reliable, accurate answers.

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Complete control

The most configurable system for full policy compliance

02Fin is the only complete, fully configurable AI Agent System in Financial Services—giving you full control to continuously improve performance and ensure policy compliance through a no-code experience anyone can manage.

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What I like about Fin is that we control it. We don't need engineers to make it work. We can adapt it ourselves.

Fin resolution rate

Trusted to comply

Trusted to meet the highest security standards

03Fin is certified across the highest global compliance and security standards and built to defend against hallucinations and injection attacks. Every input, decision, and response is logged in real time—keeping you compliant, secure, and audit-ready.

Enterprise-grade security and reliability

Fig 3.a

Enterprise-grade security and reliability

Fin is built on a secure, battle-tested architecture with 99.97% uptime and real-time elastic scaling for high-volume events. With SOC2 compliance and ISO 27001 and ISO 42001 certifications for responsible AI, it also defends against hallucinations and injection attacks with layered testing and safeguards.

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Transparent and traceable by design

Every conversation and action is logged in real time—including inputs, AI decisions, handoffs, and triggers—ensuring seamless internal audits and external reviews.

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Proven compliance and audit-readiness

Fin meets the highest industry and regulatory standards, with ISO 27701 and ISO 27018 certifications, and GDPR compliance to support audit readiness and vendor risk assessment.

Seamless integration

Fin works with any helpdesk

04 Set up Fin with your existing helpdesk or as part of the Intercom Customer Service Suite—with support for additional platforms and custom channels.

Intercom Suite Fin for Zendesk Fin for Salesforce

Key features

Set up in under an hour.
Integrates into your current support channels—tickets, email, live chat, and more.
Follows your existing assignment rules, automations, and reporting.
Escalates to agents in your preferred inbox.

Intercom Suite Fin for Zendesk Fin for Salesforce

Trusted by leading financial services teams

Consensys

"We had quick success with Fin. We reached about a 50% resolution rate early on, and over time scaled that to over 70% – all while maintaining very high customer satisfaction."

Aspire

"When we were evaluating AI solutions, Fin really stood out – not just because it was the first AI Agent for customer service, but because it was so easy to get started. I literally just pasted in our FAQs and was able to instantly test Fin's ability to handle real user questions."

Fundrise

Discover how Fundrise achieved a 50% resolution rate within three months of launching Fin.

>95%response accuracy rate with Fin

Sharsies

"We started using Fin over email as soon as it was available and we love it! In the last 12 weeks, we've had an almost 70% resolution rate which is epic."

Road

Learn how Road achieved 150% ROI by using Fin to scale support efficiently, reduce costs, and preserve their culture-first approach.

150%Return on investment

Marshmallow

"Fin has allowed us to scale and support more customers without needing to hire as many people. It frees up our team by handling repetitive queries, so our agents can focus on more complex issues, it's always on, and it's instant."