
The best-performing AI Agent for Financial Services support
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.

Fig 1.a
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.

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.
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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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.

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.

Fig 3.b
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.

Fig 3.c
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.
- 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.
Trusted by leading financial services teams
Discover how Fundrise achieved a 50% resolution rate within three months of launching Fin.
Learn how Road achieved 150% ROI by using Fin to scale support efficiently, reduce costs, and preserve their culture-first approach.