An AI chatbot for financial services is a website-embedded assistant trained on your organisation's own product guides, rate sheets, terms and conditions, and FAQs that answers customer questions instantly, 24 hours a day. Unlike a generic chatbot, it's built specifically for your institution: you select your industry and use cases, choose the languages it should speak, and upload the files it should learn from. It reads and indexes those files using Retrieval-Augmented Generation (RAG), so answers are always accurate and grounded in your real product information — and it knows exactly when to hand a conversation to a licensed advisor.
RhinoAgents chatbots embed on any website with one line of code, log every conversation to a dashboard, and escalate to your team seamlessly when needed. SOC 2 Type II certified and GDPR compliant — with built-in guardrails that prevent the chatbot from crossing into regulated financial advice territory.
Pick your industry, choose your use cases, select your languages, upload your knowledge base, and go live. Here's exactly what that looks like.
Choose every language your chatbot should respond in. It auto-detects the visitor's language and switches automatically.
Drop in your product guides, rate sheets, terms and conditions, and FAQs. The chatbot reads and indexes them automatically (RAG) so every answer is grounded in your real financial products.
A customer who can't get a simple loan rate at 8pm starts a mortgage application at a competitor by 8am. Your chatbot keeps them engaged — and converts prospects around the clock.
Every common customer and prospect query your team fields — answered instantly, grounded in your actual product guides and rate sheets.
Answers general account questions — how to open an account, what documents are needed, interest calculation methods, statement requests, and online banking setup guides — pulled from your FAQs and product guides.
Explains personal loans, mortgages, car finance, credit cards, and overdraft products — eligibility criteria, rates, repayment terms, and application steps — grounded in your product guides, without providing regulated credit advice.
Provides current savings rates, loan APRs, mortgage rates, fee schedules, and account charges — pulled directly from your rate sheets, keeping answers accurate and automatically updated when you upload new documents.
Guides customers through the steps to dispute a transaction, report suspicious activity, freeze a card, or report a lost card — referencing your procedures, and instantly escalating fraud or sensitive cases to your team.
Complex financial decisions, fraud disputes, mortgage applications, or any sensitive case hands off live to a qualified advisor — with the full conversation history attached and nothing repeated.
Instantly answers branch location, opening hours, ATM finder, phone numbers, and appointment booking queries — reducing inbound calls to branch staff and routing customers efficiently.
Financial services is a regulated sector. RhinoAgents is built with guardrails to avoid crossing into regulated advice territory — and to route complex or sensitive conversations to a qualified human instantly.
Chat volume, resolution rates, escalations, and full transcripts — one dashboard for your customer service, product, and compliance teams.
Every conversation captured and searchable by keyword, date, product, or use case. Review exactly what customers and prospects are asking.
Number of chats, resolution rate, escalation rate, busiest hours, and most-asked product questions — daily, weekly, or monthly views.
A live queue of conversations needing a human, routed by department or product, with full transcript attached so advisors never start from zero.
Add, replace, or remove product guides and rate sheets at any time. Re-indexing is automatic — update your rates and the bot knows within minutes.
See which languages your visitors are actually using, so you know where to invest in translated product materials and multilingual advisor capacity.
Chats handled, resolution rate, escalations, and top unanswered questions — delivered to your customer service manager or CFO every Monday.
Your product documents and customer conversations contain sensitive personal and financial data. RhinoAgents meets the standards your compliance, legal, and risk teams expect.
Real metrics from banks, credit unions, and financial services firms using RhinoAgents chatbots.
How banks, credit unions, and fintech firms are reducing inbound call volumes and improving customer satisfaction with a chatbot built in minutes.
Built using their personal loan, mortgage, and savings product guides as the knowledge base, the chatbot now handles the vast majority of website enquiries — rate questions, product comparisons, and application steps — with only complex or sensitive cases reaching advisors.
Members previously called or visited branches for basic account questions, loan eligibility, and rate queries. The chatbot now answers these instantly on the website, freeing staff to focus on applications and member relationships.
Operating across five markets, their team deployed RhinoAgents in English, Spanish, French, Portuguese, and Arabic — uploading product guides for each market. Full multilingual 24/7 lead capture was live the same afternoon.
Connect your core banking system, CRM, and knowledge sources — embed with one line of code and go live immediately.
Temenos, Finastra, FIS, Fiserv, Mambu, Thought Machine, nCino, Silverlake, Jack Henry
PDF, Word, Excel, SharePoint, Confluence, Google Drive, or direct website URL crawl
Salesforce Financial Services Cloud, HubSpot, Microsoft Dynamics 365, Zoho CRM
Slack, Microsoft Teams, Gmail, Outlook, SMS — route escalations to the right advisor or fraud team instantly
Google Calendar, Outlook, Calendly — let prospects book advisor callbacks or branch appointments from the chat
AI Voice Agent, AI Loan Origination Bot, AI Fraud Alert Agent, AI Customer Onboarding
A community credit union or a global retail bank — the same five-step setup works across every financial institution type.
Straight answers — no jargon.
No developer, no months of build time. Select Financial Services, choose account queries, loan FAQs, product information, or dispute guidance, upload your rate sheets and product guides, pick your languages — and your website has a 24/7 assistant that knows exactly when to bring in a licensed advisor.