AI customer assistant for banks and credit unions

Customers ask by phone, WhatsApp, web chat or the mobile app, in their own language. The assistant answers routine requests after identity checks and hands complex ones to your staff with a summary.

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One click opens a free 30-day workspace with AI customer assistant and sample data. No credit card.

What gets in the way today

The work between the systems

Contact centre queues are full of balance, statement and card-block requests.
When a call is transferred, the customer has to explain everything again.
Failed identity checks and unhappy customers are not seen until a complaint arrives.

How Neuclon handles it

Built for this, changed by your team

The AI customer assistant app records every conversation: channel, language, request, identity check and outcome. Routine requests are resolved; complex or sensitive cases open a staff case with the conversation summary. A failed identity check alerts the fraud team at once, and negative sentiment is flagged for a call-back.

See it work

Try AI customer assistant with sample data

Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.

Try it: AI customer assistantInteractive demo · sample data

The apps

What you get

App · FinanceAI customer assistantCustomers ask by phone, WhatsApp, web chat or the mobile app, in their own language. After identity checks the assistant answers or acts on routine re…Template · FinanceComplaints registerCustomer complaints with category, regulatory deadline and outcome.App · FinanceCustomer retention insightsReads account activity, product use, complaints and call themes from your own data. Each customer gets a simple risk score with the reasons in plain w…

A day with Neuclon

How the day goes

7:10A customer messages on WhatsApp in Spanish to block a lost card. Identity confirmed; card blocked; replacement ordered.
9:45A payment dispute is handed to staff with a summary, so the customer never repeats themselves.
11:20A caller fails the identity check on someone else’s account: the fraud team is alerted with the transcript summary.
17:00The supervisor sees what customers asked for today, by channel, and what is still waiting on staff.

An illustrative day. Your rules, people and systems set the details.

Prove it in 30 days

What to measure

Share of requests resolved by the assistant
Average time to resolve
Hand-overs waiting more than a day
Failed identity checks

Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.

Questions

Frequently asked

Does the assistant make decisions on accounts?

Only the routine actions you allow, after identity checks, and every step is logged. Anything complex or sensitive goes to a person, and you choose the autonomy level.

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with AI customer assistant Book a walkthrough