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    ✦ Financial Services

    Trusted by leading finance teams

    Compliant AI agents for banks, insurers, and fintechs.

    Automate routine financial queries while maintaining the audit trails, data residency, and regulatory compliance your industry demands.

    LiveBenelux financial services deploy AI agents in 3 languages.
    Book a Demo See AI Support Platform

    See the Difference

    What happens when fraud strikesand the customer uploads the proof?

    Before Certainly
    After Certainly
    Certainly AI | Instant fraud response

    Fraud doesn't wait for someone to pick up the phone

    Watch a customer upload a suspicious charge and get instant AI-powered protection.

    Interactive demo · no audio, subtitled

    Compliance first

    Full audit trails, EU data residency, and regulatory-grade security aligned to SOC 2 and ISO 27001 frameworks.

    24/7 compliant support

    AI handles account queries, KYC, and transaction support around the clock without compromising regulatory requirements.

    Reserve agents for complexity

    Automate 60% of routine financial queries so your team focuses on advisory and high-value interactions.

    60%

    Reduction in routine query handling time

    Industry average

    24/7

    Compliant support without staffing night shifts

    €12

    Average cost per human-handled financial query

    45s

    Average AI resolution time for account inquiries

    Use Cases

    Serving everyfinancial workflow

    KYC verification
    Account inquiries
    Fraud alert triage
    Audit trail logging
    Loan & claim status
    Multilingual support
    Customer onboarding
    Omnichannel

    Challenges → Solutions

    Hover to see how Certainlysolves it

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    KYC creates customer friction

    Document submission, identity checks, and compliance verification slow down onboarding.

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    Guided KYC, faster onboarding

    AI walks customers through every step with real-time validation.

    • Automated document verification workflow
    • Edge cases escalated to compliance with full context
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    Account queries overwhelm support

    Balance checks, transaction history, card status. Simple queries that consume expensive agent time.

    "Average cost per human-handled financial query: €12."

    , Industry benchmark

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    Instant account resolution

    AI resolves routine queries with role-based access and data masking.

    • PCI-compliant data handling
    • Sensitive information masked automatically
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    Fraud alerts need instant response

    Suspicious transaction alerts require immediate verification. Delays erode customer trust.

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    First-response fraud triage

    AI verifies transactions, freezes cards on request, and routes to specialists.

    • Real-time transaction verification flow
    • Confirmed incidents escalated with full context
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    Regulatory audit requirements

    Every interaction must be logged, timestamped, and exportable for regulators.

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    Built-in audit compliance

    Every AI interaction logged with decision paths and data accessed.

    • MiFID II, PSD2, and FCA record-keeping ready
    • Exportable logs for any regulatory authority
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    Peak period wait times

    Loan applications, mortgage queries, and insurance claims spike seasonally. Hold queues grow.

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    Zero wait times at peak

    AI handles status checks and routine queries instantly at any volume.

    • Loan and claim status automated end-to-end
    • Human agents reserved for complex financial advice
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    Multi-market language requirements

    Cross-border banking and international insurance demand local-language support.

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    100+ languages, one agent

    Native multilingual support for every market you operate in.

    • Critical for multi-jurisdiction compliance
    • Local-language KYC and onboarding flows
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    Compliance & Security

    Built for regulated industries

    Security practices aligned to SOC 2 and ISO 27001 frameworks. GDPR compliant with EU data residency. Your customer data never trains our models.

    SOC 2 AlignedGDPREU Data ResidencyISO 27001 AlignedPSD2 ReadyMiFID II Logs

    Integrations

    Plug into your financial stack

    Connect to your core banking platform, compliance systems, and customer management tools. Pull account data, trigger workflows, and sync customer context in real time.

    Core Banking SystemsKYC & CompliancePayment ProcessorsFraud DetectionCRM PlatformsDocument ManagementTrading PlatformsAudit & Reporting

    Trusted by financial institutions

    Fintiba
    Lunar
    Alloya Corporate FCU
    Banchile Inversiones SA
    Coracle
    Expatrio
    Fintiba
    Lunar
    Alloya Corporate FCU
    Banchile Inversiones SA
    Coracle
    Expatrio

    Automate compliant CX today.

    AI agents that handle financial queries with full audit trails and regulatory compliance.

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