Secure support your customers
trust, powered by AI
The AI platform built for financial services. Deliver compliant, secure support your customers expect—before, during, and after every transaction.
"Every time we lost a support agent, it cost us $20,000 and three months of scrambling. Since we brought in Kayako, that's changed. It handles the repetitive stuff, and our agents finally have room to breathe."
Balaji Jayaraman
VP of Customer Support, Aurea
How Kayako transforms CX for financial services
Let customers seamlessly check balances, view transaction history, and manage account preferences. Automate routine inquiries, boost satisfaction, and cut resolution times.
Streamline dispute resolution with AI that gathers details, initiates chargebacks, and keeps customers informed throughout the process—all while maintaining compliance.
Priority routing ensures fraud reports get immediate agent attention. AI triages urgency, can lock compromised accounts, and escalates critical cases instantly.
AI that works around the clock
Securely routes sensitive inquiries, flags fraud concerns for immediate review. Auto-classifies by urgency and compliance requirements.
Handles account questions with compliance in mind. Drafts accurate responses while maintaining audit trails for regulatory requirements.
Learns from your compliance team's resolutions to improve over time. Builds institutional knowledge that compounds with every interaction.
Instant ROI on the metrics that matter
Turn your support operation into a strategic growth driver.
See customer storiesReady to transform your financial services support?
Get a demoJoin leading financial institutions using AI to scale support