AI customer support for fintech and financial services

Robylon is an AI customer support platform that resolves tickets across email, chat, voice and WhatsApp. For banks, lenders, brokers, payment companies and insurers, its AI agents answer account and payment questions, block lost cards, run loan collections calls and qualify leads.

They take the action inside the systems you connect, such as blocking the card or sending the payment link, rather than only answering the question.

Yes, when the workflow is built for it. Robylon checks the customer's identity before any account action, uses wording your compliance team approves before launch, and hands a conversation to a person when it is not confident of the answer.

On an online trading platform, adding that human review step raised the accuracy of responses from 93% to almost 100%. Read the case study.

No. Refunds, payouts, released holds and changes to loan terms follow your approval path. The AI agent does the checking and prepares the action, and a person on your team releases it.

Blocking a lost or stolen card is the exception you can allow, because a block can be undone and every minute it waits costs money.

Yes. On a call or in chat, the AI agent verifies the customer, blocks the card straight away, and goes through the charges made since it went missing.

Anything the customer does not recognise becomes a fraud case with the transcript attached. Every fraud case goes to your fraud team; the agent does not decide the claim.

Yes. When an EMI goes overdue, the AI agent calls the borrower in their language, takes a promise to pay, sends the amount and a payment link on WhatsApp, and calls back at the time they named.

A lender serving over 25 million MSMEs moved 90% of its collection calls to Robylon. It now makes 3 times as many calls a day, collects about 25% more and spends about 30% less. Read the case study.

Yes. The AI agent calls or chats with each new lead, asks the questions your team would, and books the qualified ones with a loan officer or a licensed broker, with everything it learned sent to your CRM.

An auto loans company scaled its qualification calls from about 18,000 to 30,000 a month with Robylon and cut its lead qualification costs by over 35%. Read the case study.

Yes. Robylon is SOC 2 Type II and HIPAA compliant, and aligned to GDPR and CPRA.

Connections to your systems use scoped credentials that you issue and can revoke at any time, so the AI agent reaches only the data and actions you grant it. Every conversation, lookup and action is logged. US data residency is available. Reports and the full control list are in the Robylon Trust Centre.

Yes. Robylon runs on top of helpdesks such as Zendesk, Freshworks and Zoho rather than replacing them, and connects to CRMs such as Salesforce and HubSpot and to telephony such as Twilio, Exotel and Knowlarity.

Your own systems, such as a loan management system or a payments platform, connect through their APIs. See every integration.

Every channel your customers use, run by one AI agent with one knowledge base:

• Messaging: WhatsApp, Instagram and Facebook Messenger
• Chat: on your website and in your app
• Email
• Voice: inbound and outbound calls

It works in over 40 languages, including English, Hindi, Hinglish, Spanish and Portuguese, and replies in whichever one the customer uses.

Most teams go live in 7 days. The AI agents arrive pre-trained on more than 10 million support queries, and the Robylon team connects your systems and trains the agent on your products and policies during onboarding.

After launch, results build quickly. An online trading platform had 83% of its tickets resolved automatically after 15 days and 3,000 tickets, and a lender raised collections by 10% in a 3-week pilot.

Trading, investing, lending and payments companies including Fyers, Tradejini, Mudrex, Wint Wealth, Grip Invest, CheQ, Leap, Coastpay, Walllet.com and Legacy Wills.

One online trading platform handling over 300,000 tickets a year has over 80% of them resolved automatically, and cut support costs by about 25%.