# AI customer support for fintech and financial services > Robylon is an AI customer support platform that resolves tickets across email, chat, voice and WhatsApp. Operated by Zooid Tech Inc., San Francisco, California. AI agents that resolve payment, card, KYC and account queries across chat, email, voice and WhatsApp. SOC 2 Type II compliant. Live in 7 days. > Source: https://www.robylon.ai/industries/fintech > Last updated: 2026-09-28 ## Built on Robylon for fintech companies Four jobs a bank, lender, broker or insurer can hand to Robylon, from a stolen card to an overdue EMI. ### Where is my withdrawal? Payout, account and trade questions, resolved over email. Robylon answers account, payment and withdrawal questions on email, chat and WhatsApp. It reads the ledger, the payout system and the KYC record before it replies, so the answer is the real reason and not a script. Anything that moves money, such as releasing a hold, goes to your team for approval with the checks already done. - **Over 80%** Tickets resolved automatically (Online trading platform) - **~25%** Lower support cost (Online trading platform) - **~100%** Accuracy with human review (Online trading platform) - **300k+** Tickets a year (Online trading platform) ### My card was stolen Cards blocked on the call, and every fraud case handed to a person. Robylon answers your card line day and night. It verifies the caller, blocks the card while they are still on the phone, and goes through the charges made since it went missing. Anything they do not recognise becomes a fraud case with the transcript attached, and your fraud team takes it from there. ### EMI three days overdue Overdue EMIs collected with a call and a WhatsApp payment link. When an EMI goes overdue, Robylon calls the borrower in their language, takes a promise to pay, and sends the amount and a payment link on WhatsApp. It calls back at the time they named. Hardship, restructuring and disputes go to your collections team, on approved wording only. - **~25%** More collected (Lender serving 25M+ MSMEs) - **~30%** Lower collection cost (Lender serving 25M+ MSMEs) - **3x** Calls made a day (Lender serving 25M+ MSMEs) - **90%** Collection calls handled by AI (Lender serving 25M+ MSMEs) ### How much is car insurance? Website visitors quoted, qualified and booked with a broker. Robylon picks up the chat on your site, asks the questions a quote depends on, and shows the plans that fit, priced for that person. When they are ready, it books a call with a licensed broker and sends the lead to your CRM with everything it learned. It quotes; your brokers sell. ## What does every Robylon AI agent come with? - **Generative AI, up and running in minutes.** Connect your knowledge base and let your AI agent handle FAQs with precision and tone, automating the questions your team answers every day. - **Seamless backend integration. True end-to-end automation.** Let your AI agent tap into your systems to verify users, tailor responses, and complete support workflows end to end. - **Precision through data. Quality through insight.** Leverage real-time analytics and QA tools to improve your AI agent's output and raise the share of queries it resolves, week after week. - **Global support. Local feel. Lower cost.** Our AI agent handles customer queries in over 40 languages, works around the clock, and saves your team time and money. ## Can Robylon connect to your core banking system, fraud engine and payment gateway? Yes. Bring data into Robylon and increase agent productivity. ## Frequently asked questions ### What does Robylon do for fintech and financial services companies? 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. ### Can AI agents handle regulated financial conversations safely? 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](https://www.robylon.ai/customer-stories/ticket-resolution-for-an-online-trading-platform). ### Will Robylon move money or change an account on its own? 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. ### Can Robylon block cards and take fraud reports? 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. ### Can Robylon run loan collections calls? 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](https://www.robylon.ai/customer-stories/25-improvement-in-loan-collections-by-using-robylons-ai-voice-agents). ### Can Robylon qualify leads for loans and insurance? 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](https://www.robylon.ai/customer-stories/auto-loan-company-reduces-lead-qualification-costs-using-robylons-ai-voice-agents). ### Is customer data secure with Robylon? 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](https://trust.robylon.ai). ### Does Robylon work with our existing helpdesk and systems? 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](https://www.robylon.ai/platform/integrations). ### Which channels and languages does Robylon support? 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. ### How long does it take to set up Robylon? 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. ### Which fintech companies use Robylon? 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%.