AI digital executives for banks, fintechs and insurers
Digital executives that serve, sell and run your processes. Without losing control.
Connected to your CRM, ERP, WhatsApp and phone, they work 24/7 within your rules, with human approval and an audit trail of every action.
Roma AI handles a financial institution’s customers on WhatsApp and web around the clock: it answers balance enquiries, pre-qualifies credit applications, walks clients through onboarding in minutes and follows every claim, handing over to a person whenever the conversation calls for one.
What it solves in financial services
- Answers routine questions about balances, products and paperwork with no phone queue.
- Pre-qualifies credit, insurance and financial product leads around the clock.
- Guides digital onboarding and document collection step by step.
- Logs claims, tracks them and tells the customer when the status changes.
- Books meetings with advisors straight into the team calendar.
The problem it replaces
First-line financial support leans on a call centre that saturates: customers wait twenty minutes or more, manual onboarding takes days, credit leads arriving after hours are lost and claims go unfollowed. The assistant absorbs that first line and leaves the human team the conversations that genuinely need a person.
Compliance and safe hand-off
Answers are bounded by the information the institution defines, so the assistant never improvises about sensitive data or product terms. When a conversation moves into territory that needs a person — an exception, a formal complaint, a transaction — it transfers to an agent with the full context, without the customer repeating anything.
Frequently asked questions
- Can it answer questions about balances and transactions?
- Yes, once connected to the core banking system or the institution’s systems by API. The assistant reads the data in real time and answers in the conversation, with whatever identity checks the institution requires.
- How does it qualify a credit lead?
- It asks the pre-qualification questions you define — income, employment history, amount, purpose — and builds the file. Qualified leads go into your CRM with the full conversation; the rest get the appropriate alternative.
- Is it safe for sensitive data?
- Roma AI encrypts communications in transit and at rest, never shares customer data with third parties, and is compatible with Latin American data protection regulations.
- Does it integrate with the CRM we already use?
- Yes. There are connectors for HubSpot, Salesforce, Pipedrive and Zoho among others, plus API and webhooks for in-house systems or the core banking platform.
- How is it different from a chatbot?
- A chatbot replies. Roma AI acts: its orchestrator understands what the customer asks for, decides the action and carries it out in your systems (creates the order, issues the promissory note, updates the CRM) before replying.
- Which systems does it integrate with?
- CRMs such as Salesforce, HubSpot, Pipedrive and Zoho, ERPs, core banking, payment gateways, calendars and your own databases. When there is no connector, it integrates through APIs or webhooks.
- Where does my customers’ data live?
- Communications are encrypted in transit and at rest, no data is shared with third parties and the platform complies with Latin American data protection regulations.
- Who controls what each agent does?
- Your company. You set the rules, the limits and the permissions for each system. Sensitive operations require human approval and every action is recorded in the audit trail.
- How much does Roma AI cost for a company?
- Enterprise plans start at US$490 a month and include a Customer Success specialist, priority support and integrations with your systems. The final price depends on your processes and volumes, and we define it with you in the free assessment.
- How long does an implementation take?
- The assessment is delivered in under a day. Most projects with integrations go live within 2 weeks; the most complex ones may take longer.
- What happens when a case needs a person?
- The agent detects it and hands the conversation to the right person on your team with the full context, without the customer repeating anything.
- Which channels and languages does it support?
- WhatsApp Business API, webchat, Instagram, Messenger, email and phone calls, in a single inbox with a unified history. It detects the customer’s language and replies in the same one.