Conversational AI for banks, fintechs and insurers

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.