AI for Finance · Automated Customer Service and Acquisition

Automate the service
financial with IA

Attract new partners with chattigo's specialized bots and close deals through secure, agile advice available on your digital channels.

Automated acquisition of partners and clients
Secure and available financial advice
Conversations that drive new opportunities
Chattigo fintech web banner

Active customers and potential clients

It provides insurance plans explained in simple terms and easy-to-read information, plus immediate and personalized quotes in seconds.

I'm interested
Active customers and potential customers
Generate new customers

Earn new customers

Customers expect personalized messages and offers that focus on their life stages, financial goals, and career paths.

I'm interested

Provides customer service 5 stars

Reduce costs and increase efficiency in communication with your customers.

I'm interested
Provides 5-star customer service

Innovation at your service for Growth

Let your customers discover products and services on WhatsApp.

+ 55 %

Increased customer satisfaction

+ 85 %

Automating simple tasks

-70%

Resolution of repetitive queries

Bit, transforming an organization through a chatbot
Case of success

Bittransforming an organization through a chatbot

Discover how Banco Ciudad revolutionized its customer service by implementing Bit , its conversational chatbot on WhatsApp. A digital transformation that automated inquiries, reduced response times, and improved the experience for thousands of users.

FAQ

Through specialized AI Agents that answer inquiries, deliver personalized quotes, and guide prospects throughout the entire acquisition process, with messages and offers tailored to their life stage, financial goals, and professional profile. All immediately and available 24/7.

Yes. The AI ​​Agent delivers information about financial products and services in simple, easy-to-read terms, with immediate and personalized quotes in seconds, without the customer having to call or wait for human assistance.

Yes. Customers can explore products, request information, receive quotes, and advance in the hiring process directly from WhatsApp, without leaving the conversation or visiting branches.

Institutions using Chattigo report a 55% improvement in customer satisfaction, an 85% automation of simple tasks, and a 70% reduction in the manual resolution of repetitive queries, resulting in lower operating costs and greater efficiency.

Yes. Chattigo is ISO 27001 certified, guaranteeing bank-level data security. It also supports sending OTPs via WhatsApp for secure authentication, complying with regulatory standards in the fintech and banking sectors.

Yes. The AI ​​Agent can send automatic due date reminders, autonomously manage debt renegotiations, and integrate payment methods within the conversation, reducing delinquency and improving portfolio recovery without human intervention.

Yes. It integrates with the main CRMs, ERPs and systems in the financial sector via API, allowing you to query and update customer, account and product data in real time without duplicating information or changing systems.

No. The AI ​​Agent autonomously resolves common queries, delivers quotes, and supports operational processes, freeing up advisors to focus on cases requiring more in-depth analysis, negotiation, or personalization. Human and bot work as a team.

On WhatsApp, webchat, Instagram, Facebook, and other digital channels, all unified on a single omnichannel platform, customers can contact the institution through their preferred channel and receive consistent support across all of them.

Clients

Institutions that already they trust in chattigo

+800 companies in Latin America

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