Customer service AI agents for finance

Elevate client interactions with AI automation, ensuring personalized support and efficiency tailored to finance professionals’ needs.

Transform how you manage client inquiries with Glide's AI Agent

Our customer service AI agents are designed specifically for finance professionals, handling repetitive tasks such as account inquiries and transaction updates. By managing these routine functions, they enable financial advisors and analysts to concentrate on critical decision-making and client relationships, enhancing overall productivity while ensuring that human touch remains at the core of customer interactions.

Initiate your AI assistant today

Start a conversation to set up your personalized AI assistant for finance-specific tasks.

AI agent manages routine inquiries

The AI agent manages routine account inquiries and transaction updates, allowing you to focus on your clients.

Final approval by a human expert

Human experts review and validate AI outputs, ensuring accuracy and maintaining the personal touch in customer service.

AI agents ready for enhancing client engagement

Enhance customer interactions for financial services with intelligent AI-driven support solutions.

Glide provisions custom AI agents for your finance business in a matter of weeks.