Banking

Insurance

eCommerce

Retail

Blog

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Conversational AI Search for Banking

Answer questions, earn trust, and grow loyal banking customers

AI Findr adapts to your business goals, with personalized answers and smart CTAs built for financial products and big decision moments.

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Problems

Banking search needs a reset.

The customer drop-off rate in banking is among the highest of all sectors.

Visitors come with questions

They need help understanding and comparing the financial products you offer.

They get frustrated

They head to ChatGPT or Google, where competitors control the narrative and capture the revenue.

The missing piece? Customer intent

Without knowing what customers want or why they leave, you can’t fix the experience.

Discover Our Solutions

The Solution

AI answers tailored for your institution

Trained on your policies, content, and compliance needs, AI Findr gives you more insights and your visitors better answers.

Embedded CTAs
1

AI Findr embeds product and application links directly into the answer thread.

Lead capture
2

AI Findr collects contact info to make lead follow-up easy.

Customer intelligence
3

Every interaction is logged and analyzed, revealing drop-off points, top questions, and content gaps.

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Real results for digital banking teams

AI Findr reduces drop-offs, increases completed applications, and boosts customer satisfaction along the way.

87.3
%

Queries resolved on first contact

Fewer tickets. Satisfied users. Lighter support load.

+20
%

Conversion rate

From browsing to account opening, AI Findr converts.

+39
pts

Net Promoter Score

Everyone prefers AI Findr to a chatbot.

+800
%

User growth

When it works, they keep coming back.

Proven results for banks, credit unions, and fintechs

Use Cases

How smart banks are using AI Findr

Banks use AI Findr to grow customer confidence, speed up service, and unlock the full value of their content.

Replace outdated keyword search with semantic AI

  • Let users search with natural language (“best account for freelancers”)
  • Help them compare products and complete applications
  • Drive self-service support over web, voice or WhatsApp

Turn your financial blog into a high-converting channel

  • Combines insights from multiple articles to answer user questions
  • Inserts smart CTAs while users are learning and evaluating
  • Optimizes your content to surface in public AI chatbots

Equip client managers with instant answers

  • Ensure client managers give accurate answers to complex questions
  • Support high-quality service without digging through PDFs or portals
  • Reduce ramp-up time for new hires

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Trusted by clients worldwide

Client testimonials

From banking to eCommerce, industry leaders trust AI Findr to transform their customer experience. Here’s how our solution is making a difference.

“The AI Findr team navigated our compliance requirements while maintaining impressive execution speed. They consistently went the extra mile.”

Oscar Frassinetti

Innovation Manager Leader

Banco de Crédito de Perú (BCP)

Testimonials

Al Findr has transformed our approach to understanding customer needs, allowing us to enhance our digital strategies effectively.

Martin Salinas
Strategy, Insights & New Business Manager
at
BIMBA Y LOLA

Al Findr improved how visitors navigate and gave us a real-time window into what they're looking for. It's helping us shape our digital touchpoint strategy and how we plan events and activities.

Martin Salinas
Strategy, Insights & New Business Manager
at
Martin Salinas

The Al Findr team navigated our compliance requirements while maintaining impressive execution speed. They consistently went the extra mile.

Oscar Frassinetti
Innovation Manager
at
Oscar Frassinetti
Features

Technology built for trust and control

AI Findr is secure, private, and fully auditable. Every answer is grounded in verified sources and tailored to your bank’s policies and regulatory standards.

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Enterprise-grade security

Encrypted in transit and at rest, with PII filtering and private-instance options. Your data is never used to train outside AI models.

Data protection you can prove

GDPR-ready and adaptable to your regional regulations. Every interaction is explainable, logged, and easy to audit.

Self-improving within your rules

AI Findr learns from patterns and feedback while staying aligned with your taxonomy, tone, and compliance needs.

How It Works

Speed without the shortcuts

Start testing AI Findr in under a week and launch to your customers in under a month, without the big IT project.

1.
Information sources
2.
Business rules
3.
Customer insights

A collaborative knowledge base

Keep every rate, term, and policy accurate, approved, and ready for customers.

  • Centralize product details, policy docs, and service info in one secure place
  • Flag outdated or incorrect information before it reaches the public
  • Review, approve, and update collaboratively across teams

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Your rules, your results

Fine-tune answers without any extra dev work.

  • Define limits, tone, and priorities in natural language‍
  • Trigger the right form, application, or CTA at the perfect moment‍
  • Keep all interactions on-brand and compliant

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See the full picture, not just the numbers

Turn every banking question into a competitive advantage.

  • Track the products customers compare and the terms they search
  • See where customers get stuck or drop off
  • Spot emerging needs and trends before your competitors do

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AI search is the best place to start developing innovation and creating valuable digital experiences.

Flavia Marsano
Product Innovation Lead at AI Findr
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