AI agents for financial services
From account inquiries and loan origination to claims processing, collections, and compliance verification, our AI agents automate customer and advisor workflows without sacrificing financial trust.
Trusted by leading organizations
Introducing SIMBA Agents for Financial Services
Automate financial workflows with trust
Improve customer satisfaction
Emotionally aware agents guide customers through sensitive financial conversations — account disputes, claims, and payment difficulties — with empathy and precision.
Reduce cost per resolution
Automate balance checks, payment reminders, transaction lookups, and status updates. Free your team for complex advisory conversations.
Built for financial compliance
SOC 2 Type II certified, ISO 27001 compliant, with zero retention mode and regional data residency options.
Conversational agents for every financial service
Hours of conversations every month
One platform for every financial workflow
One brain across channels
Design your agent once and deploy it everywhere your customers are — chat, phone, email, WhatsApp, and more. The same knowledge base, personality, and workflows power every channel, ensuring a consistent experience.
Built for financial workflows that matter
Inbound support and account service
Resolve account inquiries, process transactions, and update customer information in real-time with full audit trails.
Outbound sales and collections
Proactive outreach for payment reminders, loan offers, renewal notices, and collections with compliant workflows.
Lead qualification and conversion
Screen and qualify prospects for financial products, collect application data, and route to licensed advisors.
Emotionally aware voice agents for finance
Expressive, natural voices
Choose from 10,000+ voices or clone your own. Control tone, cadence, and emotion for every interaction. Our voices are indistinguishable from humans.
Sub-second latency
Industry-leading response times under 1 second. Natural turn-taking and interruption handling make conversations feel real.
Multilingual support
Deploy agents in 70+ languages with automatic language detection and seamless switching mid-conversation.
Enterprise-grade security and infrastructure
Enterprise-level data protection
End-to-end encryption, SOC 2 Type II certification, zero retention modes, and regional data residency options to keep your data secure.
Granular team permissions
Role-based access controls, workspace-level isolation, and audit trails to manage your team securely at scale.
Elevated support and custom deployments
Dedicated account management, custom SLAs, priority support queues, and VPC deployment options for enterprise customers.
Get started with financial AI agents
Create an agent on the web
Set up your first AI agent in just a few minutes using our web platform. Upload your SOPs, knowledge base, and configure workflows — no coding required.
Build via API
Build, launch, and scale agents using our powerful APIs and SDKs. Available in JavaScript, Python, Swift, and more.