FinSenseFINSENSEAFRICA

AI Banking

A banking assistant that finishes the job.

Conversational banking, chatbots and AI-driven CRM built on Affinsys and connected to your core, so customers get an answer instead of a detour.

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For retail and digital banking teams carrying rising contact volumes

Conversational bankingOmnichannelAI-driven CRM
From

A chatbot that answers FAQs and sends customers in circles

To

An assistant that resolves the request, or hands it over cleanly

What we offer

How we work
  1. Rank your contacts by volume and how resolvable they are
  2. Deploy banking-trained models against your products
  3. Launch on one channel, then extend to the rest
01

Conversational Banking

Answers and actions, in the customer's own words.

The challenge

Most bank chatbots only answer FAQs. Customers still call or queue in a branch to check a balance, block a card or raise a dispute.

What you receive
  • Assistant for balances, transfers, cards and disputes
  • Web, app and WhatsApp channels
  • Support for the languages your customers use
The outcome

Routine requests resolved in the conversation, at any hour.

  1. 01 / 03

    Conversational Banking

    Answers and actions, in the customer's own words.

    The challenge

    Most bank chatbots only answer FAQs. Customers still call or queue in a branch to check a balance, block a card or raise a dispute.

    How we work
    1. Rank your contacts by volume and how resolvable they are
    2. Deploy banking-trained models against your products
    3. Launch on one channel, then extend to the rest
    What you receive
    • Assistant for balances, transfers, cards and disputes
    • Web, app and WhatsApp channels
    • Support for the languages your customers use
    The outcome

    Routine requests resolved in the conversation, at any hour.

  2. 02 / 03

    Core & Channel Integration

    Connected to the systems that hold the answer.

    The challenge

    An assistant that cannot see the core banking system can only point customers somewhere else.

    How we work
    1. Map the systems each journey needs
    2. Connect through the integration layer we already run in banks
    3. Test security and permissions before go-live
    What you receive
    • Secure links to core banking, cards and CRM
    • Permissions scoped to each journey
    • A security test before launch
    The outcome

    An assistant that can check, move and change, not just reply.

  3. 03 / 03

    AI-Driven CRM & Handover

    When a person takes over, nobody starts again.

    The challenge

    When a bot hands over, the customer repeats everything and the agent starts blind.

    How we work
    1. Agree when the assistant should hand over
    2. Pass history, sentiment and intent to the agent
    3. Review handovers and improve the journeys
    What you receive
    • Handover with the full conversation attached
    • Customer history and suggested next steps for agents
    • Reporting on what was resolved and what was handed over
    The outcome

    Faster resolution, and agents focused on the conversations that need them.

How an engagement runs

One channel, one product set, then scale.

  1. Intent and journey scoping

    Rank your contacts by volume and how resolvable they are.

  2. Integration design

    Connect the systems it needs to resolve requests.

  3. Pilot on one channel

    Go live on one channel with agreed targets.

  4. Measure and expand

    Expand on evidence, after a security test.

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