Automate routine work
Automate more routine conversations and approved requests.
Financial services solution
AI agents for banks and financial services
Bring customer operations across service, onboarding, collections and growth into one controlled AI platform. Flametree helps banks and fintechs automate voice and digital conversations, act on customer context and hand complex cases to people without losing continuity.
Business outcomes
Customer operations that scale with control
Resolve needs faster
Resolve customer needs faster across voice and digital channels.
Scale one operation
Scale inbound service and outbound engagement without building disconnected systems.
Keep people informed
Give human teams the full context when a conversation needs judgment.
Customer journey
One platform across the customer journey
Acquisition & Conversion
Engage prospects, answer product questions, qualify demand and move interested customers to the next step.
Onboarding & Activation
Recover incomplete applications, guide customers through required steps and help newly approved users activate products.
Service Operations
Answer account and product questions, execute permitted requests and transfer complex cases with a complete interaction summary.
Collections Management
Contact customers before and after a missed payment, capture promises to pay and offer approved resolution paths.
Banking AI agents
Start with proven banking AI agents
Customer Service AI Agent
Handle first-line service conversations and approved account requests across voice and digital channels.
Collections AI Agent
Manage overdue-payment conversations, capture commitments and escalate complex cases.
Pre-Collection AI Agent
Contact customers before the due date and reduce avoidable delinquency.
Loan Application Completion AI Agent
Identify application drop-off reasons and guide prospects back into the process.
Card Delivery AI Agent
Resolve delivery questions and move confirmed deliveries into activation.
Card Activation & First Transaction AI Agent
Guide cardholders through activation and the first successful use.
Voice Credit Card Sales AI Agent
Run controlled outbound calls and move interested prospects into onboarding.
How Flametree works
One controlled operation from context to outcome
Connect customer context
Bring together product data, interaction history and the systems required for each scenario.
Configure policies and actions
Define what the agent can say, what it can do and when a person must take over.
Run inbound and outbound operations
Respond to customer requests and launch proactive campaigns from the same operating environment.
Hand off with full context
Transfer the conversation, history and AI-generated summary to a human employee.
Measure and improve
Review conversations, outcomes and bottlenecks to refine agents and workflows.
Control, security and integrations
Built for financial customer operations
One customer context
360 View links available customer data and interaction history through shared identifiers. Agents reuse saved profile fields; customers without matching identifiers may have separate profiles.
Omnichannel by design
Operate across voice, WhatsApp, web and mobile experiences, email and other connected channels.
Controlled agent behavior
Apply institution-specific policies, permitted actions and escalation rules.
Flexible deployment
Support the deployment model approved for the institution’s architecture and control requirements.
Enterprise integrations
Connect core banking, CRM, card, lending and other systems through approved interfaces.
Audit and visibility
Keep teams informed about conversations, actions, outcomes and handoffs.
Questions and related pages
Frequently asked questions
What can AI agents automate for banks and fintechs?
They can support customer service, onboarding, collections, acquisition and other approved workflows that combine conversation, system data and controlled actions.
Can Flametree integrate with banking systems?
Flametree can use configured OpenAPI, MCP, database connections and custom tools. Each banking workflow requires defined authentication, permissions, allowed operations and integration testing.
Does Flametree support voice and digital channels?
Yes. Voice connects through SIP or Twilio, alongside configured digital channels. Customer history is linked by shared identifiers; continuity depends on the identity and data available to the selected workflow.
How does a customer reach a human employee?
Escalation rules can transfer complex or sensitive cases together with the conversation history and a concise AI-generated summary.
How does Flametree control agent behavior?
Teams define knowledge, instructions, permitted actions, workflow stages and escalation conditions for each agent.
Can Flametree be deployed in a private environment?
Yes. Enterprise offers SaaS, private cloud and on-prem deployment; Growth is SaaS. Agree model hosting, data handling, infrastructure responsibilities and support for the selected architecture.
Which AI agent should a bank launch first?
Start with a high-volume, repeatable journey where the required data, actions and escalation rules are clear. Customer service, onboarding and collections are common starting points.
Next step
Build a controlled AI operation around your highest-priority customer journeys.
See how Flametree can connect customer context, channels and teams across service, onboarding, collections and growth.
Choose one priority banking journey for the demonstration.