AI support for financial services that stays compliant
Resolve account inquiries, fraud disputes, and compliance FAQs automatically — with personal data masked at every step, audit logging, and zero hallucinations outside your approved knowledge base.
FinTech tickets RAUM resolves automatically
Account & billing inquiries
Balance questions, transaction disputes, fee explanations, and statement requests account for the majority of FinTech support volume. RAUM resolves these instantly by querying your core banking or payment API through your connected tools — no agent needed.
Fraud alerts & card disputes
Customers reporting suspicious transactions need fast, accurate responses. RAUM checks transaction history, applies your dispute policy, and either resolves automatically or escalates with a full context summary ready for review.
Compliance & regulatory FAQs
AML, KYC, GDPR data requests, and regulatory disclosures require consistent, accurate answers. RAUM reads your compliance knowledge base and responds precisely — no paraphrasing, no hallucinations.
Onboarding & KYC questions
New customers get stuck on identity verification, document upload, and account activation. RAUM guides them step-by-step using your onboarding decision trees, designed to resolve the bulk of onboarding questions without escalation.
Everything your compliance team requires
Compliance-safe responses
RAUM follows your exact compliance guidelines and escalation rules. Every response is grounded in your approved knowledge base — not generic AI output.
Financial data security
Personal data masking removes account numbers, card details, and SSNs before any data reaches the AI. AES-256-GCM encryption via AWS KMS protects all credentials at rest. Full audit trail for every action.
Dispute & resolution analytics
Track dispute resolution rates, escalation patterns, avg handling time, and CSAT by issue type. Knowledge gap detection surfaces emerging compliance questions your team hasn't documented yet.
API-native integrations
Connect your core banking system, payment processor, or CRM through your connected tools. RAUM fetches live account data, transaction records, and customer profiles — then resolves tickets with real information.
From ticket to resolution in 4 stages
Understand Stage 1
Identifies the issue type — billing, fraud, compliance, onboarding — and extracts account context from Zendesk tags and conversation history.
Plan Stage 2
Searches your compliance knowledge base, regulatory FAQs, and decision trees. Maps the correct resolution path — including when to escalate.
Act Stage 3
Calls your core banking API, payment processor, or CRM through your connected tools. Fetches live account data, transaction records, and status — with personal info masked before processing.
Reply Stage 4
Writes a compliant, on-brand response grounded in your approved knowledge — never generic AI output. Streamed into Zendesk for your team to send, or sent automatically when you've enabled it.
Ready to automate your FinTech support?
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