Fintech

A fintech chatbot that qualifies leads and answers queries safely.

Canvas Layer configures the chatbot around your financial products, compliance rules, and lead qualification logic to engage users without risking non-compliant advice.

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Built around the buying flow

Built for fintech platforms, lenders, and wealth managers who need secure, accurate, and high converting conversational flows.

Interest rates, fees, and account requirements

Loan eligibility and application status

Investment options and portfolio inquiries

Your team receives

Financial goals, product interest, and qualification criteria before an advisor reaches out.

Product answers

Sizing, shipping, and policy answers in real-time.

Cart recovery

Moves hesitant shoppers from doubt to checkout.

Support filtering

Order issues reach your team with context.

Best fit

Built for fintech platforms, lenders, and wealth managers who need secure, accurate, and high converting conversational flows.

Best for financial services needing secure qualification and routing for loans, investments, or banking products.

Operational handoff

Advisors receive the user intent, financial goals, and requested product before they reach out.

Launch Now

Stop losing high-intent customers to slow responses.

Deploy a fully custom-trained AI agent for your brand in days. No complex setup on your end.

Get Started Risk-Free

Live interaction

What the AI qualification feels like for fintech.

Simulation

Live chat simulation

Tap through the flow to see what the chatbot captures before human handoff.

Today

Hi, I can help with loans, investments, and account support.

10:24

Which flow should the bot route first?

Before rollout

Advisors waste time qualifying leads who do not meet minimum requirements

Users drop off during complex application processes due to confusion

Support teams are bogged down with simple account queries

After rollout

The chatbot accurately answers standard product and fee questions

Leads are pre-qualified based on income, goals, or credit requirements

High-net-worth or complex queries are routed immediately to human advisors

How The Bot Thinks

A qualification workflow built around real fintech enquiries.

The goal is not endless chat. The goal is to answer the first questions, qualify the lead, and hand better context to your team.

Financial Assistant AI

Answers standard product, rate, and policy questions safely.

Outcome

Users get immediate clarity on standard financial products.

Intent Qualifier

Collects investment goals or loan requirements to assess lead quality.

Outcome

Advisors only spend time on qualified prospects.

Application Guide

Helps users navigate the application or onboarding process.

Outcome

Reduced drop-off rates during complex financial sign-ups.

Advisor Handoff

Routes high-net-worth or complex queries to human financial advisors.

Outcome

Premium clients get the white-glove service they expect.

Bot Knowledge

Trained on the questions you hear every day.

What are the interest rates for a personal loan?

How do I open an investment account?

What are the minimum balance requirements and fees?

Test the live chat, then scope your rollout.

See the AI handle qualification in real-time, or skip straight to discussing your implementation.

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