AI AGENTS FOR FINANCE & INSURANCE
Accelerate inquiry processing by 70% and cut operational costs by 40%
Tiledesk’s AI Agents automate fraud detection, claims handling, and customer service—delivering 24/7 multilingual support and reducing manual errors by 60%, all without writing a single line of code
Solve finance and insurance challenges with AI-powered efficiency
Detect and
prevent fraud
Analyze transaction patterns in real-time to detect 90% of fraud early, saving millions in potential losses
Personalize financial advice
Offer tailored financial recommendations and policy options, increasing customer
retention by 15%
Loan application processing
Streamline the loan application process by automating data collection, verification, and approval, speeding up decision-making
Automate claims processing
Automate the entire claims process, from submission to approval, significantly reducing processing times by 70%
Provide 24/7 multilingual support
Deliver instant, round-the-clock customer service in multiple languages, achieving above 96% customer satisfaction
Regulatory
compliance
Ensure all transactions and claims meet regulatory requirements, minimizing the risk of non-compliance and potential fines
Experience proven AI Agent benefits
JOIN THE LEADING INNOVATORS IN FINANCE AND INSURANCE
AI Agent templates
easy to start, simple to customize
Sales consultant co-pilot template
This template provides real-time assistance, enabling your team to access information and offer personalized solutions instantly.
AI Agent for recognizing IOC
This template assists in identifying Indicators of Compromise (IOC) from reports, organizing the data, and enhancing real-time threat management.
Unlock new possibilities with AI Agents in finance and insurance
Co-pilot for employee guidance
Assist live representatives with real-time AI guidance and retrieval information, improving response speed and accuracy
Multichannel customer support
Provide seamless support across web, mobile, and messaging platforms, like WhatsApp
AI-driven insights and analytics
Use AI to analyze vast unstructured data in various formats, delivering insights for informed decision-making
Hear from our customers
success stories with Tiledesk
Azra Hadziabdic
Product Manager @ Qomodo
Tiledesk makes it very easy to create conversation flows using an internal knowledge base (which can be easily uploaded and updated) and connect with any other SaaS tool you may be using (CRM, mailing, etc.).
It is amazing that it can also be connected to databases, allowing real-time data queries while respecting all security rules you have in place
Davide Carnevale
Senior Manager @ Softlab
Low code approach, no IT issues, nice UX, and easy implementation on the website.
Customer support is perfect and always available. We are implementing Tiledesk in all our SaaS projects.
The ChatGPT integration is awesome and the AI works perfectly
Secure, compliant, and efficient
Why Tiledesk leads in finance and insurance
Build custom AI Agents for fraud detection, compliance, or customer support with a drag-and-drop interface—no technical skills required
Escalate complex cases to human agents seamlessly without third-party apps, blending AI efficiency with human expertise
Tiledesk gives enterprises full control over their data, ensuring top-tier security for sensitive financial information
Design your AI Agent once and deploy it everywhere—WhatsApp, web, mobile—ensuring consistent support across all channels