Accurate, compliant-minded support customers can trust
Answer product, policy and account questions from approved content only — with citations, guardrails and human handoff for anything sensitive.
In finance, a wrong answer is worse than no answer. NovaBOT answers strictly from your approved content, cites every fact, and escalates account-specific or sensitive matters to a human.
With encrypted secrets, tenant isolation and audit logs, it’s built to survive a security review.
What financial services teams struggle with
Accuracy is non-negotiable
Vague or invented answers create real risk.
Security scrutiny
Every tool must clear a security and compliance bar.
High support volume
Repetitive product and policy questions overwhelm teams.
How NovaBOT helps
Cited answers
Product, fee and policy answers, each linked to the source.
Guardrails
Restricted topics and mandatory citations keep it safe.
Human handoff
Account-specific questions route to your team.
Audit logs
A record of what was answered and why.
Frequently asked questions
How do you keep answers accurate for financial products?
Answers are constrained to your approved content, citations can be made mandatory, and anything account-specific or sensitive is escalated to a human.
Is it secure enough for financial services?
NovaBOT uses encrypted secrets, strict tenant isolation and audit logging, and escalates sensitive matters rather than guessing.
Features & agents for this industry
NovaBOT resolves the routine and escalates the rest — handing your team the full context so customers never repeat themselves.
Resolution rate, sentiment, CSAT, top topics and knowledge gaps — the insight to make your agent smarter every week.
Train a custom AI agent on your content in minutes and embed it anywhere. It answers in your brand voice, cites its sources, and hands off to a human when it should.
Trained on your help center, it answers with cited accuracy 24/7 and hands off to your team for the cases that need a human.
It answers your FAQs accurately from your own content, with citations — and stays right even as your answers change.
Put an AI agent to work in financial services
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