Financial Services Solutions
Secure, Compliant AI for Modern Finance
Deliver exceptional financial support with enterprise-grade security. Kori automates routine banking queries, complaint resolution, and account management while adhering to strict privacy standards your compliance team demands.
Security Standard
Bank-Grade Encryption
Uptime
99.99%
Query Automation
Up to 50%
Enterprise-Grade Security & Privacy
Trust is the foundation of every financial relationship. Kori is built with a security-first architecture designed to meet the stringent requirements of regulated financial institutions. All conversational data is encrypted in transit and at rest using AES-256, and Kori's infrastructure is hosted in SOC 2 Type II certified environments with full audit logging for every interaction.
Sensitive data fields — such as account numbers, card digits, and social security numbers — are subject to configurable zero-retention policies, ensuring that personally identifiable information is never stored beyond the immediate session. Your compliance and legal teams can inspect the full audit trail at any time.
- End-to-end AES-256 encryption for all conversational data.
- Full audit logging for every agent interaction — exportable for compliance reviews.
- Configurable zero-retention policies for PII and sensitive financial data.
- Role-based access controls for your team's administration dashboard.
24/7 Automated Account Management
Your customers expect instant answers at 2 AM on a Sunday — not a message saying 'our team will respond in 24–48 hours.' Kori enables clients to securely check account balances, review recent transactions, understand pending charges, and report lost or compromised cards at any hour, with zero hold times.
Every account action is authenticated through your existing identity verification layer. Kori never bypasses your security controls — it acts as the conversational interface on top of the secure APIs your team has already built, meaning there is no new attack surface to manage.
- Real-time balance and transaction history retrieval via secure API.
- Instant card freeze and replacement request initiation.
- Guided step-by-step support for wire transfers, direct deposit setup, and beneficiary updates.
Streamlined Complaint Resolution
Financial complaints carry regulatory weight — mishandled grievances can result in fines, chargebacks, and reputational damage. Kori categorizes inbound complaints by type and severity the moment they arrive, instantly resolving standard disputes (such as merchant charge reversals within policy) and routing complex cases to the appropriate specialist team.
When a case is escalated, the receiving agent inherits the complete interaction history, so they never have to ask the customer to repeat themselves. This dramatically reduces resolution time and measurably improves customer satisfaction scores (CSAT) in post-interaction surveys.
Regulatory Compliance & Guardrails
Operating in financial services means Kori must stay within carefully defined boundaries. Every Kori deployment for finance includes a compliance guardrails layer — a configurable ruleset that prevents the AI from giving regulated financial advice, making unauthorized commitments, or handling topics outside its designated scope.
- Hard stops for regulated advice (investment recommendations, loan approvals).
- Customizable escalation triggers aligned with your internal SLAs.
- Conversation content filtering for sensitive regulatory topics.
- Compliant with GDPR, CCPA, and configurable for regional banking regulations.
Frequently Asked Questions
- How does Kori protect sensitive banking data in conversations?
- Kori uses AES-256 encryption for all data in transit and at rest. Sensitive fields like account numbers and card details are never stored after the session ends under configurable zero-retention policies. The platform is hosted in SOC 2 Type II certified infrastructure, and a complete audit log of every conversation is available for compliance review.
- What compliance standards does Kori support for financial services?
- Kori supports GDPR and CCPA compliance out of the box, and its architecture is designed to align with PCI-DSS requirements for handling payment data. For banking-specific regulations, the compliance guardrails layer can be configured to match your jurisdiction's requirements. Enterprise customers can request a Data Processing Agreement (DPA) and receive compliance documentation for their auditors.
- Can Kori handle regulated financial questions such as investment advice?
- Kori includes a compliance guardrails system that prevents the AI from providing regulated financial advice, making unauthorized product commitments, or discussing topics outside its defined scope. When a customer asks a question that falls into a regulated territory, Kori will acknowledge the question, explain it cannot assist with that specific request via chat, and route the customer to the appropriate licensed professional.
- How does Kori integrate with core banking systems and CRMs?
- Kori connects to core banking systems, CRMs, and customer data platforms via REST API. It reads live account data from your authoritative systems in real time and writes back only the actions explicitly permitted in your API configuration — such as triggering a card freeze or creating a support ticket. No data is replicated or stored in Kori's systems beyond session scope.
- Can Kori be white-labeled for our bank's brand?
- Yes. Kori's chat widget is fully white-label customizable — including colors, fonts, avatar, greeting messages, and conversational tone. Enterprise customers can deploy Kori under their own brand domain with no Kori branding visible to end users, preserving the trust relationship between the institution and its customers.
Next step
Modernize your financial support experience.
Deploy secure, compliant AI agents that your compliance team will approve and your customers will love.