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For Financial Services

Compliant AI agents for banks, credit unions, and fintechs.

Dolores answers account questions, walks customers through applications, and handles dispute intake โ€” with the audit trail and guardrails financial services demand.

Use cases

How financial services teams use Dolores

Account & Balance Questions

Authenticate customers and answer balance, transaction, and statement questions without queuing for a teller or rep.

Loan & Application Assistance

Walk applicants through eligibility, required documents, and the application flow โ€” capture leads and reduce drop-off.

Dispute & Fraud Intake

Collect dispute details, file the initial ticket, and escalate fraud cases to a human investigator within seconds.

Onboarding & KYC Guidance

Guide new customers through KYC, document upload, and account funding โ€” all in plain language.

Omnichannel

One brain. Every channel your customers use.

Phone, web chat, email, WhatsApp, and SMS โ€” Dolores answers everywhere with the same voice and the same knowledge. Update training once and every channel updates instantly.

Voice & Phone

Inbound + outbound

A natural-sounding AI voice agent answers inbound calls 24/7, handles tier-1 troubleshooting, and warm-transfers to a human with full context when escalation is needed.

Web Chat Widget

1-line embed

Drop a single line of JavaScript on your site. Customers chat with Dolores instantly โ€” no login, no friction. Branded to match your colors and tone.

Email & Helpdesk

Zendesk ยท Intercom ยท Front

Connect Gmail, Outlook, or your helpdesk inbox. Dolores reads incoming tickets, drafts replies in your team's voice, and either auto-sends or queues them for review.

WhatsApp & SMS

WhatsApp Business API

Reach customers where they already are. Dolores handles WhatsApp Business and SMS conversations end-to-end, with the same knowledge powering every other channel.

Why Dolores

Trained on your conversations, not generic scripts.

Every financial services team has its own tone, edge cases, and rules. Dolores reads your past chats and call transcripts and learns how your best people respond โ€” so customers get answers that sound like your brand, not a chatbot.

Ready to deploy AI in your financial services team?

Upload a sample of your transcripts and see Dolores answer in your voice within minutes.

Start building your AI agent โ†’
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