Account-aware before the first message lands.
Balance and transaction lookups, dispute intake, statement questions, fraud alerts, KYC re-verification. The agent knows who it's talking to and what their account looks like — and stops at the line where regulation or judgment requires a person.
- SOC 2-aligned
- HIPAA-aligned
- AES-256 encrypted
- Audit-logged
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How can I help?
Key takeaways
- The agent resolves balance lookups, transaction history, statement questions, and dispute intake on the first turn.
- Payment actions, identity changes, and anything regulated route to a human by rule — the agent cannot authorize them on its own.
- Authority is scoped and explicit: refund up to a limit, change within policy, nothing beyond it.
- Every consequential action is logged and reproducible, with operator and tenant attribution.
- Teleperson's posture is SOC 2-aligned with AES-256 encryption at rest and row-level security on every table.
What it handles
The calls that fill your queue.
Balance and transaction lookups
The most common call in the queue, finished in one turn. The agent has the account context before the customer finishes typing — no account-number recital, no hold music.
Dispute intake that's actually complete
The agent walks the customer through the disputed transaction and collects what your team needs to open the case. A human makes the decision; the agent makes sure the file isn't missing anything.
Statement and fee questions
"What is this charge?" answered from the customer's real statement and your actual fee schedule — not a general model's approximation of how banks usually work.
KYC re-verification
The agent explains what's needed and why, collects documents, and hands the verification decision to a person. Explaining the requirement is the slow part; that's the part it removes.
Why Teleperson
Bounded authority is the whole point
In regulated financial services the risk isn't that an agent answers slowly — it's that it does something it shouldn't. Teleperson's agent operates inside scoped, explicit permission. Regulated, identity-sensitive, and payment actions route to a human by design rather than model discretion, and every consequential step is written to an audit trail that exists whether or not anyone asks to see it.
Banking & fintech FAQ
Banking & fintech questions, answered
Other industries
Healthcare
Refills, scheduling, and benefits questions answered around the clock — with every regulated step routed to a person.
Insurance
Claims intake, coverage explanations, and quote collection — in seven native languages, by voice or chat.
Retail & e-commerce
Order status, returns, and sizing questions resolved on the first turn — plus a consumer surface no competitor has.
SaaS & B2B tech
Account-aware troubleshooting and onboarding that reads entitlements, plan limits, and recent activity.
Travel & hospitality
Disruption handling and rebooking by voice, in seven languages — for passengers who can't stop to type.
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