Fraud Alert Handling
Confirms suspicious activity with the customer and escalates instantly.
Fintech
Resolve routine account and support queries without waiting on hold.
A secure, always-available voice agent that handles account questions, verification steps, and support requests with bank-grade care.
24/7
Availability
2FA
Verification
Bank-Grade
Security Posture
Instant
Escalation
Why This Matters
In financial services, trust is built or lost in seconds. Long hold times and inconsistent answers push customers toward competitors. ClanAssist handles routine account and support requests immediately, while flagging anything sensitive for a verified human specialist.
Verifies caller identity before discussing any account details.
Answers balance, transaction, and product questions instantly.
Escalates fraud alerts and disputes to a human specialist immediately.
Up To 100%
Hold Time Eliminated
Workflow Modules
What Clanassist Handles For Fintech
Balance & Transaction Inquiries
Answers routine account questions without a queue.
Card & Loan Support
Handles activation, limits, and application status questions.
Payment Reminders
Places proactive reminder calls ahead of due dates.
Priority Routing
Recognizes high-value or urgent callers and routes them first.
Identity Verification
Confirms identity before any account-level action is taken.
Example Workflow: Suspicious Transaction Alert
A customer calls about an unfamiliar charge. ClanAssist verifies identity, confirms the transaction details, and immediately hands off to a fraud specialist with full context already captured.
<30 Sec
Verification Time
Warm Transfer
Handoff
None
Context Loss
Answer Every Account Question Instantly
See how ClanAssist can support your fintech or banking customers around the clock.