The best-performing AI Agent for Financial Services support
Fin is the best-performing AI Agent for financial services. It resolves complex queries like card issues and disputes with unmatched accuracy. With a complete, configurable AI Agent System that gives you full control, you can stay compliant and scale your support confidently.
Unmatched accuracy for complex financial queries
01Fin is powered by the Fin AI Engineâ„¢ to optimize answer quality, and leverages Procedures to ensure precise execution of multi-step processes to resolve the most complex queries like transaction disputes and fraud claims.
Fin's patented AI architecture is built to handle the scale and complexity of Financial Services. From precise intent detection, to content retrieval, and multi-stage validation, every step is optimized to minimize hallucinations and deliver the highest-quality answers.
Procedures enable Fin to follow multi-step processes using natural language instructions and real-time data, ensuring precise execution of your business rules for the most reliable, accurate answers.
I've never seen Fin hallucinate—not once. That's a huge deal. We constantly test it, throw new questions at it, analyze variations and it holds up. That level of accuracy in an AI Agent is rare.
The most configurable system for full policy compliance
02Fin is the only complete, fully configurable AI Agent System in Financial Services, giving you full control to continuously improve performance and ensure policy compliance through a no-code experience anyone can manage.
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Fin resolution rate
Trusted to meet the highest security standards
03Fin is certified across the highest global compliance and security standards and built to defend against hallucinations and injection attacks. Every input, decision, and response is logged in real time, keeping you compliant, secure, and audit-ready.
Fin is built on a secure, battle-tested architecture with 99.97% uptime and real-time elastic scaling for high-volume events. With SOC2 compliance and ISO 27001 and ISO 42001 certifications for responsible AI, it also defends against hallucinations and injection attacks with layered testing and safeguards.
Every conversation and action is logged in real time, including inputs, AI decisions, handoffs, and triggers, ensuring seamless internal audits and external reviews.
Fin meets the highest industry and regulatory standards, with ISO 27701 and ISO 27018 certifications, and GDPR compliance to support audit readiness and vendor risk assessment.
Fin works with any helpdesk
04 Set up Fin with your existing helpdesk or Intercom—with support for additional platforms and custom channels.
- Set up in under an hour.
- Integrates into your current support channels—tickets, email, live chat, and more.
- Follows your existing assignment rules, automations, and reporting.
- Escalates to agents in your preferred inbox.
We had quick success with Fin. We reached about a 50% resolution rate early on, and over time scaled that to over 70% - all while maintaining very high customer satisfaction.
Yair Gal
Support Lead at Consensys
When we were evaluating AI solutions, Fin really stood out - not just because it was the first AI Agent for customer service, but because it was so easy to get started. I literally just pasted in our FAQs and was able to instantly test Fin's ability to handle real user questions.
Shashwat Agrawal
Strategy & Operations Lead at Aspire
We started using Fin over email as soon as it was available and we love it! In the last 12 weeks, we've had an almost 70% resolution rate which is epic.
Ruby Picton
Investor care lead at Sharesies
Fin has allowed us to scale and support more customers without needing to hire as many people. It frees up our team by handling repetitive queries, so our agents can focus on more complex issues, it's always on, and it's instant.
Jamie Maxwell
Operational Excellence Lead at Marshmallow
FAQs
How does Fin handle complex financial queries like card disputes and fraud claims?
Fin handles complex, multi-step queries like card disputes, fraud claims, account changes, and KYC checks using Procedures. Procedures combine natural-language instructions with deterministic controls, so Fin can enforce your business rules, validate eligibility, and take secure actions across your systems from start to finish. The Fin AI Engine validates each step to deliver accurate, reliable answers without hallucinations, even for the most nuanced regulated workflows.
What resolution rate do financial services teams achieve with Fin?
Resolution rates depend on knowledge coverage, configuration, and the mix of query types, but financial services teams consistently achieve strong results. Fundrise resolves 50% of total support volume with over 95% response accuracy. Consensys scaled from 50% to over 70% resolution while maintaining high customer satisfaction, and Sharesies reached nearly 70% resolution within 12 weeks of launching Fin over email. Customers like Rocket Money (68%) and Topstep (65%) have reached similar levels. Across all Fin customers, the average resolution rate is 67% and improves roughly 1% per month as teams optimize, with many reaching 85% or higher.
How is Fin suitable for regulated industries?
Fin is built for the highest standards of security, compliance, and audit-readiness. Fin and Intercom maintain international accreditations that financial services teams rely on, including:
- SOC 2 Type II: covers controls for security, availability, and confidentiality.
- ISO certifications: ISO 27001, ISO 27701, ISO 27018, and ISO 42001 (responsible AI).
- GDPR and CCPA compliance.
- Additional industry-specific frameworks including HIPAA attestation for organizations handling healthcare data and the HDS Referential for French health data hosting.
All compliance documentation, including penetration test summaries, vendor assessments, and white papers detailing security measures for Fin AI features, is available at Intercom's Trust Center.
Fin also has strict safety controls built into the AI Engine at every stage to prevent hallucinations and ensure reliability.
What are common financial services use cases for Fin?
Financial services teams use Fin across a wide range of customer queries, including:
- Account verification and KYC/KYB processes
- Card issues, chargebacks, and fraud claims
- Transaction queries and payment advice
- Loan approval status and interest rate inquiries
- Identity verifications and regulatory disclosures
- Complaint handling and escalation routing
- Subscription and benefit management
These workflows benefit from Procedures, which let Fin execute multi-step processes (including ID checks, eligibility validation, and policy enforcement) without escalation to specialized teams.
How does Fin integrate with my existing helpdesk or core systems?
Fin works natively with Intercom and integrates with any helpdesk, including Salesforce, Zendesk, Freshdesk, and HubSpot. Through Procedures, Fin connects to your internal systems using data connectors or MCPs, letting it pull account data, verify eligibility, update records, and surface the right policy at the right moment. You control exactly what data Fin can access and how it uses it.
Can I configure Fin without engineering resources?
Yes. Fin is built so support and operations teams can configure it directly, without engineering. Through a no-code experience, you can train Fin on your knowledge, write Procedures in natural language, test against edge cases including vulnerable customers and compliance scenarios, and deploy across channels. The full Analyze, Train, Test, and Deploy loop is managed in the product UI by the people who own the policies.
How does Fin protect customer data and privacy?
Data privacy is protected through several key measures:
No LLM training on your data: Customer data is not used for model training by third-party LLM providers. Any data submitted to Fin becomes an Input used to generate an Output, but it is not used to train external models.
Encryption: All data sent to or from Intercom is encrypted in transit using 256-bit encryption. API and application endpoints are TLS/SSL only with an "A+" rating on Qualys SSL Labs' tests. Data is also encrypted at rest using industry-standard AES-256 encryption.
GDPR compliance: Intercom requires all third-party vendors to enter into data processing agreements that ensure customer data remains protected in accordance with GDPR.
Intercom's own AI models: Intercom does fine-tune its own customer support-specific AI models using anonymized customer data to improve Fin's performance. Customers can opt out of having their anonymized data used for this purpose at any time.
Full details are available in Intercom's Trust Center, and there is a dedicated Data Protection Officer available for any questions.
Can Fin detect and escalate vulnerable customers?
Yes, Fin can identify vulnerable customers through AI-powered categorization and escalate them to human agents according to your configured policies. You define escalation protocols for scenarios like financial hardship, complaints, or sensitive account issues using Fin's Guidance and Procedures features. Every escalation decision is logged in real time for audit and compliance review.
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