Solutions · Financial services
Servicing customers without saying the wrong thing.
Account questions, KYC checks, fraud triage, FAQ — answered in your policy, your tone, with full audit trail.
Use cases
What Knowiz does for financial services teams
01 · Servicing
Balance, transactions, statements
Read-only data fetches with strong identity checks. Customers self-serve; agents only see escalations.
02 · KYC
Document collection without the queue
Walk customers through ID upload, address verification, and beneficial-ownership forms.
03 · Fraud triage
First responder, never the last
Suspect activity? Agent gathers facts, freezes if policy allows, and routes to fraud ops with the full timeline.
04 · Disclosures
Required language, every time
Knowiz enforces required disclosures, jurisdiction-appropriate language, and refusal of out-of-scope advice.
Sample dialogue
What it sounds like
Why was my card declined at the grocery store?
I see one decline at 2:14pm flagged for unusual location. Were you traveling?
Yeah I just landed in Lisbon.
I’ve cleared the travel hold for Portugal through Friday. Try the card again — and please reply if you see another decline.
Outcomes
What teams see in 30 days
78%
Self-service rate on top-10 servicing intents
6m
Average time saved per fraud-triage handoff
100%
Conversations stored with full audit trail
FAQ
Common questions
SOC 2 Type II, ISO 27001, PCI-DSS scope reduction. Configurable retention by jurisdiction.
Built for financial services, ready in an afternoon.
No code, no integration sprint. Bring your data, ship a working agent.