AI agent for BFSI businesses

AI finance assistants with enterprise-grade security

BFSI AI assistant interface with finance and support workflows

Banking and finance made intelligent

Fynd Kaily enables banking and insurance teams to better every customer journey by explaining terms, automating sign ups and resolving queries whenever needed

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Automate bank account opening, fund transfers, and balance checks

Assist customers in locating nearby branches and ATMs instantly

Guide users through insurance claims, explains policies and improves processes

Filter loan applications by eligibility and flags credit default signals

Key features

AI intelligence that meets the highest compliance standards

Smart banking & insurance assistant

Provides on-the-go net banking assistance
Automates policy updates, renewals, and payment reminders
Simplifies policy and coverage details into friendly, human language
Smart banking and insurance assistant interface

Wealth management assistant

Gives advisors regular portfolio updates and personalized insights into every client
Brainstorms investment options and strategies based on client preferences
Collects context and schedules calls for wealth advisors
Wealth management assistant interface

Support assistant

Provides 24x7 customer support over voice, video and chat
Collects context and hands over important conversations to the right department
Simplifies policy and coverage details into friendly, human language
Support assistant interface for banking and insurance

Fully secure and compliant

Comes with custom on-prem deployment to keep your data extra secure
Maintains detailed audit trails for every customer action
Is ISO certified and GDPR & SOC2 compliant
Fully secure and compliant BFSI AI interface

Make banking a breeze with Fynd Kaily

60%

Fewer ticket escalations

10hrs+

Saved per advisor per week

20%

Increase in CSAT scores

Frequently Asked Questions

You can reach out to us for queries via support@kaily.ai
or to share feedback, contact us

AI automates repetitive BFSI processes such as KYC verification, claims management, and onboarding. Fynd Kaily ensures faster responses, fewer escalations, and full compliance, helping financial institutions improve efficiency and trust.

Yes. Fynd Kaily is enterprise-grade and compliant with GDPR, ISO, and SOC2 standards. Every interaction is encrypted and logged, ensuring full traceability and data protection for banks, insurers, and fintech firms.

Definitely. Fynd Kaily supports custom on-prem or private-cloud deployments, giving BFSI clients complete control over sensitive data and integrations within their own infrastructure.

AI assistants like Fynd Kaily handle common account, policy, and claim queries instantly, reducing agent workload and improving resolution speed. Fynd Kaily personalizes responses, routes complex cases securely, and delivers 24x7 support with human-like accuracy.

Yes. Fynd Kaily empowers advisors with real-time portfolio insights, client summaries, and automated follow-ups. It helps them stay proactive by identifying opportunities, scheduling reviews, and keeping every client interaction timely and well-informed. Advisors save up to 10+ hours a week and strengthen relationships through smarter, data-backed engagement.

Yes. Fynd Kaily connects seamlessly with your existing ecosystem, from CRMs and policy systems to core banking and loan management platforms, ensuring smooth, end-to-end automation.

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Fynd Kaily can do great things for your business. See how