Banking & Finance

AI at the heart of your financial services

Streamline customer relationships with AI available 24/7, designed to answer, guide, and assist your users across all your banking services.

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Customer requests resolved
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Appointments scheduled
0/7
Multilingual availability
Challenges

The challenges of modern banking

Call overload, limited hours, a fragmented experience, and high operational workload. Godia.ai automates banking customer support.

01

Too many repetitive requests

Every day, your teams manually handle dozens of similar messages: tax procedures, processing times, supporting documents, declarations, payments. An administrative overload that slows service down.

02

Limited opening hours

Users look for help in the evening or on weekends, when services are closed. The result: frustration, processing delays, and heavy peaks when counters reopen.

03

Information is hard to find

Between website pages, forms, and official documents, users struggle to find the right information and end up submitting unnecessary requests.

04

High administrative workload

Your agents spend a significant amount of time answering simple questions instead of focusing on complex cases or personalized advisory work.

Solutions

How Godia.ai simplifies administrative management

From information requests to appointment booking, Godia.ai automates interactions with users to deliver a faster, clearer, and more accessible service.

Use Case 01

Instant answers for tax-related procedures

⚠️ Problem

Users reach out with simple questions: which documents to provide, deadlines, online steps… Agents spend a significant amount of time repeating the same information.

✨ Godia.ai Solution

The AI assistant instantly answers frequent questions and directs users to the right forms or official links. It reduces agent workload and improves responsiveness.

Accurate 24/7 answers for common procedures
Automatic routing to the right services
Reduced load on front desks and email support
Use Case 02

Simplified appointment booking and requests

⚠️ Problem

Users have to call or send multiple emails to get an appointment or submit a request, leading to delays and tracking errors.

✨ Godia.ai Solution

Godia.ai collects the required details (reason, identity, availability) and creates an appointment or contact request, then forwards it to an advisor for validation.

Automated collection of user information
Request sent directly to the relevant team
Advisor-led confirmation with no time wasted
Use Case 03

Step-by-step guidance through procedures

⚠️ Problem

Users get lost in complex processes: multiple forms, supporting documents, different platforms depending on the type of declaration.

✨ Godia.ai Solution

The AI assistant guides users step by step based on their profile (individual, business, self-employed) and the type of request, ensuring a smooth and personalized experience.

Clear, interactive guidance for every profile
Fewer mistakes in forms
Time saved for both users and teams
Use Case 04

Centralized administrative requests

⚠️ Problem

Information is spread across different teams and channels (website, email, front desk). Users often have to start from scratch.

✨ Godia.ai Solution

Godia centralizes interactions: each request is logged, qualified, and routed to the right internal team, ensuring structured follow-up.

Unified tracking of requests and cases
Fewer duplicates and lost information
Better coordination across teams
Use Case 05

24/7, multilingual continuous assistance

⚠️ Problem

Outside opening hours, no service is available. Users may wait several days for a simple answer.

✨ Godia.ai Solution

The AI assistant provides continuous support, able to inform users, capture requests, and prepare cases before human teams are back online.

Support available day and night
Automatic preparation of cases to process
Significantly improved user satisfaction
Use Case 06

Request analytics and service optimization

⚠️ Problem

The organization lacks visibility into recurring needs and the key friction points users face.

✨ Godia.ai Solution

Godia.ai analyzes conversations and provides statistical reports: top topics, contact peaks, and areas of confusion—helping improve internal processes.

Real-time request statistics
Automatic detection of sensitive or urgent topics
Helps prioritize and modernize operations
Live Demo

Watch Godia.ai in action

Account opening, loans, lost cards, appointments, savings... 55 languages supported. See how AI streamlines every step.

Banking AI Assistant
Online • Replies in <2s • 55 languages
AI
Write in any language...
Features

An all-in-one solution for your financial institution

Powerful features designed to automate your customer support and deliver a smooth, personalized, and secure banking experience.

Smart banking assistant

A virtual assistant that can inform, guide, and support your customers across all your banking services — 24/7.

Account opening request
Lost or blocked card
Product and offer inquiries
01

Automated appointment booking

Your AI collects the necessary information and routes the request to the right advisor for approval.

Scheduling an in-branch appointment
Requesting a callback from an advisor
Tracking pending requests
02

Instant multilingual support

Serve your customers in multiple languages effortlessly. The AI automatically adapts to the user's language.

FR / EN / DE / ES / PT / IT and 55+ more languages
Automatic response translation
A seamless experience for international customers
03

AI Analytics agent

Ask questions in natural language: customer intents, top topics, request volume — tailored insights and on-demand exports.

Direct questions on your data
Custom time-range analysis
On-demand exports (CSV, Excel, PDF)
04

Security & compliance

The AI meets the strictest banking standards: end-to-end encryption, GDPR compliance, and European hosting.

Sensitive data protection
Banking and GDPR compliance
Audit trails and conversation traceability
05

Speed & 24/7 availability

Your AI answers customer questions instantly, even outside opening hours, and routes them based on their needs.

24/7 support for all services
Replies in under 2 seconds
No missed customer touchpoints
06
Key metrics

Measurable results for banking services

These metrics illustrate the improvement potential observed when deploying AI assistants in the banking and financial sector.

Operational efficiency

+0%

Streamlined handling of common requests (account opening, loans, cards, etc.) through automation.

Requests handled automatically

+0%

The AI collects essential information before routing to an advisor, reducing manual back-and-forth.

Faster response time

-0%

Average time saved when handling customer requests, appointments, and product information.

Improved customer experience

0/5

Users appreciate the clarity and availability of the virtual assistant, accessible 24/7 and multilingual.

Process

Live in just a few weeks — fast

A rapid rollout with full support to simplify customer relationships and modernize your banking services without disruption.

1
Week 1

Banking discovery & scoping

Mapping your customer journeys and prioritizing banking use cases to automate: account opening, appointment booking, product information, and KYC-oriented routing before authentication.

Audit of journeys and touchpoints
Collection of FAQs and response scripts
Definition of fields to collect securely
GDPR scoping and data governance
2
Weeks 2 to 3

Tuning & scenarios

Configuring the assistant on your public content and building guided scenarios: intent form, account opening request, and information capture to connect customers with an advisor.

Tone, languages, and terminology aligned with your brand
Decision trees for recurring requests
Message templates and explicit consent flows
Internal testing and business fine-tuning
3
Weeks 3 to 4

Non-intrusive integrations

Deployment on your website and channels with lightweight connections (CRM, calendars, email). Requests are routed to advisors for validation before any action.

Web widget and optional QR/email channels
Routing to the right team based on intent
Calendar sync for appointment booking
Forwarding requests to advisors for approval
4
Week 5 and beyond

Launch & continuous improvement

Monitoring early feedback, running regular iterations, and progressively expanding use cases based on network needs and compliance requirements.

Dashboard and qualitative feedback
Optimization of scripts and routing
Updates to product content and disclosures
Ongoing support and enablement
FAQ

Frequently asked questions

Everything you need to know about Godia.ai for banking

Get started now

Ready to transform your banking customer experience ?

Improve onboarding, request qualification, and data capture while respecting your internal processes. Fully supported from scoping to deployment.

✓ Phased rollout
✓ GDPR-compliant
✓ Hosted in the European Union