Self-service your customers use — and compliance already approved.
One consistent experience in chat, app, voice, SMS, and email. The Concierge resolves the request end-to-end, the rules decide the outcome, and your compliance team can replay every answer.
Trusted by 300+ client organizations
What digital and CX leaders ask first.
“Do we need to rebuild our app, or can this plug into what we already have?”
Both paths exist. Embed integrates directly into an existing app; Concierge App or Full Experience builds the surface for institutions that don’t have one worth extending yet.
“Will compliance hold this up for a quarter?”
The audit trail meant compliance signed off in a week, not a quarter — every answer replays back to the rule that produced it.
“Is this just another chatbot?”
No. A chatbot deflects to articles or a queue. The Concierge verifies identity, checks eligibility against your rules, and executes the action in your system of record.
An experience customers finish, not abandon.
Resolution, not deflection — in the channels your customers already use.
Same answer everywhere
Voice, chat, app, SMS, and email run through one core — the outcome never depends on the channel.
See Customer Experience →ResolutionDone, not deflected
Disputes, waivers, and status questions resolved end-to-end in a single conversation.
Browse the journeys →ProactiveNudges before the ticket
Proactive triggers act before the customer has to ask — a fee waiver, a maturing CD, an early hardship conversation.
See the Rulebook →HandoffWarm handoff, full context
When a person is needed, they get identity state, journey progress, and everything already verified.
For service teams →ApprovalCompliance on your side
Every answer is traceable, so launch reviews take weeks, not quarters.
Replay a decision →FitEmbed or full experience
Plug into your existing app, or launch a full self-service portal.
See the options →Partners
What “explainable by design” looks like in production.
$2B regional bank
62%of tier-1 volume automated. Moved routine fee-waiver and dispute questions off the call-center queue; compliance signed off on the audit trail in under two weeks.
Multi-site health system
24/7patient coverage. Scheduling and billing questions answered around the clock without a clinician losing oversight of what the AI is allowed to say.
Community bank
140+underbanked accounts surfaced in the first pass, each flagged with a sized opportunity for the relationship team — 2 weeks to first insight.
See it for yourself before the call.
See it on your own app or portal
A live walkthrough, not a slide deck — a real request resolved end-to-end, with the full audit trail replayed on screen.