Codiant’s Conversational AI transforms traditional financial experiences into dynamic, intuitive interactions. From onboarding new customers to managing claims, transactions or feedback, our AI assistants handle conversations with contextual understanding & compliance-ready precision. Whether deployed on web, mobile or messaging platforms, these solutions reduce costs, improve service speed & elevate satisfaction - without sacrificing security. It's not just automation - it’s intelligent engagement that feels personal, timely & trustworthy.
Conversations That Build Confidence in Every Transaction
From loan guidance to policy support, our AI assistants help banks, insurers and fintech brands deliver clarity, resolve faster & reduce drop-offs - across every financial journey, channel & customer type.
Loan & Credit Support
Guide users through eligibility, EMI & approvals instantly.
AI-Powered Claims Assistance
Simplify claim submissions & status tracking via chat.
Fraud Alerts in Real Time
Notify suspicious activity with smart behavioral detection.
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Reduce Claim Processing Time -
Increase Customer Retention
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Enhance Transaction Transparency
Reduce Claim Processing TimeModernize Financial Services with
Conversational AI
Transform how you engage & bond with consumers of financial services with rapid, intelligent & conversational digital interactions.
24/7 Intelligent Customer Assistance
Get unlimited assistance for banking, finance & insurance with AI chatbots that answer queries, assist transactions & eliminate wait times, on chat, app or voice, whenever users need quick assistance.
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Real-time responses across channels -
No wait-time for basic queries
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Works outside business hours
Real-time responses across channels
No wait-time for basic queries
Works outside business hours
Seamless Digital Onboarding Journeys
Simplify the onboarding experience with conversational flows that collect user details, verify documents & explain services - making the first interaction fast, frictionless & fully compliant.
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Capture KYC and ID data
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Guide users step-by-step
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Reduce manual form entries
Capture KYC and ID data
Guide users step-by-step
Reduce manual form entriesAutomated Workflows and Efficiency Gains
Automate tasks like password resets, balance inquires, EMI update & claims status — freeing human agents to do what they do best that is, give high-value customer service and sharp financial problem solving.
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Speed up back-office tasks
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Reduce staff workload instantly
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Lower operational handling time
Speed up back-office tasks
Reduce staff workload instantly
Lower operational handling time
Hyper-Personalized User Experiences
Deliver customized suggestions, reminders & alerts based on transaction history, preferences & financial behaviour - making every conversation feel tailored, relevant & human.
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Track spending and saving habits -
Suggest plans based on history
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Recommend offers and discounts
Track spending and saving habits
Suggest plans based on history
Recommend offers and discountsFeedback Collection and Compliance Support
Collect user feedback and NPS surveys while staying aligned with regulatory standards. AI bots make it easy to log opinions, capture complaints & maintain audit trails of every interaction.
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Simplify survey and feedback flows
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Capture intent and satisfaction data
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Compliant with industry protocols
Simplify survey and feedback flows
Capture intent and satisfaction data
Compliant with industry protocols
Financial Literacy and Awareness
Engage customers through conversational campaigns that explain policies, offers, interest rates or fraud tips - ensuring your users stay informed, confident & financially empowered.
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Educate on plans and rates
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Alert on scams and fraud
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Promote smart financial behavior
Educate on plans and rates
Alert on scams and fraud
Promote smart financial behaviorPowering Conversations Across Every Industry
Every industry operates differently, but all benefit from faster answers, better engagement, and intelligent interactions—powered by conversational intelligence.
Sales & Marketing
Conversations shape conversions - reaching the right prospect with the right message, at the right time drives growth.
Legal
In a field ruled by precision, reliable communication ensures every client feels heard and every step is documented.
Government
Public service demands transparency - clear, accessible and multilingual communication strengthens trust and ensures citizen services run efficiently.
Enterprise
Large-scale operations require agility - intelligent conversations help departments collaborate, respond faster and stay aligned across workflows.
Seamless Integration with Tools
You Already Use
From HRM and ERP platforms to communication apps and cloud services, our solution connects with hundreds of third-party systems to keep your workflows unified, fast, and stress-free.
What Sets Us Apart
We don't just promise performance—we deliver it. From tech uptime to human support, everything we do is built to help you run smoother, smarter, and stress-free.
24/7 Real Human Support
Talk to us anytime. We’re here whenever you need us.
92%+ Customer Loyalty Rate
People come for the product, and stay for the experience.
100% Cloud & Energy Efficient
Modern infrastructure with a green conscience.
Rapid 6-8 Week Deployment
Go from kickoff to launch without the long wait.
99.9% Platform Uptime
Your operations stay online, always stable, secure, and uninterrupted.
Global Scalability Ready
Designed to grow with your business—wherever you go.
