Financial services
Answer routine questions. Review sensitive ones.
Answer balance and status questions from approved information. Keep anything that reads as advice in the same thread for a qualified professional.
From status question to qualified advice
Share verified process facts and route judgement calls to an authorized professional.
Fraud checks
The question every customer should ask.
A customer checks a suspicious message and gets a straight answer plus what to do next.
What the customer sees
ImageMessagesReply buttons
What the team gets
Scam identified and reported
Card watch applied, nothing disclosed
Confirm quickly whether a message was genuine
Never ask for a code or a password to verify
Report it and protect the account
Where routine service becomes a control risk.
Answer routine questions and hold sensitive replies.
- One bad message is a regulatory problem
- In most industries a poor reply is a poor reply. Here it can be an unauthorized communication, and the tooling usually offers no way to prove what was sent or who approved it.
- Status questions swamp the servicing team
- Where is my application, when is my payment due, and what document do you still need are high volume and low complexity, and they crowd out the cases that need judgment.
- Personal data spread across staff phones
- Customer details visible to everyone who has access, with no record of who read what, is a control failure waiting to be written up.
- 01
Keep sensitive replies in review
Campaigns, scheduled sends, and higher-impact actions follow the review rules you set. When review is required, the reviewer sees the exact message before it goes out.
- 02
A clear history of every send
Every send records the message, recipient, reviewer, and delivery status. Your team can inspect that history when a customer message needs to be traced.
- 03
Customer records stay with the right team
Only invited teammates can open this business's customer records. Branch access can separate locations, and assignments show who owns each conversation. The contact list remains shared with the invited team.
Common questions
Will the AI give financial advice?
No. Otobiz answers process and status questions from your own documents and holds anything that reads as advice for a qualified professional to review.
Do you hold a security certification?
No. Otobiz does not currently hold a security certification. Review the security page and validate the complete setup against your organization's requirements.
Can we prove what was sent and who approved it?
The send history keeps the exact message, recipient, reviewer, and delivery status.
How is consent recorded?
It records the wording shown, the source, and the time. Consent is scoped by purpose, so a transactional basis does not authorize marketing.
Where is our data stored?
In one cloud region. You cannot choose which.
Ready to put this to work?
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