Social Intents
Social Intents
Financial Services

Secure Live Chat for Banks & Financial Services

Help customers with accounts, loans, and financial questions, securely and compliantly. Your team responds from Microsoft Teams, Slack, or Google Chat.

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Trusted by 300+ banks, credit unions, and fintech companies

Financial advisor using live chat
Secure Chat

"I need help with my mortgage application"

300+
Financial Institutions
256-bit
SSL Encryption
45%
Faster Resolution
24/7
AI Support Available

Built for Financial Services Teams

From retail banking to wealth management, Social Intents helps your team serve customers securely.

Retail Banking

Help customers with account inquiries, card issues, and everyday banking questions instantly.

  • Account balance inquiries
  • Card activation & lost cards
  • Branch & ATM locations

Lending & Mortgages

Guide applicants through loan processes and answer mortgage questions without long hold times.

  • Loan application status
  • Rate quotes & pre-approval
  • Document submission help

Wealth Management

Provide white-glove service for high-net-worth clients with secure, personalized chat support.

  • Portfolio inquiries
  • Advisor scheduling
  • Secure document sharing
Teams Microsoft Teams Integration

Your Team Already Uses Teams or Slack. Now Use It for Client Chat.

Financial services teams already have Microsoft 365 or Slack. Social Intents lets your advisors and support staff chat with customers directly. No new software to deploy, no compliance headaches.

Sign in with your corporate Microsoft account

SSO with existing credentials. No separate login required.

Route chats to department Teams channels

Retail banking, loans, wealth management: each gets their own channel.

Unlimited agents included

Add your entire support and advisory team. No per-seat fees.

Chat routed to Microsoft Teams

AI Chatbots Handle Routine Questions 24/7

Train an AI chatbot on your product FAQs, rate sheets, and policies. Customers get instant answers, even after hours and on weekends.

ChatGPT

ChatGPT

GPT-4 powered responses trained on your financial products and services.

Claude

Claude

Anthropic's Claude for thoughtful, compliant customer conversations.

Gemini

Gemini

Google's Gemini for multimodal understanding.

Features for Financial Services

Custom Branding

Match your brand colors and logo on the chat widget.

Department Routing

Send chats to the right team automatically based on topic or page.

Proactive Invites

Trigger chat invites on key pages like loan applications or account opening.

Chat Transcripts

Email transcripts to students and staff for documentation.

Office Hours Mode

Show AI chatbot after hours, live chat during business hours.

Analytics Dashboard

Track chat volume, response times, and student satisfaction.

Frequently Asked Questions

Yes. All chat data is encrypted with 256-bit SSL. We offer SOC 2 compliance, and chats can be configured to avoid collecting sensitive PII. Your data never leaves your Microsoft Teams or Slack workspace.
Yes! Create multiple chat widgets and map each to a different Teams channel. Retail banking, mortgages, wealth management: each team can have their own dedicated chat.
No per-agent fees. Add as many advisors, support reps, and branch staff as you need. Everyone can participate in customer chats.
Yes. You can train the AI on your website content, rate sheets, product FAQs, and policies. It learns your institution’s specific offerings to provide accurate answers.

Ready to Transform Customer Communication?

Join 300+ financial institutions using Social Intents to connect with customers securely.

Start Free Trial Schedule Demo

14-day free trial · No credit card required