Disrupt Financial Services, Not Your Customer Experience

You may be disrupting an age-old industry, but it shouldn’t take customers ages to get your attention. Ada’s brand interaction platform helps you keep pace with growing demand, without breaking the bank.

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A personal financial assistant, available anytime and anywhere

From a simple account balance FAQ to more complex actions like applying for a loan, give customers immediate and secure assistance, 24/7. 

Ada instantly automates over 60% of brand interactions, so your users have access to their very own banking assistant in the digital channel of their choice.  

  • Opening and funding new accounts 
  • Payment transfers and status updates
  • Application support and submission 
  • Product and account troubleshooting
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FinTech _ Personal Financial Assistant

"The BEST vendor I've ever worked with and a 50% reduction in our chat wait times! Ada's back end is intuitive and easy to learn and use.”

Amanda Kwok | Director of Customer Experience | Wave
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Grow your customer base — and their accounts — with proactive engagement

Segment and target customers with proactive, personalized conversations that convert on your website and with SMS. 

Ada seamlessly connects to your tech stack with no-code integrations that enable timely, tailored experiences across the customer journey so you win, and retain, more customers. 

  • Personalized offers based on customer tier 
  • Proactive support for common inquiries
  • Funding, payment, or budgeting reminders
  • Share relevant and timely content
  • Onboarding support and guidance
FinTech _ Grow Customers

Empower your CX agents to deliver profits

Ada automates complex and highly personalized customer actions, while integrating with your existing software to seamlessly escalate urgent interactions when a human touch is needed. 

Armed with AI-powered context and customer information, agents can swiftly serve your customers with empathy and efficiency at scale.

FinTech _ Empower Agents

Educate and onboard customers, every step of the way

New financial tools can be daunting, even for a digital native. Ada’s conversational AI can precisely predict what customers need based on where they are in the buying cycle, and is always available to assist them through their pre- and post-purchase journey.

Provide customers with tailored education as they evaluate your offering, and then guide them through account set up, funding, applications and beyond, creating long-lasting relationships.

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Ada Is fluent in FinTech

Skip the slow set-up times and costly training resources with Ada’s deep FinTech expertise that get you to market faster.

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Product

  • Application status 
  • Educate on product updates
  • Promote product offers/upgrades
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User info

  • Make a payment deposit 
  • Check balance 
  • Credit limits 
  • Update personal information
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Services

  • Book appointments 
  • Report lost/stolen/compromised cards
  • Unauthorized transactions 
  • Security and privacy inquiries
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Pay and transact

  • Pay bills
  • Review transaction details 
  • Transfer money between accounts

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