blog
Jul 23, 2026 · 5 min read Your AI agent should speak your language
Glossary is now generally available in Ada: a managed vocabulary of your business terms, translations, and definitions, applied on every turn of every conversation.
AI customer service fine-tuned for financial services
Secure and scalable
Resolve 80%+ of inquiries with an AI agent built to handle peak volumes while ensuring business compliance.
Personalized and flexible
Integrate seamlessly with existing systems to leverage customer data for personalized and secure customer service.
Available anytime, anywhere
Offer 24/7 multilingual support across channels, keeping customers connected to the answers they need.
”This strategic approach enables us to allocate resources effectively, maintain exceptional service quality, and remain focused on our mission to improve financial inclusion.”
Fara Remtulla
Chief Operations Officer at Brigit
Turn your SOPs into automated workflows with Playbooks
Automate workflows like PIN resets and card replacements, without compromising compliance. Playbooks help your AI agent resolve high-volume workflows with the same logic, precision, and policy adherence as your human team. Every step is executed exactly how you define it—no delays, no escalations.
AI customer service built to boost your bottom line
Onboarding and education
Handle account setup, loan applications, and product updates efficiently with your AI agent.
Account support
Provide customers with a secure, seamless way to update their account details anytime.
Fraud prevention
Quickly resolve compromised cards and locked accounts.
Self-serve banking
Enable customers to self-serve transfers, balance checks, and credit limits.
Essential tools for 
financial services
Ensure compliance with global regulations like GDPR while protecting customer privacy through secure data handling and PII redaction.
Enhance your AI agent’s performance with precise feedback to improve future responses.
Equip your AI agent to handle complex queries accurately with detailed instructions and pre-crafted responses.
Track KPIs and uncover improvement opportunities across channels with built-in dashboards.
Securely authenticate users to enable tailored conversations and account actions.
Recognized leaders in financial services
Gartner
Emerging Market Quadrant Challenger
Deloitte
Technology Fast 500
Fast Company
Next Big Things in Tech
Forrester
Conversational AI Wave Challenger
”Sidekick provided a level of operational leverage that we couldn't have achieved with traditional methods, and has given us the flexibility to focus on strategic growth initiatives while keeping our customer service top-notch.”
Ismail Ostrilski
Head of Operations at Epos Now
Stay ahead in financial services
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Frequently asked questions
Ada offers stringent data security and privacy protections across all channels, including SOC 2 Type II, HIPAA, GDPR, PCI DSS, and AIUC-1 certification, the first standard built specifically for AI agents. Ada was a founding technical contributor and the first AI customer service platform to be AIUC-1 certified.
Ada maintains zero data retention (ZDR) across all LLM providers, meaning customer data is never stored with LLM providers or used to train third-party AI models. PII is redacted according to your configured data policies and never exposed in analytics dashboards or third-party systems. All interactions are logged at the conversation level for audit and compliance purposes, with retention schedules governed by your enterprise agreement.
For more information, check out our trust and safety page.
Ada is built for the security and oversight requirements of regulated financial institutions. The platform is certified for SOC 2 Type II, HIPAA, GDPR, PCI DSS, and AIUC-1, the first standard built specifically for AI agents. Ada was a founding technical contributor and the first AI customer service platform to be AIUC-1 certified.
For banks, credit unions, and investment firms subject to FINRA, SEC, or OCC oversight, Ada's conversation logging, role-based access controls, audit trails, and zero data retention policy with LLM providers are designed to support record-keeping and supervisory review obligations.
Ada undergoes annual third-party penetration testing at both the platform infrastructure and AI model layers, including AI-specific risks like prompt injection and adversarial manipulation. Procurement teams get a full compliance package, certification evidence, a Data Processing Agreement, and direct engagement from Ada's legal and security team for institution-specific review.
For more information, check out our trust and safety page.
Ada addresses AI accuracy risk through architectural controls essential for regulated industries.
Every response is grounded in your connected, approved sources, knowledge bases, Playbooks, and structured workflows, rather than open-ended LLM generation. Built-in safeguards verify tone, compliance, and accuracy before each response is delivered, blocking content that doesn't meet your standards.
The Performance Center tracks resolution quality and surfaces patterns over time, so teams can refine Playbooks and close gaps. Clear escalation logic routes sensitive or ambiguous interactions to your human agents with full context attached. For Financial Services, this combination is what makes agentic customer experience viable at enterprise scale—no guesswork, no risk.
Ada connects to your existing financial systems through native integrations and a robust suite of APIs. Out of the box, Ada has published integrations with CRMs (Salesforce, Microsoft Dynamics) and ticketing and CCaaS platforms (Zendesk, ServiceNow, Genesys, NICE CXone, Twilio Flex, and more); core banking, payments, fraud, and custom systems connect via APIs.
Within a Playbook, an Ada-powered AI agent can authenticate a customer, pull live account data, execute a transaction, update the system of record, and send a confirmation—all in one conversation, with data retrieved in real time. Integration depth determines automation depth: the more systems Ada reaches, the more your AI agent can resolve end-to-end.