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Financial services

Customer service the compliance team can trust.

Banking, insurance and fintech run on accuracy and accountability. Heard answers in Arabic and English, grounds every reply in approved knowledge, cites its source, logs every action, and gates high-risk requests to a human — automation your risk team can sign off on.

Accuracy is non-negotiable

In finance, a wrong answer is a liability.

Heard never improvises a rate, a policy term or a balance. Every reply is grounded in your approved knowledge, cited, and validated before it is sent — and everything it does is on the record.

Where it works

Across banking, insurance and fintech

Banking support

Card, account and transaction questions answered from your systems — with high-risk actions gated to a human.

Insurance servicing

Policy questions, claim status and coverage explained accurately, grounded in your documents and cited.

Fintech & payments

Onboarding help, KYC status and payment issues resolved fast, at the scale digital products demand.

Grounded answers

Every reply cites the exact source, so customers — and auditors — can see where it came from.

Guardrails & gating

You define what the agent may do alone and what needs a human. Sensitive actions never happen unattended.

Full audit trail

Every conversation and action logged and exportable — built for the reviews your regulators expect.

Why Heard fits financial services

Automation with a paper trail.

  • Native Arabic, including Gulf dialect, and English — serving customers across the region in their language.
  • Every answer grounded in approved knowledge and cited; multi-stage validation before it replies.
  • Complete, exportable audit trail of every conversation and action — designed for compliance review.
  • High-impact requests can require a human by policy, so nothing sensitive is ever left to the agent alone.
  • You set the guardrails in writing; change them and they take effect on the next conversation — no redeploy.

Questions

Common questions

How do you handle sensitive or high-risk requests?

You decide which actions the agent may take alone and which require a human. High-risk requests — large transfers, cancellations, disputes — can always be gated to your team, and everything is logged.

Can we prove what the agent said and did?

Yes. Every conversation and action is recorded in a complete, exportable audit trail, and every answer cites the source it came from — built for the reviews regulators and auditors run.

Does it support Arabic properly for our region?

Yes — native Arabic including Gulf dialect, alongside English, from the same agent, switching to whatever the customer speaks.

Compliant by design. Auditable by default.

First month free, up to 10,000 resolved conversations. Live in under a day.