FINANCIAL SERVICES

Smarter Service for Modern Financial Customers

Resolve account issues in real time, maintain full compliance audit trails, and deliver secure, personalized experiences across voice, chat, SMS, and email.

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OpenNash CX

Hi Marcus! I can see your recent account activity. What's going on?

Marcus

I got a fraud alert. There's a $247 charge I didn't make.

OpenNash CX

Found it - ElectroMart for $247.50. I've frozen the card and opened dispute #4829. Your provisional credit is applied.

Dispute #4829 — Provisional credit applied

Solutions

How OpenNash CX Works for Financial Services

Handle High-Volume Requests Without Adding Headcount

From password resets to balance inquiries, fraud alerts to dispute workflows - your AI agents resolve secure account issues instantly, 24/7. Built-in compliance validation and auditability that your regulators require.

Full Audit Trail on Every Interaction

Every agent decision, tool call, and escalation is logged in your database - queryable, exportable, and archivable. Version-controlled procedures make compliance review straightforward. Your auditors see inside the system, not just a certificate.

Turn Support Interactions Into Growth

Prompt autopay enrollment, explain tier benefits, and guide customers through upgrades. AI turns everyday interactions into opportunities to deepen engagement and build long-term loyalty - without adding sales staff.

Capabilities

What You Get

Everything included in your $7,995/month retainer. No per-resolution fees. No integration surcharges.

Fraud alert resolution and dispute workflows

Balance inquiries and account changes

Compliance-ready audit trails in your database

KYC document collection and verification support

Cross-channel memory for seamless account context

Native human handoff with full conversation history

$7,995

per month

EVERYTHING INCLUDED · YOU OWN EVERYTHING

Book a 30-Minute Walkthrough

See the full platform at OpenNash CX or compare with Sierra & Decagon.