Maven AGI for Financial Services
Maven’s unified intelligence powers secure, compliant support across banking, payments, and fintech, delivering consistent reasoning across chat, voice, email, and internal tools while helping teams manage rising volume, regulatory pressure, and customer expectations.
Trusted by leading companies in the Industry
Why Financial Services Leaders Choose Maven AGI
Capabilities for Financial Services Teams
Financial institutions manage regulated, multi-step interactions across servicing, identity, onboarding, fraud intake, and product guidance. Maven applies unified intelligence across systems to verify information, enforce policies, and take governed actions that move servicing and operational workflows forward safely.
Account Servicing and Case Support
Maven retrieves account details, verifies customer inputs, enforces required steps, and performs permitted actions, such as submitting updates or advancing service cases, so servicing stays accurate, compliant, and consistent across every channel.
- Pull balances, status, and account data
- Authenticate customers for sensitive actions
- Submit or update service requests in CRM systems
Onboarding, Identity & “Know Your Customer” Assistance
Maven walks customers through identity and documentation requirements by validating information, enforcing onboarding rules, and completing allowed steps such as submitting verified data into CRM or compliance tools.
- Verify identity documents or data
- Enforce required onboarding steps
- Submit updates to CRM systems
Fraud and Incident Response Support
Maven captures sensitive incident details, validates key information, restricts access where required, and packages complete cases so fraud and risk teams can investigate efficiently.
- Gather and confirm fraud alert details
- Restrict access to sensitive fields
- Prepare structured incident reports
Product, Advisory & Knowledge Guidance
Maven retrieves governed product information, validates eligibility considerations, and surfaces policy steps so customers and internal teams receive accurate guidance across the financial lifecycle.
- Compare products and eligibility considerations
- Provide portfolio summaries for advisors
- Retrieve policies and procedures from knowledge bases
Teams we serve
Maven supports the customer-facing and technical teams responsible for delivering accurate, efficient, and consistent experiences across every step of the customer journey.
Financial Technology Integrations
Training our old chatbot to respond to different support scenarios took hundreds of hours. Maven learned the answers from the moment it integrated with our systems.
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Anthony Skilton
Operations and Systems Manager
Maven’s ability to give our customers highly curated answers 24/7 is absolutely huge for us. Now, they get better, faster support, and our team has time back for high-touch tickets.
Tara Clark
Senior Client Support Manager
Customer support is often a tradeoff between quality, speed, and cost. But with Maven, we don’t have to compromise. We can give our customers the very best support while keeping our team lean.
Jeff Ho
VP of Operations
Just one week into the trial, rep solves per hour increased 25%. With increased efficiency on reactive operational support, we can invest more heavily in the proactive retention dollar activities.
David Doyle
Head of Customer Support
I initially thought the main benefit would be efficiency—fewer associates, faster ticket resolution. And while that happened, the overall impact was much bigger. The quality of our tickets improved significantly.
Stas Johnson-Chyzhykov
SVP, Customer Experience
Maven AGI autonomously handles 90% of incoming queries allowing our support agents to focus on strategic initiatives, enhancing operational efficiency and customer satisfaction.
Rahul Todkar
Head of Data and AI
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