Finance
AI Chat for branch & advisory
Help customers self-serve simple questions and book the right advisor at the right branch — securely.
+27%
Advisor utilisation
61%
Self-served queries
4.6/5
CSAT
Why finance teams choose Qmatic AI Chat
Right advisor, first time
Triage needs and book the customer with the advisor who can actually help.
Secure & compliant
Enterprise-grade controls, audit trails, and data residency for financial services.
Reduced branch load
Handle routine questions in chat — keep branch capacity for high-value advisory.
Try a real finance question
Try a real finance question.
Open the chat widget, tap Ask a question, and type one of these questions to try the assistant. Or click a question to copy it, then paste it into the chat.