Financial services customer care with message.com
Financial services customers expect fast answers without giving up compliance. message.com handles the non-sensitive surface of customer care, routes everything sensitive back to a human, and keeps every conversation on the record.
The problem
Banks, brokerages, and fintech support teams operate under regulatory scrutiny. Generic chat tools that don't capture transcripts, can't route to licensed staff, or auto-respond on regulated topics create audit risk. Per-seat pricing on regulated industries is brutal because the team is mostly licensed reps, not low-cost agents.
How message.com handles it
AI answers the unregulated surface (hours, locations, how-to-do-X, where-is-my-statement) and hands off everything substantive to a licensed agent. Every conversation is preserved, exportable, and audit-friendly. Custom attributes on the customer record can mark accredited-investor status, KYC tier, or other routing flags.
Common workflows
Account access
"I can't log in" handled by AI with the password reset link.
Statement questions
AI cites where statements live in the portal.
Transfer initiations
Routed to a licensed rep with full conversation history.
Advice-adjacent questions
Routed to a human always; AI never freelances on investment advice.
Account opening
Pre-chat form captures basics; KYC and disclosures happen with a licensed agent.
Custom attribute lookups against your internal CRM, SSO for agents, audit-log export, and email forwarding from the support address.
Business at $19 a month flat: chat plus phone plus tickets plus AI drafts. Unlimited licensed-agent logins.
Get in touch
Regulated deployments often need a compliance review call. Contact us or start a trial at message.com.