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Financial Services

Proto AICX for financial customer experience

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Clients success

Automating 51% of multilingual chats per month for First National Bank


total messages


new chats daily on average

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Clients success

Automating 61% of multilingual chats per month for Bitflex


increase in usage via multilingual chatbot


ticket resolution

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Clients success

Automating digital banking support in Uganda


messages automated per month



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enabled with

Cambridge SupTech Lab
Omidyar network
Gates Foundation

Push beyond the status quo

Platforms want you to accept legacy customer support tools that do not serve the next generation of financial services.

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Financial Services FAQ

What is AICX for financial services?

AICX allows banks, insurance providers, microfinance institutions, and other financial providers to automate customer support at scale, freeing up administrative teams to handle more complex customer queries.

Proto offers AICX uniquely tailored for financial service providers looking to automate service in low-resourced languages such as Tagalog, Kinyarwanda, and Twi. Proto’s regulatory partnerships with central banks power the Proto platform with industry-specific language data and deep knowledge of regulatory requirements.

Proto’s AI Customer Experience (AICX) platform for finance can also provide service at scale across over 15 channels, including SMS. This helps financial service providers meet financial consumers where they are 24/7 to keep them informed and empowered in their financial decisions.

How is CX automation used for financial services?

CX automation for financial services helps streamline customer service tasks, including managing and triaging conversational AI chats with customers. It can:

  • Answer frequently asked questions
  • Scale consumer complaints
  • Assist with mortgage and loan calculations
  • Digitize everyday banking and payments
  • Track customer engagement for personalized support

Proto’s AICX can also monitor automation performance and customer engagement with location-based data and other analytics, giving financial service providers an understanding of support success at different branches.

What are the advantages of using AICX for financial services?

AICX for financial services organizations helps assist customers at scale without increasing administrative costs. With rapid support and timely notifications, AICX for finance offers many advantages including:

  • Faster, more convenient customer service
  • Expediting complaint and reporting processes
  • Making financial information and services more accessible
  • Reducing human error on administrative tasks

Proto can also be maintained without advanced technical knowledge — so new functionality can be added easily as banking services change.

What are the advantages of Proto’s solution over other CX automation providers?

Proto’s CX automation platform offers support for underserved and rare languages. While most CX automation is only available in common languages, Proto can communicate in languages such as Tagalog, Kinyarwanda, and Twi, as well as mixed languages such as Taglish.

With multilingual support, Proto can categorize and triage customer queries based on language, streamlining financial assistance. Proto also offers local channels such as Africa’s Talking, Line, and Zalo.

Where can I find more information about Proto?

For more in-depth information about how Proto can help financial service providers, take a look at our case studies.

For more information on how the Proto platform works, take a look at our documentation.

Here’s the latest

Case Study

AI-enabled digital banking experience in Nigeria

Sparkle, a digital bank, streamlines banking with online support across channels. It seamlessly integrates an always-on solution with their ticketing system, offering multilingual support, including local languages in Nigeria.


National Bank of Rwanda wins the AFI Financial Inclusion Innovation Award

Proto is thrilled to be the NBR's technical implementation partner for the Intumwa consumer protection chatbot during this journey to strengthen consumer protection in Rwanda.

Case Study

AI-based crypto trading experience and protection

Bitflex, a leading Malaysian cryptocurrency exchange, transformed its customer experience and improved ticket resolution rates with Proto's AICX solution.


Proto’s AICX platform enhances Bitflex’s crypto trading customer education, security and support

Bitflex deploys Proto’s AICX to enhance consumer experience and protection during cryptocurrency transactions, with verification and advisory messages across channels and languages.


CX Automation for Rural Banks in the Philippines

In this Philippines-focused workshop for rural banks, you’ll learn the basics of building a customer experience strategy and how to use no-code CX automation to scale customer service. Compete with larger banks without technical expertise, with help from Infivex and Proto.


WhatsApp Banking in Africa

Explore how Proto can help CX teams scale live and automated service over WhatsApp with a solution puts data security, regulatory alignment, and customer safety first.