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Deliver financial service at speed

Analytics
Understand customer behaviour
Get a direct view into financial product efficacy with conversational surveys and customer feedback.
Engaged customers
4590
23%
Average rating
4.8
38%
Inbox
Maximise your live agent team
Optimise customer support with time-saving AI tools and workflows for live agents.
Tickets
Auto-populate financial customer tickets
Automatically fill ticket tags, custom fields, and customer profiles from chat data.
Channels
Provide accessible customer support
Deploy AI customer support directly into messaging apps like WhatsApp and LINE for global coverage.
Integrations
Conversational payment options
Offer payment processing and troubleshooting directly in the messaging interface to reduce support tickets.
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Explore features & pricing
Channels

Meet your customers where they already are

Proto deploys across every major messaging channel from a single platform. Build your AI agent once and serve customers on webchat, WhatsApp, Messenger, and more - with no duplicate setup.
WhatsApp
Online
What are your branch opening hours?
Our branches open Mon–Fri, 9am–5pm.
Do you have Saturday hours?
Message
Messenger
Active now
Can I reschedule my appointment?
Yes! What date works for you?
Next Tuesday afternoon.
Aa
Webchat
Online
Hi, I'd like to check my account balance.
Of course! Please share your account ID.
Sure - it's #482910.
Message
WhatsApp Business Tech Provider
  • Direct, verified access to the WhatsApp Business
  • Direct integration with Meta's WhatsApp Business API
  • Guided Meta onboarding and WhatsApp Business verification
Meta Business Partner
Verified by Meta for technical and compliance standards across WhatsApp and Messenger
Local Languages

Engage everyone in their native language

Proto's local language models extend beyond the reach of generative AI.
Discover
Integrations

Connect to CRMs 
and payment apps

Proto integrates with your business infrastructure.
Secure webhook with data encryption
Proto does the heavy lifting so you can focus on implementation.
Bulk import and export for customer data
Minimize effort when migrating big data between systems.
APIs for tickets, livechats, customers and analytics
Connect Proto content into your software stack.
iFrame for payments inside customer chat
Embed checkouts directly in chat to maximize conversion.

Progress for your organisation

Proto is the AI localisation and security partner for emerging industry leaders.
Story
Digital Finance
Customer Support

62% inquiries automated

62% inquiries automated

With Proto we've increased our customer support capacity by 30% across our 12 million wallets. The AI agent instantly answers customers in their preferred language, freeing our staff to focus on more complex issues.
Eckie Gonzales
President and CEO, Universal Storefront Services Corporation
Story
Government
Citizen Engagement

14.4M interactions handled annually +240% YoY

14.4M interactions handled annually +240% YoY

The multilingual Proto AI agent empowers consumers by providing an accessible channel for complaints, supporting the central bank’s commitment to financial service innovation.
Benjamin E. Diokno
Governor, Central Bank of the Philippines

Estimate your savings with Proto

Calculate the ROI
Talk to local team

Built-in data privacy and security

Proto's platform architecture is adaptable to data privacy with on-premise hosting and proprietary AI when large language models are restricted.
Protection standards
Trust in audited standards
Proto's SOC2 and ISO 27001 certifications are the highest industry standard for messaging data.
SOC 2 Type II
HIPAA
ISO 27001
Data residency
Host onsite or hybrid
Deploy with local hosting solutions that are setup within two weeks.
Data access
Enforce IP access
Limit Proto platform access to offices and remote workers with authorized IP addresses.
Data privacy
Encrypt messaging
All messaging is SHA-256 encrypted at rest and in transit.
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Learn how to automate critical workflows

Let's discuss your local and secure AI deployment.

Curtis
Global
Noella
Partners
Francine
Rwanda
Christine
Namibia
Andrei
Philippines
Ayesha
Pakistan

15‑minute live demo

Walkthrough of AI Agents, Inbox & Analytics
Tailored to your channels and local languages
Q&A on deployment, security & compliance
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ISO 27001
SOC 2 Type II
HIPAA
GDPR

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Read the latest

News
Digital Finance

Proto and Tazama partner to combine scam detection and reporting

Proto and Tazama are collaborating to connect open transaction monitoring with real regulatory workflows – linking financial crime detection to supervision, investigation, and consumer redress in live environments.

News
News
Digital Finance

PhilPlans enhances customer experience with Proto deployment

PhilPlans boosts customer experience with Proto’s AI assistant – cutting response times, reducing errors, and doubling sales leads across pension, education, and memorial plans.

News