AI Agents for Digital Finance
Deploying secure AI for digital finance
Help customers with AI workflows and multilingual support on channels like WhatsApp, Viber, and LINE.
Book demo
What's my wallet balance?
Identify customer
Start verification
A verification code has been sent to your mobile. Please enter it to proceed.
814589
Retrieve balance
Thank you, Martin.
Your balance is $156.94.
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.
tgl
Tagalog
ceb
Cebuano
rw
Kinyarwanda
kua
Oshiwambo
Speak in 100+ languages
Local Languages
Engage everyone in their native language
Proto's local language models extend beyond the reach of generative AI.
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.
See story
85% inquiries automated +16%YoY
85% inquiries automated +16%YoY
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
See story
14.4M interactions handled annually +240% YoY
14.4M interactions handled annually +240% YoY
The multilingual Proto chatbot 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
ISO 27001
SOC 2 Type II
HIPAA
Dedicated LLM
AI Assistant switching
CRM and IVR integrations
On-premise hosting
Custom SSO configuration
Roadmap prioritisation
Surveillance metrics
Unlimited support
ISO 27001
SOC 2 Type II
HIPAA
Dedicated LLM
AI Assistant switching
CRM and IVR integrations
On-premise hosting
Custom SSO configuration
Roadmap prioritization
Surveillance metrics
Unlimited support
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
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.
Hello Sam!
In accordance with new regulation, we require your government issued ID for international banking.
Learn more
Upload passport
Upload driver's license
Process every interaction
Messages
Send and receive text messages.
Voice
Send and receive voice messages.
Emails
Send and receive ticketing emails.
Translations
Help live agents serve 100+ languages.
Auto-tags
Automate tag selection across chats.
Auto-fields
Automate custom fields assignment.
Summaries
Review chat and ticket summaries.
Scrapes
Enterprise
Analyse posts and comments across social media.
Insights
Enterprise
Generate text and graphical analysis.
Consult an expert
Let's discuss your AI financial customer experience.