Desk
Customer & merchant enquiries
Resolve routine questions about accounts, payments and status in-flow; route disputes and complaints to specialists.
Explore DeskIndustries · Financial Services
AI and Automation for Financial Services
Financial services teams handle high volumes of enquiries, documents and policy questions under strict governance. Exodus Markets applies AI to the routine parts of that work — enquiry triage, status updates, document collection and internal knowledge retrieval — while regulated decisions stay with people.
Workflows we focus on
Specific financial services workflows — not generic AI
Chat
Onboarding information collection
Guide customers through what is needed, collect documents and details, and check for completeness before human review.
Explore ChatKnowledge
Policy & product knowledge
Give staff natural-language access to approved product terms, procedures and internal policies.
Explore KnowledgeChat
Relationship follow-ups
Automate reminders, confirmations and follow-ups so relationship managers focus on conversations that need them.
Explore ChatKnowledge
Compliance knowledge retrieval
Help authorised users find the relevant policy, record or precedent quickly.
Explore KnowledgeSocial
Product communications
Produce and adapt approved product campaigns with mandatory compliance review steps.
Explore SocialExample workflow
How it flows
- Customer enquiry
- Identify intent
- Verify & collect information
- Resolve routine request
- Escalate regulated matters
- Record outcome
Illustrative. Workflows and integrations are defined for each deployment.
Governance
Oversight built for financial services
- Permission-aware access to information
- Approved knowledge sources only
- Human approval for regulated decisions
- Interaction logs for review
- Data handling aligned with applicable regulation, such as Singapore’s PDPA
Track record
Our earlier digital work in financial services
Websites, brand and campaign work from our digital agency years.
Exodus Markets has worked with payments and fintech brands including Midtrans, Moka and GoTo.
- Midtrans
- Moka
- GoTo
FAQ
Financial Services FAQs
Can AI make credit or compliance decisions?
In Exodus workflows, regulated decisions stay with people. AI supports them by collecting information, retrieving policy and summarising context.
How is sensitive customer data protected?
Access controls, approved sources, data-handling rules and logging are defined during implementation to meet the institution’s policies and applicable regulation.
Which financial services workflows should be automated first?
High-volume, recoverable work such as routine account and payment enquiries, onboarding information collection, follow-ups and staff knowledge retrieval. Work that involves a regulated decision keeps a person accountable.
Which Exodus products are used in financial services?
Knowledge for policy & product knowledge and compliance knowledge retrieval; Chat for onboarding information collection and relationship follow-ups; Desk for customer & merchant enquiries; Social for product communications.
Related
AI Knowledge Assistant for Internal Teams
Use case
AI Customer Service Automation
Use case
Industries
All sectors
Business Automation
What to automate and how
Exodus A.C.T. Programme
Start with the workflow
Case studies
How outcomes are documented
Put AI to work in your financial services operation
Tell us which workflow is under the most pressure.