Commercial · Finance / Banking

AI agent for financial institutions and fintech.

Calibrated for finance / banking, operational in 7-21 days. Native GDPR (Europe hosting). Results guarantee or refund. Price: 997€.

~600 active fintechs in France
Market context
48h
mockup built on your case
7-21d
Setup
Specific to your business

Why Finance / Banking needs a dedicated agent.

B2B fintech (payments, lending, treasury, automated accounting): very long sales cycles (6-18 months), where the first relationship contact is crucial. Outbound to CFO / Treasurer with fine-grained qualification (company size, current stack, precise pain point). KYC/AML compliance to integrate into qualification.

Orkelia Commercial for Finance / Banking is calibrated with the precise vocabulary of your business. Examples of typical cases handled: Mid-market CFO outbound · large-group Treasurer · scale-up CFO · B2B treasury · alternative lending · accounting automation.

Features

6 finance / banking business layers.

  • 24/7 omnichannel capture · Instagram DM + WhatsApp + website form + routed phone
  • Business qualification · the agent asks the right questions based on your process
  • Replies calibrated to your tone · neither rigid nor generic
  • Smart escalation · notification on critical signals only
  • Business-tool sync · CRM, ERP or your current stack
  • Native GDPR · data stored in Europe, DPA provided, 30-day access/erasure right

Are you in this segment?

30 min by video call to understand your case + qualify the opportunity. No pitch, no commitment.

Book a 30-min audit →

Frequently asked questions

What does an AI agent for financial institutions and fintech actually do?
It answers the requests that come in outside business hours — in the evening and at weekends — on your website, Instagram or WhatsApp: it qualifies the request, proposes a time slot or a suitable answer, then hands you a clear summary. You keep the validation: the agent proposes, you decide.
How long does it take to set up?
The demo is built on your website in 30 seconds, with no sign-up. A production agent is configured in a few days, with no technical skills required on your side: Orkelia handles everything.
Does the agent replace my team?
No. It takes over the repetitive work (answering late, following up, sorting, entering information) to free up human time where it matters. The « validation » mode is enabled by default: nothing goes out without your approval, and sensitive cases are systematically escalated to a human.
Where is the data hosted?
In Europe (EU region). Your organization's data belongs to you: it is exportable at any time and is never reused for third parties. GDPR compliance by design.
How much does it cost?
The trial is free, with no credit card and no commitment. Detailed pricing is presented on each branch page, and the 30-minute audit (free) lets you precisely estimate what an agent can automate for you before any decision.