Financial services automation: Time is money. Save both.

Cash in on your customer service’s revenue-generating potential. Use AI-powered support automation to streamline processes, reduce costs and power better, faster CX that’ll grow your bottom line. 

Get started
Finance
Finance
The world’s leading fintechs trust Ultimate

Fully resolve FAQs and optimize workflows with AI

card-1

Transactions

Offer instant updates on the status of money transfers, support with adding or adjusting direct debits, and help customers with failed payments.

security-2

Security

Authenticate users, report lost or stolen cards, and provide immediate support if customers need to make a claim for fraudulent activity.

account-1

Account

Resolve login problems and allow customers to update personal details or upgrade their account without any need for agent involvement.

puzzle-1

Services

Guide customers through card activation and unblocking their card. Help users to sign up for service updates or request account statements.

Backend-integrations

Complete configurability, seamless setup

Our solution sits right inside your tech ecosystem, integrating with your CRM and back office software. Connecting the virtual agent to your existing tech stack gives the bot access to data from these systems — allowing you to fully automate complex processes end-to-end.

See how integrations benefit your business
finServe1_Update

How Tomorrow halved handling times and provides 24/7 support

Read Tomorrow's success story

“The virtual agent not only reduced our support team’s Average Handle Time by 50% but it also ramped up overall automation to 30%.”

Ron Gerber,
Head of Customer Support, Tomorrow
finServe2_updated

How TransferGo prioritizes CX and elevates agent experience

Learn how TransferGo delivers both

“A good employee experience is one where you challenge your staff in just the right way — rather than making them deal with tedious and repetitive tasks.”

Povilas Ciuplys,
Chief Customer Officer, TransferGo
Rating G2

"Intuitive UX and great customer service! We received great and consistent support throughout the bot building process. Building the bot was easy thanks to the great back-end UX."

Joel H, Product Manager
Rating G2

"Our complex use case seems to work beyond expectations. I have experience with competitors products and from my personal POV, it seems Ultimate's AI algorithm is a step ahead."

Atte K, Mid-market
Rating G2

“The best part is the ease of getting started without any hassle. I like the way it smoothly integrates with our CRM. Automation truly at its best.”

Satvik J, CEO
Rating G2

"We were looking for a provider that integrates seamlessly with Zendesk and can do more than automate FAQs. Today we automate complex end-to-end conversations and processes, categorize tickets and help our agents navigate through their daily chats."

Aditya J, Co-Founder & COO

G2 average rating
Leader on G2

Get started with automation

Go live in under 3 weeks and see results fast.

Contact sales
See Ultimate in action