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Customer Service Platform for Finance

AI customer service your clients can trust 

Handle growing support volumes without compromising data security. Tidio helps banks, insurers, and fintechs automate responsibly with AI that follows your rules.

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Make your first impression feel trustworthy

Earn customer confidence from the very first message with AI that's reliable, transparent, and always under your control.

Keep every interaction compliant and safe

Tidio runs on secure infrastructure, fully GDPR-compliant, with SOC 2 alignment. Control user permissions and decide exactly what Lyro AI can access or share.

Keep every interaction compliant and safeKeep every interaction compliant and safeKeep every interaction compliant and safe

Make customer onboarding easier and faster

Automate KYC checks, data collection, and account setup in minutes. Reduce manual steps and help new customers start banking or investing faster.

Make customer onboarding easier and fasterMake customer onboarding easier and fasterMake customer onboarding easier and faster

Centralize all your customer service channels

Manage chat, email, and social interactions in one intuitive helpdesk. Reduce context switching and ensure consistent communication quality across your entire customer journey.

Centralize all your customer service channelsCentralize all your customer service channelsCentralize all your customer service channels

Test Lyro yourself

See how AI customer service is supposed to be. Put these Lyro powered demo chatbots to the test.

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Handle more requests without compromising accuracy

Let AI manage high volumes of simple questions while your agents focus on complex financial cases. All with accuracy you can prove.

Automate routine inquiries safely

Lyro handles repetitive questions like card limits, payment updates, or account verification using data you define. Customers get instant answers, agents focus on high-value cases.

Automate routine inquiries safelyAutomate routine inquiries safelyAutomate routine inquiries safely

Control when Lyro AI Agent steps in

Decide when Lyro, your trustworthy AI agent, should engage and when a human takes over. You keep full control over sensitive topics like loans, insurance claims, and account issues.

Control when Lyro AI Agent steps inControl when Lyro AI Agent steps inControl when Lyro AI Agent steps in

See all conversations in one place

From customer chats to compliance-related emails—manage everything inside Tidio's helpdesk. Stay organized and efficient.

See all conversations in one placeSee all conversations in one placeSee all conversations in one place
Building loyalty

Turn resolutions into lasting relationships

Use AI to keep communication proactive and personal, helping your team turn every solved ticket into a loyal relationship.

Monitor service quality and compliance in real time

Track performance, customer satisfaction, and AI accuracy from one dashboard. Identify risks early, improve support consistency.

Monitor service quality and compliance in real timeMonitor service quality and compliance in real timeMonitor service quality and compliance in real time

Scale your customer service with confidence

As your customer base grows, add new channels or teams without complex setup. Tidio's professional services team helps configure, optimize, and improve your support flow over time.

Scale your customer service with confidenceScale your customer service with confidenceScale your customer service with confidence

Personalize every future interaction

Train Lyro on your internal FAQs and service tone, so it mirrors your brand's professionalism in every response.

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Turn financial customer service into your competitive edge

Empower your customer service with AI that's compliant, human-like, and always under your control. Build the trust that keeps customers loyal.

No credit card required