Human and AI customer support for fintech and financial services
Fin resolves 76% of queries on average, including card issues, transaction disputes, and fraud claims, and hands off the rest to your team with full context, so nothing gets lost between AI and humans.
Financial services teams
already using Intercom helpdesk and Fin AI Agent
We had quick success with Fin. We reached about a 50% resolution rate early on, and over time scaled that to over 70% - all while maintaining very high customer satisfaction.”
When we were evaluating AI solutions, Fin really stood out - not just because it was the first AI Agent for customer service, but because it was so easy to get started. I literally just pasted in our FAQs and was able to instantly test Fin's ability to handle real user questions.”
Fin has allowed us to scale and support more customers without needing to hire as many people. It frees up our team by handling repetitive queries, so our agents can focus on more complex issues, it's always on, and it's instant.”
We started using Fin over email as soon as it was available and we love it! In the last 12 weeks, we've had an almost 70% resolution rate which is epic.”
Resolves your most complex technical cases
Fin resolves 76% of queries on average, including transaction disputes, fraud claims, and KYC document requests. It investigates each customer's account history and product setup first, so the answer is accurate the first time.
Account & card issues
Account creation, card issuing and replacement, transaction disputes.
Fraud & security alerts
Suspicious activity reports, account lockouts, fraud claims.
Compliance & KYC requests
Document requests, identity verification.
Loan & mortgage status
Application updates, payment schedules, interest rate inquiries.
Your team never starts from zero
When Fin hands off a conversation, your team gets the full history attached: every message and every step Fin already tried. Human agents work from the exact same inbox, customer record, and conversation thread as Fin, so escalations pick up right where Fin left off.
Bring card disputes, payment questions, and account requests from email, chat, in-app, and social into a single inbox, so no one pieces together a customer's issue from three different tools.
See everything in one view in the inbox. Pull customer and account data from the tools you already use alongside the conversation, so agents never have to switch tabs.
Human agents on the Intercom helpdesk and Fin AI Agent both work from the same unified data platform, connected to Salesforce, HubSpot, and more, so every answer draws on the same customer and account data.
Gives you complete and total control
When a wrong answer can create a compliance issue, accuracy and predictability are crucial. Configure Fin's tone, behavior, and escalation rules, test before go-live, and optimize performance — all in natural language and without engineering resources.
Train Fin to handle complex, multi-step queries like disputes and card replacements following your exact rules every time.
Ensure every response is in line with your brand's voice and style, and set guidelines around your policies and escalation rules.
Test across thousands of scenarios before going live, roll out changes gradually, and evaluate every live conversation.
Get always-on visibility across every conversation, understand trends, and get AI-powered recommendations to continuously improve the customer experience.
Security & compliance
Built with trust and reliability at the core
Intercom is built for regulated financial environments, with enterprise-grade security you can rely on. Fin AI Agent supports 45+ languages across every channel. Intercom holds ISO/IEC 42001 and AIUC-1 certification for AI governance, evidence a risk and compliance committee can verify directly. Intercom works with Okta, Azure AD, and OneLogin for SSO, and supports 2FA, SCIM, and IP restrictions. Host your data in the US, EU, or Australia depending on your residency requirements.
Transparent pricing
The Intercom helpdesk with Fin AI Agent
Combine Intercom with Fin for a single, fully integrated customer service platform.
FAQs
Fin is an AI Agent that resolves card issues, transaction disputes, fraud claims, and compliance requests for fintech and financial services companies. It resolves 76% of queries on average and works natively inside the Intercom helpdesk alongside your human team.
Fin investigates each customer's account history and product setup before answering, rather than giving a generic response. It resolves 76% of queries on average with real accuracy, including transaction disputes, fraud claims, and KYC document requests.
Fin hands the conversation to your team with the full case history attached, including every message and every step it already tried. Human agents work from the exact same inbox, customer record, and conversation thread as Fin, so nothing gets lost between AI and humans.
Fin connects to hundreds of integrations out of the box, including Salesforce, HubSpot, Stripe, and Shopify. Human agents and Fin work from the same unified data platform, so every answer draws on the same customer and account data instead of information scattered across separate tools.
Yes. You can configure Fin's tone, behavior, and escalation rules in natural language, without engineering resources. Test changes before going live, roll them out gradually, and monitor every conversation with built-in evals and insights, so responses stay predictable in a regulated environment.
Fin is built into the Intercom helpdesk, not bolted on top of a separate tool. It shares one customer record and one conversation history with your human team, so an escalation from Fin to a person carries full context instead of starting over. Fin is also ISO/IEC 42001 and AIUC-1 certified for AI governance.
