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Replicant for

Financial services

From transaction status to credit card management, resolve every member request with automation.

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It’s never been easier to check a transfer

Use cases

Common financial service requests we automate

Account and card management
Loan processing
Bill payment
Product recommendations
Customer onboarding
Debt collection

Features

Serve every client like a lifelong member

Automation with a personal touch

Customize every conversation for your unique clients with effortless authentication, personalized greetings, and preferred callback times.

Intelligently escalate to an agent

Finance can be personal and emotional. With smooth handoffs for urgent requests, your clients are never locked into automated experiences.

Secure and private client data

Replicant is SOC 2 certified and PCI compliant. Data is securely encrypted, segmented from internal systems, physically protected, and backed up regularly.

Automation with a personal touch

Customize every conversation for your unique clients with effortless authentication, personalized greetings, and preferred callback times.

Intelligently escalate to an agent

Finance can be personal and emotional. With smooth handoffs for urgent requests, your clients are never locked into automated experiences.

Secure and private client data

Replicant is SOC 2 certified and PCI compliant. Data is securely encrypted, segmented from internal systems, physically protected, and backed up regularly.

Replicant customer stats

70%

Reduction in hold time
50%

Reduced AHT
50%

Reduction in escalations
2X

Call center capacity

Replicant has taken seasonality out of the equation for us. No matter how much call traffic we have - whether it’s 1 call or 10,000 calls - the Thinking Machine can handle all of them at the same time.

Mike Bowman
Director, Servicing Operations

Explore case studies

Featured resources

Contact Center Automation hub

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CorVel Reduces Average Handle Times by 50% With Replicant

design element

Call Assessment

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call assessment

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Custom demo

Schedule a call with an expert

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