Transform Financial Services Operations with Agentic AI

Deliver 24/7 support to employees across branches, operations, and remote teams—maintaining bank-grade security and compliance.

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Deliver 24/7 support to employees across branches, operations, and remote teams—maintaining bank-grade security and compliance.

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Trusted by Leading Finance and Fintech Companies

"Our business needed advanced service desk capabilities and Rezolve.ai proved the perfect solution..." - G2 User

Agentic AI Built for Financial Services

Transforming Operations with Core System Integration

Automated Process Excellence: Streamline operations with Agentic AI-powered automation that integrates with core banking, claims processing, and wealth management platforms to enhance efficiency across legacy and modern workflows.

Proactive Support for Evolving Needs: Address compliance workflows, fraud alert handling, and regulatory updates instantly without expanding your helpdesk headcount.

Always-On Staff Support: Ensure continuous assistance with Rezolve VoiceIQ, providing natural, conversational phone support for urgent branch or agency issues and after-hours assistance.

Deep Financial Systems Integration: Seamlessly connect Agentic AI with your existing ecosystem (Fiserv, Symitar, Guidewire, Salesforce, or DNA) for a unified operational approach.

Optimizing Knowledge Worker Efficiency

Empowering Productivity: Boost advisor and agent productivity by automating client onboarding, document vault access, policy administration, and claim status inquiries.

ROI-Focused Solutions: Achieve instant ROI with a projected 70% ticket reduction and significant annual savings through auto-resolution of L1 support tasks.

Fast, Risk-Free Implementation: Move from discovery to phased rollout in just 4-8 weeks, with pilot programs available to prove value before full commitment.

Data Security and Privacy Centric: Zero Data Training ensures your proprietary financial data never trains our models, complete with real-time PII redaction and regional data residency options.

Enhancing Employee Experience in Finance

Instantaneous Internal Query Response:Eliminate wait times for MFA resets, VDI issues, and core system inquiries, improving staff satisfaction and maximizing client face-time.

Maximizing Operational Efficiency: Empower your team to focus on strategic financial tasks by offloading routine IT and HR operations to the AI Service Desk.

Experience-Centric Agentic AI Support: Introduce a futuristic, responsive internal support environment for loan origination, underwriting, and claims systems.

Employee Engagement with Advanced Tools: Provide a modern, AI-powered support experience natively within Microsoft Teams, ensuring seamless adoption and communication.

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See Why Our Customers Love Us

"It [Rezolve.ai] is very easy to use. Now employees can submit a ticket, can get ticket status, and ask questions. Management is also very happy about the approvals with within MS Teams"

Tan Nguyen

Leader, Digital Workplace

"Rezolve.ai has really shown their knowledge in this industry with the way they have worked through the unknowns of implementation."

Lane Terry

DevOps Supervisor, F12.net

"One of the things that lead us to Rezolve.ai was seamless integration with MS Teams. We moved away from the old format. Our users can now open tickets with just one icon click"

Team Management

The Minnesota Timberwolves

"The Rezolve team is very responsive and thorough with collecting requirements and going through user journeys to ensure the solution they provide is what we need"

Teri Carlson

Director, Customer Support Operations