AI chatbots for Swiss banking and private banking.
Answer account and product questions, qualify wealth leads and collect contact details for licensed advisors 24/7, in the language each client writes in. Built for Swiss retail, private and neobank operations.
A chatbot that answers from your own content
Trained on your website and documents, it replies in each visitor's language and collects leads around the clock.
Trained on your own content
Paste your website URL or upload PDFs, Word files and spreadsheets. The agent answers from what you give it.
Replies in the visitor's language
Someone who writes in German gets German, someone who writes in French gets French. One agent, no language switcher.
Grounded answers, not guesses
Built-in rules keep answers tied to your sources. When the answer isn't there, the agent says so instead of inventing one.
Live with one script tag
Paste one script tag into your site, or use the official WordPress plugin or the Shopify theme snippet.
Leads with email alerts
The agent can ask for an email address or phone number. You and up to five colleagues get an email for every new lead.
24/7 coverage
Cover after-hours, weekends and holidays without expanding your support team.
Swiss banking — global service, regulated conversations
Swiss banking serves a global client base from a small country. UBS, Pictet, Lombard Odier, Vontobel and a deep mid-market private-banking layer field client questions in DE / FR / IT / EN / ES / multiple other languages every day. Retail banks (PostFinance, ZKB, Raiffeisen, Migros Bank) and neobanks (Yuh, Zak, Neon) handle account-question volume at scale. FINMA regulation shapes what a chatbot can and cannot say — qualification matters more than generating specific advice. A well-configured banking chatbot answers the operational and informational questions, qualifies wealth and advisory leads, and leaves regulated topics to licensed staff by collecting contact details for follow-up.
Retail banking
Account questions, transfer help, card issues, opening-hours and branch information.
Private banking & wealth
Lead qualification, document questions and advisor contact requests for an international clientele.
Neobanks (Yuh, Zak, Neon)
High-volume FAQ answers and KYC process questions in the customer's language.
Business banking
SME account-opening and lending questions, with qualified leads for your advisors.
Everything you need to run the chatbot
Train, connect, test and review in one place.
Knowledge from your sources
Crawl up to 500 pages of your website, upload files, or add text snippets and Q&A pairs. Answers stay grounded in your content.
Custom API actions
The agent can call your own HTTP API during a chat, for example to check availability in a system you already run.
Lead capture
Show the lead form manually, by rules or when the AI decides it fits. Every new lead lands in your leads table and inbox.
Chat logs and dashboard
Read full transcripts, see what visitors ask, and follow conversations, messages and leads over 7, 30 or 90 days.
How your data is handled
- You decide which pages and documents the agent learns from
- Edit, download, retrain or delete any source whenever you like
- Visitors share contact details only when they choose to
- Built-in rules keep answers grounded in your content and resist prompt injection
- The agent says when it doesn't know instead of inventing an answer
- Every conversation is visible to you in the chat logs
Questions Swiss banking teams ask
Open an AI front door for your Swiss bank
Start on the free plan, no credit card needed, and test the chatbot on your approved content before anything goes live.
Create your agent free