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Trace
AI Customer Service Agents for Fintechs, Banking, and Insurance

What is Trace?

Trace offers sophisticated AI customer service agents designed specifically for Fintechs, banking, and insurance industries. These voice AI agents are capable of securely executing tasks such as replacing cards, tracking transactions, processing card applications, handling fraud and complaints, and assisting with lockouts.

Built on advanced AI research, Trace agents provide end-to-end resolution by interacting with systems through secure APIs. Trace focuses on maintaining security, privacy and compliency. The AI agents do not interrupt, and data remains private as Trace can be hosted within a client's existing cloud provider.

Features

  • Secure: AI never accesses user information without explicit authentication.
  • Seamless: Agents do not pause or interrupt.
  • Compliant: Agents adhere to company policies and avoid off-topic discussions.
  • Private: Data remains secure, with hosting available on the client's cloud provider.
  • Completes tasks independently: AI agents execute tasks rather than just providing instructions.
  • Deeply understands requests: Agents understand user needs and provide tailored responses.

Use Cases

  • Automating card replacement requests.
  • Tracking transactions.
  • Processing new card applications.
  • Handling fraud reports and complaints.
  • Assisting users with account lockouts.
  • Providing 24/7 customer support.

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