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Glossary

Finance Bot

[ fi-nans bot]
noun

A finance bot is a chatbot designed for banking, lending or other financial services questions, such as balances, payment dates or account features. Most finance bots answer questions; fewer can complete regulated tasks end to end.

From finance bots to AI agents

Financial institutions now use AI agents that can verify identity, take a payment, collect documents for a loan or hardship request and update the core system, with the controls financial regulation requires.

How Ushur approaches it

Ushur AI agents support financial services journeys such as payments, hardship inquiries, KYC and onboarding, with PCI DSS and SOC 2 controls. See Ushur for financial services, payments and mortgage.