Financial Services

Put Client Experience at the Heart of Finance

Whether you’re in banking, insurance, or wealth management, your clients expect fast, secure, and personal support.

Accordia puts everything your team needs in one place, bringing AI-powered automation and human-like service together
across voice, chat, desk, and social; while staying secure and compliant.

Trusted by Forward-Thinking Financial Institutions

Agrobank
AKPK
Chailease
HLA
Lonpac
Malaysian Insurance Institute
PTPTN
Silverlake Axis Limited

Modern Engagement, Built for Finance

Transform how you connect with customers, securely and confidently.

Simplify service across channels

Engage customers on voice, live chat, email, WhatsApp, and social, all in one platform.

Automate customer interactions with AI

AI chat & voice bots reduce wait times and handle service 24/7.

Digitally onboard customers

Digitally onboard customers with WhatsApp eKYC.

Proactively reach out with voice broadcasts

Send automated voice messages for payment reminders, loan updates, or announcements at scale.

Escalate to human agent

Complex queries? Switch from bot to agent with context intact.

Seamless integrations

Integrates with CRMs, core systems, and workflows securely.

Track every conversation with confidence

Keep audit trails, call logs, and security standards in check.

Monitor quality

AI quality monitoring and call transcription to monitor compliance and score every conversation.

Why Accordia for Financial Services?

Built for Compliance

ISO 27001:2022 ready, secure, and cloud/on-premise friendly

AI-First, Not AI-Only

Automate with care, let agents step in where it matters

WhatsApp Native

Chatbot + eKYC + notifications, all in one place

Full Omnichannel View

Know your customer, from call to chat to social

Discover how Accordia works for you.

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