Banks and financial services
The questions your customers ask at 10pm on a Sunday
Mortgage rates, account fees, a lost card, the e-banking login. Most of it is on your website already. Uliasti Chat finds it, answers in the customer's language, and hands over to an advisor when it should.
A cantonal or regional bank publishes everything a customer needs: rates, fee schedules, product sheets, branch hours, forms. Customers still call, because finding the right line in a 40-page fee schedule at night is not realistic. The service centre spends its mornings on questions the website answers.
With the website and the PDF product sheets imported, the assistant answers those questions directly on the site. It quotes the fee that applies, names the document it comes from, and when a question needs a person, such as a mortgage consultation, it offers the advisor's contact or the booking page.
Answers come only from the bank's own published content. Nothing is improvised, and every conversation is visible to the bank's team, with the questions the content could not answer listed for review.
Knowledge base
What the assistant answers from
Every answer names the page or document it was written from, so it can be checked. These are the sources that typically make up the knowledge base in this sector.
- Public website in DE, FR, IT, EN
- Fee schedules and product sheets (PDF)
- Terms and conditions
- Branch and opening hours
- FAQ and help pages
- Forms and checklists
What it deliberately does not do
It never sees a customer's account. Balances, transactions and personal data are out of reach by design.
It does not give investment advice. Questions in that direction end with the advisor's contact.
It answers only from published content, so a rate that is not on the website is not quoted.
How it works
Three steps. Under an hour. No developers needed.
Import your website and documents
Enter your website address and every public page becomes part of the knowledge base. Add documents alongside: price lists, manuals, and the internal documents your team shares, such as handbooks and process guides.
Customise the widget
Set your colours, logo, assistant name and welcome message, and choose the default language. Preview it live before it goes public.
Go live
Paste one line of code into your website, or into an internal page for your employees. The assistant answers right away, around the clock, in the language of whoever asks.
See it answer banks and financial services questions
Send us your website address. We import it and show you the assistant working on your own content.