Phase 2 · finance
FELIX
Financial Advisor
I answer account, financial product, and compliance queries. No lost patience, no errors.
voice
whatsapp
Skills
What FELIX does for you
Account queries
Balance, movements, status. Immediate, secure response.
Product guidance
Loans, savings, investment. I explain options without sales bias.
Compliance Q&A
KYC reqs, docs, regulation. Correct, up-to-date info.
Without FELIX
- Customer waits 20 min for basic query
With FELIX
- Sub-30-second response
Use cases
Real use cases
Banking / Finance
Customer asks difference between 2 products. FELIX explains + escalates if account opening.
Setup
How to activate
1
Connect your core
Via secure API, read-only for queries.
Integrations
Banking core
WhatsApp
Voice
FAQ
Questions about FELIX
Available in
FELIX is included in these tiers
Starter
$97/mo
Growth
$297/mo
Pro
$797/mo
Enterprise
Custom