Financial services

Answer clients instantly, safely

Answer product, account and process questions from your knowledge, with default-deny data access and human handoff for anything regulated.

Default-deny security

The bot only ever sees the exact fields you allow — sensitive data is denied by default.

Product & process

Answers rates, eligibility and how-to questions from your content.

Compliant handoff

Advice and regulated questions are routed straight to your team.

Live data, safely

Answers from your real systems

Torbie connects to what you already run and answers with real, live data — while only ever seeing the exact fields you allow. Everything else is denied by default.

torbiechat.com
Where's my order TB-1001?
🔐 order_status_lookup(order="TB-1001")

Your system returns · allowlisted

statusOut for delivery
carrierRoyal Mail
etaToday by 6pm
customer_emailblocked
internal_notesblocked
🤖
Your order TB-1001 is out for delivery and arrives today by 6pm with Royal Mail. 📦

Financial services — common questions

Data is isolated per business, connectors are allowlisted and default-deny, and everything is audited. Confirm your specific regulatory needs.

No — it's configured to hand advice and regulated questions to your people.

Everything you need, built in

Loved by Financial services teams

Placeholder testimonials — replace with real quotes.

★★★★★

"Torbie answered most of our chats from day one — our inbox is finally calm."

Alex R.
Founder, SaaS
★★★★★

"Setup took ten minutes and it just works. Customers love the instant replies."

Jordan M.
Owner, E-commerce
★★★★★

"Our team finally sleeps — the AI covers nights and captures every lead."

Priya S.
Manager, Hospitality

Ready to help your financial services customers?

Start free today. Your AI agent is live before your coffee gets cold.

No credit card required · 30-day trial · Cancel anytime