On request · finance
FELIX
Financial Advisor
I answer account, financial product, and compliance queries. Patient, every time.
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
Answers KYC, document and regulation questions from the sources your compliance team approves and keeps current.
Without FELIX
- Customer waits 20 min for basic query
With FELIX
- An answer right away
Use cases
Example 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
€49/mo
Not included
Growth
€199/mo
Not included
Pro
€499/mo
Not included
Enterprise
Custom