Customer service assistant
Answers routine questions in the portal or chat from your own policies and FAQ.
AI solutions for lenders
In short
AI can take a large share of routine work off lending teams. Finsora implements AI assistants that answer customer questions from your policies, read bank statements and documents, summarise applications for underwriters, draft collection messages and highlight portfolio trends – always with human oversight and data protection in mind.
Updated:
AI solutions for lenders
Key features
Document reading
Extracts data from bank statements, payslips, IDs and invoices into the application.
Underwriter co-pilot
Summarises the application, flags inconsistencies and prepares notes.
Collections support
Drafts personalised, compliant reminders and suggests next best actions.
Portfolio insights
Natural-language questions over portfolio data and early-warning signals.
Who it's for
Who it's for
- Customer service teams
- Underwriters and risk analysts
- Collections teams
- Management and analysts
Capabilities and integrations
- Large language models
- Document AI
- RAG on your policies
- Human in the loop
- Audit logging
- EU data handling
How implementation works
How implementation works
01
Use-case selection
Choose tasks with the biggest time savings and acceptable risk.
02
Pilot
Working pilot on your data with clear success measures.
03
Integration
Connected to the platform with permissions and logging.
04
Scale
Roll-out, monitoring and quality improvements.
AI solutions for lenders
Frequently asked questions
Where can AI help a lender most?
Typically in customer service, reading documents and bank statements, preparing underwriting summaries and drafting collection communication.
Does AI make credit decisions automatically?
Only if you choose so and within your rules. Generative AI assistants support people; credit decisions remain governed by your policy and, where required, human oversight.
Is customer data safe?
We use business AI services under terms that exclude training on your data, restrict access by role and log usage.
How does the EU AI Act affect this?
Assistants and document tools are usually lower risk, while AI used to assess creditworthiness of individuals is high-risk; we help you identify which category each use case falls into.
Related solutions
Demo
See it on your use case
Request a demo – we reply within 1 business day.
- Fast to launch
- Configurable, not rigid
- Your brand
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