Financial Services Chatbot and AI Agent Powered by Microsoft Copilot Studio and GPT
Streebo Inc · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 6 captures on record
What the publisher says
As described on Microsoft Marketplace.
Reimagine the financial services industry with advanced chatbot and ai agent solutions powered by Microsoft Copilot Studio and Enterprise GPT on Azure. These state-of-the-art AI-driven chatbot and ai agent enhance every aspect of client interaction, from managing accounts and tracking transactions to providing tailored financial advice and supporting loan applications, ensuring top-notch service at every stage.
Pricing: Pay only for active usage.
Show the rest of the publisher’s description (42 more lines)
- Multi-Tenant Ready to Go Pre-Trained Smart Bot starts at $99/Month.
- Single-Tenant Ready to Go Pre-Trained Smart Bot starts at $999/Month.
Supporting sectors like retail banking, wealth management, and insurance, these financial virtual assistants seamlessly integrate with core systems such as Finacle, Temenos, and Salesforce. They deliver automated and efficient customer service across multiple channels, including WhatsApp, SMS, email, and mobile apps.
Perfect For: Financial institutions looking to enhance client engagement, streamline processes, and maintain regulatory compliance through the power of Generative AI in financial services.
Why Develop When You Can Deploy?
Pre-Built Financial Chatbot and AI Agent Solutions – Powered by Microsoft Copilot Studio & Enterprise GPT on Azure
Avoid long development cycles and quickly implement a powerful conversational AI solution designed for the financial industry, ready to boost client interactions from day one.
Key Benefits:
- Smart Financial Management:
Simplify tasks like balance checks, transaction history, and account inquiries with a user-friendly financial chatbot and ai agent, delivering instant, personalized service to clients.
- Generative AI and Process Automation:
Utilize Microsoft Copilot Studio and Enterprise GPT on Azure for automating responses, generating personalized financial guidance, and optimizing workflows, freeing up advisors to focus on strategic tasks.
- Omnichannel Client Support:
Provide reliable, secure assistance across WhatsApp, SMS, email, mobile apps, and web chat, offering clients accessible and consistent service through AI-powered customer support.
- Cognitive AI for Tailored Financial Insights:
Deliver personalized investment suggestions, loan options, and financial planning advice with cognitive AI, boosting client satisfaction and loyalty.
- Multimodal Engagement:
Interact with clients through text, voice, and visual interfaces, ensuring a smooth and flexible financial experience across different platforms.
- Integrated Email Functionality:
Offer clients the ability to receive alerts, updates, and support through email, ensuring seamless communication.
- Smooth Transition to Human Advisors:
For intricate queries, the chatbot and ai agent facilitates an easy handover to live advisors, maintaining high service standards for sensitive or complex issues.
- Secure Financial Transactions:
Enable secure handling of payments, account updates, and other financial transactions directly via the chatbot and ai agent, enhancing convenience and trust.
- Azure-Based Solution:
Built on Azure, this chatbot and ai agent solution offers reliable, scalable deployment with robust security and compliance, meeting all financial industry standards.
- Effortless Integration with Core Systems:
Integrate effortlessly with platforms like Finacle, Temenos, and Salesforce, providing synchronized data and a cohesive client experience with automated financial services.
- Flexible Deployment Options:
Choose between cloud or on-premises deployment to align with specific infrastructure and compliance needs.
- Advanced Security Measures:
Protect sensitive financial information with Azure’s top-tier security, ensuring data integrity and compliance, while boosting client trust.
Automated Services & Use Cases:
- Balance and account inquiries
- Transaction history and updates
- Loan and mortgage applications
- Customized financial advice
- Insurance policy handling
- FAQs for customer support
- Fraud monitoring and alerts
Ready to Elevate Financial Services with AI?
Explore how Microsoft AI-Powered Financial Chatbots and Ai Agents can revolutionize client engagement and operational efficiency. See the impact of intelligent, scalable AI solutions in the financial sector with a 30-day free trial.
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment · as of 2026-08-29
Sources
Publisher resources
3 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.