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Fast, compliant answers for customers and advisers in financial services

For banks, insurers, brokers, lenders and wealth managers – answer product and policy questions, support claims and applications, and give staff instant access to approved procedures.

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"Am I covered for water damage?"

"How do I make a claim?"

"What documents do I need for a mortgage application?"

"When is my next payment due?"

The challenge

Financial services firms handle high volumes of questions about products, policies, applications, payments and claims. Every answer must be accurate, consistent and compliant.

Product terms, procedures and regulations are complex and change often. Contact centre agents and advisers spend time searching documents, and customers wait or get inconsistent answers.

Customers expect instant digital service, but a generic AI answer can’t be trusted with their money or their cover.

What is Echo7?

Echo7 is an AI assistant for your financial services business that works from your own information. You give it product terms, policy documents, procedures, compliance guidance and FAQs – PDF, Word, PowerPoint, Excel, HTML, text or CSV – and it builds a searchable knowledge base.

When a customer, adviser or agent asks a question in their own words and language, Echo7 finds the relevant approved information and replies clearly. This is retrieval-augmented generation (RAG): every answer is grounded in your own information rather than an AI model’s general knowledge, so it stays accurate and up to date.

And it goes beyond answers: it checks policies and accounts, starts claims and applications, collects documents and passes advice requests to qualified staff.

Discover the Echo7 AI Assistant

The results

With Echo7, customers get clear answers on products, policies and processes in seconds, at any hour. Claims and applications start with the right information.

Your teams feel it too: fewer repetitive contacts, approved wording used every time and instant access to procedures and guidance.

The outcome: lower cost to serve, faster claims and applications, consistent compliance and customers who trust your service.

Curious how this would work for your business? Ask our assistant – it’s built on Echo7.

What Echo7 does for you

Powered by Echo7’s core features: the AI Assistant, Integrations and Agents and Workflows. Want to see it in action? Ask our assistant a question now.

Approved, compliant answers

Every response comes from your approved product terms and guidance – Echo7 does not give financial advice.

Claims and applications

Echo7 starts claims and applications and collects the documents you need.

Account and policy details

Integrations show policy cover, balances and payment dates for authenticated customers.

Support for advisers and agents

Staff find procedures, product rules and approved wording instantly.

Advice to qualified people

Requests for advice or recommendations go to authorised staff.

Full audit trail

Every conversation is logged, supporting quality assurance and compliance.

How Echo7 works behind the scenes

Every conversation follows the same governed path. Echo7 works out what the guest needs – information, live availability or an action – and orchestrates the right components.

Understand

It interprets each request in the context of your organisation and the user’s role, so nobody needs to know which document or system holds the answer.

Retrieve

It searches your approved product terms, policy documents, procedures and compliance guidance for the relevant, up-to-date information.

Act

Agents and integrations check policies and accounts, start claims and applications, and route cases – within the rules you set.

Respond

It composes a clear answer with next steps, in the user’s language, and hands over to a person when needed.

How it works in practice

From a customer’s question to a started claim, Echo7 helps in a single conversation – within your compliance rules.

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Try asking our assistant a similar question – for example: “Can Echo7 answer questions about our policies?” or “Can it help customers start a claim?”

Step 1

A customer asks: “Can I make an overpayment on my loan?”

Step 2

Echo7 checks the product terms and any early repayment charges.

Step 3

It explains the options and how to make the payment.

Step 4

If the customer asks for a recommendation, it books a call with an adviser.

Connects to the tools you already use

Echo7 works with your financial systems, so answers use live policy and account data.

Credentials are managed securely, each connection is a clear, testable, reusable agent, and new capabilities can be added at any time.
Explore Integrations and Agents

Core systems

Policy administration, banking and lending platforms for accounts and products.

Claims

Claims management systems for opening and tracking claims.

CRM

Salesforce, Microsoft Dynamics and similar tools for customer history.

Identity

Authentication tools so only verified customers see account details.

Messaging channels

Your website, app and messaging channels from one assistant.

Documents

SharePoint and Google Drive keep product terms and procedures in sync.

In control, always

AI support shouldn’t mean losing control of customer communications and compliance. Echo7 follows governed workflows: it asks for missing information, applies your rules and handles uncertain cases through safe fallback paths – passing the request to an authorised adviser when a person is the better choice.

Access controls ensure each user sees only what they’re authorised to – account details for verified customers only, for example, and internal procedures for staff. Assistants can have separate knowledge bases and integrations, escalations are traceable and credentials protected.

Have a question about security or data? Ask our assistant.

Agents, integrations and processes can be enabled, paused or replaced at any time.

See how Echo7 Workflows work

Why Echo7

More than a chatbot. Echo7 combines approved product knowledge, live customer data and actions in one experience – giving every customer fast, trustworthy answers.

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Ask our assistant

Prefer to ask? Open the assistant and ask how Echo7 would work for you – you’ll get an answer straight away.

Call +44 333 3584 877

We’re here to answer your questions, explore new ideas with you, and help find the solution that best fits your needs.

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Frequently asked questions

Didn’t find your answer? Ask our assistant – it’s trained on everything on this site.

How does Echo7 support financial services firms?

It answers customers from approved product information, starts claims and applications and supports staff with procedures.

Does Echo7 give financial advice?

No. Echo7 gives factual information from your approved content and passes requests for advice to authorised staff.

What content can I use?

Product terms, policy documents, procedures, compliance guidance and FAQs, in PDF, Word, PowerPoint, Excel, HTML, text or CSV.

How is customer data protected?

Access controls, authentication and protected credentials make sure customers and staff only see what they’re authorised to.

Does it work in other languages?

Yes. It replies in each user’s own language, while working from the same approved content.

What if the assistant doesn’t know the answer?

It asks for clarification or passes the request to the right person, rather than guessing.

Is our data secure?

Yes. Access controls, separate knowledge bases and protected credentials keep sensitive information visible only to authorised users.

How quickly can we get started?

Quickly, with the material you already have. Start a free trial, upload your content and test it. Or ask our assistant anything first.

Give customers fast, trustworthy answers

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