Onboarding and document chase
Helios walks each applicant through what is still missing, accepts uploads in the thread, and nudges on a schedule you define until the file is complete.
Industry — Financial services
An AI agent for banks, insurers, lenders and fintechs
Financial customers ask high-stakes questions and expect answers immediately. Helios answers them on the channel they already use, follows your scripts, and escalates to a licensed human the moment a conversation needs one.
Helios
Typically replies in seconds
I saw the ad at 10 PM. What rate would I get for a 250,000 loan over 36 months?10:02
Ranges from 14.9% to 19.4% depending on your profile. Are you applying as an individual or as a company?10:02
As a company. We invoice around 4M a year.10:04
Perfect. I booked an advisor call tomorrow at 11:00 and requested the two missing documents.10:04
- Lead qualified
- Advisor call booked
- Documents requested
- Synced to HubSpot
In short
Helios is an AI CX and sales agent used by financial institutions to qualify applicants, complete document collection, answer product and pricing questions, and triage service requests across WhatsApp, phone calls, Instagram and email — with full transcripts, role-based access and human escalation rules.
What usually breaks
- Applications stall because documents never arrive
- Tier-1 service volume buries the contact centre
- Leads from paid campaigns cool down before an advisor calls
- Every answer has to be defensible in an audit
How Helios is deployed
Inbound service triage
Balance, statement, card status and payment questions answered on the phone in seconds, with warm transfer to an agent for anything regulated or disputed.
Quote and renewal follow-up
Threaded follow-up on open quotes and policy renewals that picks up the full history instead of restarting the conversation.
Campaign response
Product and eligibility questions from social campaigns answered instantly and routed to the right advisor with the context attached.
Conversations it handles today
“Am I eligible for this product?”“What documents do you still need from me?”“What is the rate and the total cost?”“Where is my application?”“I need to report a problem with a charge”“Can I talk to an advisor today?”
Governance and security
- Encryption in transit and at rest
- Role-based access and permissions
- Full transcript and action audit trail
- Human-in-the-loop escalation rules for regulated topics
- Your data is never used to train models
- Configurable data residency and retention
Frequently asked questions
Can Helios handle regulated conversations?
Helios answers within the scripts and knowledge you approve, and you define the topics that must be escalated to a licensed human. Every message and action is logged for review.
Does Helios connect to our core systems?
Yes. Helios reads and writes through your CRM, helpdesk and internal APIs so answers reflect the customer's real record rather than a generic script.
What happens when the agent is not sure?
It hands off to your team with the full transcript attached instead of guessing. You set the confidence and topic rules that trigger a handoff.
How long does deployment take?
Most teams start with one channel and one use case and go live in weeks, then expand channel by channel.
Is customer data used to train models?
No. Your conversations and records are not used to train models, and retention is configurable.
See Helios on your own use case
A 30-minute working session with your channels, your data and your escalation rules.
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