AI Chatbot for Banks and Financial Services Providers
24/7 banking service. With verified answers.
Mercury.ai answers questions about online banking, access, and products using your approved content, assists with the TAN procedure without ever seeing a TAN, and hands over to your team whenever a decision is required. Hosted in Frankfurt.
Made & Hosted in Germany
AI Chatbot for Banks and Financial Services Providers
24/7 banking service. With verified answers.
Mercury.ai answers questions about online banking, access, and products using your approved content, assists with the TAN procedure without ever seeing a TAN, and hands over to your team whenever a decision is required. Hosted in Frankfurt.
AI Chatbot for Banks and Financial Services Providers
24/7 banking service. With verified answers.
Mercury.ai answers questions about online banking, access, and products using your approved content, assists with the TAN procedure without ever seeing a TAN, and hands over to your team whenever a decision is required. Hosted in Frankfurt.
Made & Hosted in Germany
What gets left behind in banking service
The same questions, every day. And not a single one can be answered incorrectly.
Access and TAN Procedures
Initial registration, new smartphone, locked account: these requests occur daily and tie up service team resources.
After-Hours Questions
Online banking is used in the evenings and on weekends. The hotline is unavailable at those times.
Answers with Impact
In the banking business, incorrect information regarding terms or deadlines is more than just a service error.
Sensitive Data in Chat
Customers type in account numbers or ask whether they need to enter a TAN. The chat must handle this appropriately.
External AI Services
Many AI tools send requests to language models outside the EU. For banks, this is difficult to justify.
General chatbots guess
Without being grounded in your product information, a language model will fill gaps with plausible details.
What gets left behind in banking service
The same questions, every day. And not a single one can be answered incorrectly.
Access and TAN Procedures
Initial registration, new smartphone, locked account: these requests occur daily and tie up service team resources.
After-Hours Questions
Online banking is used in the evenings and on weekends. The hotline is unavailable at those times.
Answers with Impact
In the banking business, incorrect information regarding terms or deadlines is more than just a service error.
Sensitive Data in Chat
Customers type in account numbers or ask whether they need to enter a TAN. The chat must handle this appropriately.
External AI Services
Many AI tools send requests to language models outside the EU. For banks, this is difficult to justify.
General chatbots guess
Without being grounded in your product information, a language model will fill gaps with plausible details.
What gets left behind in banking service
The same questions, every day. And not a single one can be answered incorrectly.
Access and TAN Procedures
Initial registration, new smartphone, locked account: these requests occur daily and tie up service team resources.
After-Hours Questions
Online banking is used in the evenings and on weekends. The hotline is unavailable at those times.
Answers with Impact
In the banking business, incorrect information regarding terms or deadlines is more than just a service error.
Sensitive Data in Chat
Customers type in account numbers or ask whether they need to enter a TAN. The chat must handle this appropriately.
External AI Services
Many AI tools send requests to language models outside the EU. For banks, this is difficult to justify.
General chatbots guess
Without being grounded in your product information, a language model will fill gaps with plausible details.
What Banking Chatbots Can Do Today
Many offer the basics. Banks need more.
Simple chatbots answer frequent questions. In banking services, traceability, data privacy, and a clear boundary to decision-making are also essential.
Most solutions are capable of this
Website chatbots and simple AI plugins
Answering frequently asked questions
Available 24/7
Multiple Languages
Draft responses using a language model
Redirection to a contact form
This complements Mercury.ai
Everything from the left column, plus:
Answers from shared sources
Product information, conditions, and instructions—every answer traceable right back to the source.
Clear Data Classes
Customer-specific data is only accessible after logging in and via a dedicated integration; never share access credentials in the chat.
Filtered Content
Information only appears under defined conditions, such as by product or permission.
Contextual Handover
In the Agent Desk, your team takes over with full history, routed by department.
Self-hosted models
Licensed Mistral models, no calls to third-party AI providers, no training on customer data.
Hosting in Frankfurt
Separated per customer, keys exclusively with you upon request.
Traceability
Complete audit log, roles, and retention periods that you configure yourself.
AI Labeling
AI notice in chat enabled by default, EU AI Act documentation for operators.
What Banking Chatbots Can Do Today
Many offer the basics. Banks need more.
Simple chatbots answer frequent questions. In banking services, traceability, data privacy, and a clear boundary to decision-making are also essential.
Most solutions are capable of this
Website chatbots and simple AI plugins
Answering frequently asked questions
Available 24/7
Multiple Languages
Draft responses using a language model
Redirection to a contact form
This complements Mercury.ai
Everything from the left column, plus:
Answers from shared sources
Product information, conditions, and instructions—every answer traceable right back to the source.
Clear Data Classes
Customer-specific data is only accessible after logging in and via a dedicated integration; never share access credentials in the chat.
Filtered Content
Information only appears under defined conditions, such as by product or permission.
Contextual Handover
In the Agent Desk, your team takes over with full history, routed by department.
Self-hosted models
Licensed Mistral models, no calls to third-party AI providers, no training on customer data.
Hosting in Frankfurt
Separated per customer, keys exclusively with you upon request.
Traceability
Complete audit log, roles, and retention periods that you configure yourself.
AI Labeling
AI notice in chat enabled by default, EU AI Act documentation for operators.
What Banking Chatbots Can Do Today
Many offer the basics. Banks need more.
Simple chatbots answer frequent questions. In banking services, traceability, data privacy, and a clear boundary to decision-making are also essential.
Most solutions are capable of this
Website chatbots and simple AI plugins
Answering frequently asked questions
Available 24/7
Multiple Languages
Draft responses using a language model
Redirection to a contact form
This complements Mercury.ai
Everything from the left column, plus:
Answers from shared sources
Product information, conditions, and instructions—every answer traceable right back to the source.
Clear Data Classes
Customer-specific data is only accessible after logging in and via a dedicated integration; never share access credentials in the chat.
Filtered Content
Information only appears under defined conditions, such as by product or permission.
Contextual Handover
In the Agent Desk, your team takes over with full history, routed by department.
Self-hosted models
Licensed Mistral models, no calls to third-party AI providers, no training on customer data.
Hosting in Frankfurt
Separated per customer, keys exclusively with you upon request.
Traceability
Complete audit log, roles, and retention periods that you configure yourself.
AI Labeling
AI notice in chat enabled by default, EU AI Act documentation for operators.
How it works
From Inquiry to Verified Information
Mercury.ai connects your product information and manuals with your systems and maintains the boundary between information and decision-making.
1 · Share knowledge
Product information, conditions, guides, and FAQs are connected. Your team decides what the assistant is allowed to say.
2 · Respond securely
Mercury Intelligence identifies the request, asks follow-up questions when necessary, and verifies the answer against the source prior to output.
3 · Handover
Whatever requires a decision is forwarded to your team along with the history. Customer-specific information is retrieved from your systems following authentication.
How it works
From Inquiry to Verified Information
Mercury.ai connects your product information and manuals with your systems and maintains the boundary between information and decision-making.
1 · Share knowledge
Product information, conditions, guides, and FAQs are connected. Your team decides what the assistant is allowed to say.
2 · Respond securely
Mercury Intelligence identifies the request, asks follow-up questions when necessary, and verifies the answer against the source prior to output.
3 · Handover
Whatever requires a decision is forwarded to your team along with the history. Customer-specific information is retrieved from your systems following authentication.
How it works
From Inquiry to Verified Information
Mercury.ai connects your product information and manuals with your systems and maintains the boundary between information and decision-making.
1 · Share knowledge
Product information, conditions, guides, and FAQs are connected. Your team decides what the assistant is allowed to say.
2 · Respond securely
Mercury Intelligence identifies the request, asks follow-up questions when necessary, and verifies the answer against the source prior to output.
3 · Handover
Whatever requires a decision is forwarded to your team along with the history. Customer-specific information is retrieved from your systems following authentication.
Scenarios
Where the banking service assistant comes in
The same knowledge base answers questions on both the website and the customer portal.
Access
First-time registration, TAN procedures, new smartphone: The assistant explains the steps from your guides and will never ask for login credentials.
Step by Step
Never ask for the TAN
Transfer upon lock
Products
Accounts, cards, loans, interest rates, and fees from approved product information, with sources.
From your sources
With source citation
Up to 98 languages
Customer Portal
In the logged-in area, the assistant retrieves the status of an application or an appointment from your systems.
Customer Context
Status Inquiry
Handover with history
Scenarios
Where the banking service assistant comes in
The same knowledge base answers questions on both the website and the customer portal.
Access
First-time registration, TAN procedures, new smartphone: The assistant explains the steps from your guides and will never ask for login credentials.
Step by Step
Never ask for the TAN
Transfer upon lock
Products
Accounts, cards, loans, interest rates, and fees from approved product information, with sources.
From your sources
With source citation
Up to 98 languages
Customer Portal
In the logged-in area, the assistant retrieves the status of an application or an appointment from your systems.
Customer Context
Status Inquiry
Handover with history
Scenarios
Where the banking service assistant comes in
The same knowledge base answers questions on both the website and the customer portal.
Access
First-time registration, TAN procedures, new smartphone: The assistant explains the steps from your guides and will never ask for login credentials.
Step by Step
Never ask for the TAN
Transfer upon lock
Products
Accounts, cards, loans, interest rates, and fees from approved product information, with sources.
From your sources
With source citation
Up to 98 languages
Customer Portal
In the logged-in area, the assistant retrieves the status of an application or an appointment from your systems.
Customer Context
Status Inquiry
Handover with history
20-minute call
Where Mercury.ai fits into your banking services
We get to know each other and review which of your customers' inquiries can be automated first and what data the assistant needs for this.
20-minute call
Where Mercury.ai fits into your banking services
We get to know each other and review which of your customers' inquiries can be automated first and what data the assistant needs for this.
20-minute call
Where Mercury.ai fits into your banking services
We get to know each other and review which of your customers' inquiries can be automated first and what data the assistant needs for this.
Frequently Asked Questions
What banks want to know in advance
Frequently Asked Questions
What banks want to know in advance
Frequently Asked Questions
What banks want to know in advance
Other Industries
Conversational AI from Mercury.ai in other industries
The same platform also answers questions with sources for industry, brands, banks, and administrations.
Industry
Technical knowledge from ERP, PIM, and manuals answers inquiries in service, spare parts business, and sales. In use at Böllhoff, KWS, and Windmöller & Hölscher.
E-Commerce & Retail
Product guidance from catalog, pricing, and inventory, all the way to the shopping cart.
Banking and Financial Services
Round-the-clock customer service for online banking, access data, and products. In use at Volkswagen Bank.
Public Sector
Information service for citizens, hosted in Germany and operated in a GDPR-compliant manner. In use at the LIV library.
Education
Instant answers even in the evenings and on weekends, when most questions from parents arise. In use at Lexie.
Churches and Associations
Information from many sources, bundled in a single dialog for members and parishes. In use at the Evangelical Church in the Rhineland.
Other Industries
Conversational AI from Mercury.ai in other industries
The same platform also answers questions with sources for industry, brands, banks, and administrations.
Industry
Technical knowledge from ERP, PIM, and manuals answers inquiries in service, spare parts business, and sales. In use at Böllhoff, KWS, and Windmöller & Hölscher.
E-Commerce & Retail
Product guidance from catalog, pricing, and inventory, all the way to the shopping cart.
Banking and Financial Services
Round-the-clock customer service for online banking, access data, and products. In use at Volkswagen Bank.
Public Sector
Information service for citizens, hosted in Germany and operated in a GDPR-compliant manner. In use at the LIV library.
Education
Instant answers even in the evenings and on weekends, when most questions from parents arise. In use at Lexie.
Churches and Associations
Information from many sources, bundled in a single dialog for members and parishes. In use at the Evangelical Church in the Rhineland.
Other Industries
Conversational AI from Mercury.ai in other industries
The same platform also answers questions with sources for industry, brands, banks, and administrations.
Industry
Technical knowledge from ERP, PIM, and manuals answers inquiries in service, spare parts business, and sales. In use at Böllhoff, KWS, and Windmöller & Hölscher.
E-Commerce & Retail
Product guidance from catalog, pricing, and inventory, all the way to the shopping cart.
Banking and Financial Services
Round-the-clock customer service for online banking, access data, and products. In use at Volkswagen Bank.
Public Sector
Information service for citizens, hosted in Germany and operated in a GDPR-compliant manner. In use at the LIV library.
Education
Instant answers even in the evenings and on weekends, when most questions from parents arise. In use at Lexie.
Churches and Associations
Information from many sources, bundled in a single dialog for members and parishes. In use at the Evangelical Church in the Rhineland.
Knowledge Hub for Conversational AI
Knowledge for Your AI Decisions
Articles, guides, and practical examples on knowledge management, integration, and compliance. Written by our team of hands-on experts.
Knowledge Hub for Conversational AI
Knowledge for Your AI Decisions
Articles, guides, and practical examples on knowledge management, integration, and compliance. Written by our team of hands-on experts.
Knowledge Hub for Conversational AI
Knowledge for Your AI Decisions
Articles, guides, and practical examples on knowledge management, integration, and compliance. Written by our team of hands-on experts.
