Skip to main content

Financial services

Bank-grade conversations, without the call center.

Subport runs account servicing, advisory check-ins, and onboarding on WhatsApp — encrypted, audited, and built for regulated workflows.

Talk to salesRequest access

  • Call-center inbound

    −56%

  • Advisor capacity

    +2.4x

  • Audited transcripts

    100%

01

Where financial ops are stuck.

The hold music is real. Compliance lives in another tool. Advisors spend half their day on logistics, not advice.

  • 01

    Hold-time drag

    "What's my balance" doesn't need an agent. But every IVR makes it feel like it does.

  • 02

    Onboarding friction

    KYC and account opening flows are paper-shaped. Drop-off is brutal.

  • 03

    Advisors as schedulers

    Advisors spend ~40% of their time on admin — booking, reschedules, document chasing.

  • 04

    Compliance retrofit

    Most chat tools weren't built for archival, retention, or supervision. Bolting it on creates risk.

02

What Subport runs for financial teams.

  • Account self-service

    Balance, statements, transfers, bill pay — fully self-serve, fully audited.

    • Balance and transaction history
    • Internal transfers
    • Statement download

  • Compliant by default

    End-to-end encrypted, archived per retention policy, supervisor-reviewable.

    • Retention and archival
    • Supervisor review queues
    • PII redaction in transit

  • Advisory check-ins

    Portfolio nudges, rebalancing suggestions, market updates routed to your advisors.

    • Portfolio alerts
    • Goal progress updates
    • Advisor handoff with context

  • Onboarding & KYC

    Document capture, e-sign, identity verification — finished in one thread.

    • KYC document capture
    • Identity verification
    • E-signed account agreements
03

From query to recommendation.

Chapter 01

Account query, instantly resolved

The customer asks; the agent answers from authoritative source data.

  • Live account access
  • Internal transfers in-thread
  • Audit trail by default

Chapter 02

Portfolio guidance

Personalized investment context, with advisor handoff when it matters.

  • Performance pulse
  • Rebalancing suggestions
  • Advisor handoff with full context

Chapter 03

Goal tracking with no spreadsheets

Retirement, savings, education — progress visible without logging into another portal.

  • Goal projections
  • Contribution adjustments
  • Automated milestones
04

Impact on financial ops.

  • Call-center inbound

    −56%

  • Advisor capacity

    +2.4x

  • Customer NPS lift

    +18 NPS

  • Audited transcripts

    100%

05

Daily moments we automate.

  • 01

    Balance and transactions

    Live, audited, no IVR.

  • 02

    Statements and tax docs

    Generate and deliver in-thread.

  • 03

    KYC and identity

    Capture, verify, archive.

  • 04

    Portfolio nudges

    Behavior-aware, advisor-routed.

  • 05

    Account onboarding

    From application to funded, in one thread.

  • 06

    Compliance prompts

    Disclosures and consent at the right moment.

06

Connects to your core banking and CRM.

  • Salesforce Financial ServicesCRM
  • PlaidAccount data
  • PersonaIdentity
  • DocuSignE-sign
  • SnowflakeAudit & analytics
  • TwilioSMS fallback

Bring banking conversations onto an audited channel.

Compliant from day one. Pilot with one advisor team and one product line.

Talk to salesRequest access