Built For Banks And Credit Unions
Most customer questions are the same handful — branch hours, routing numbers, online-banking resets, whether you do mortgages. FastBots learns your product pages, fee schedules and FAQs once, then answers those questions day or night. When someone needs a real banker, your team can take over through live chat.
Providing AI Chatbots to Trusted Brands Around The World
Szybkie odpowiedzi
A bank chatbot is a website assistant trained on your bank's product pages, fee schedules, branch information and FAQs. It answers everyday customer questions — hours, routing numbers, online-banking help, account types — without putting people through a phone tree. For anything sensitive or complex, it points to a real banker or hands off through live chat.
No, and FastBots is set up so it won't try. The bot answers general product, policy and process questions from your published content. It does not give investment, mortgage or debt advice — those conversations are routed to a licensed banker.
It shouldn't, and you can instruct it not to. The right pattern is for the chatbot to recognise these messages and immediately point the customer to your 24/7 fraud hotline. That keeps urgent calls on the right channel and frees your support team for general enquiries.
Around five minutes to get a working draft. Point FastBots at your bank's website, let it crawl your product, FAQ and branch pages, add a few house rules about what not to discuss, and embed the widget. Most teams then spend a day or two reviewing answers and tightening the guardrails before going live.
Dlaczego FastBots?
Branch hours, routing numbers and online-banking help don't wait until 9am. The bot answers from your own content overnight and on weekends, so customers aren't stuck waiting on Monday.
When someone asks about opening a checking account or a mortgage, the bot collects name, email and a short note, then emails the lead straight to your new-accounts or lending team.
On the Business plan and above, live chat lets a team member claim the conversation and reply in real time. The bot answers the easy stuff; bankers handle judgement calls.
Use custom instructions to tell the bot what it can and can't discuss — no rate quotes, no advice, no PINs or account numbers. Fallback messages route those questions to the right human.
Lost cards and suspected fraud need a human on the phone immediately. Set the bot to recognise those messages and surface your 24/7 fraud number rather than try to triage them itself.
Community banks with diverse customers can answer in roughly 95 languages from the same trained content — useful for first-generation customers asking basic account questions.
On the Business plan, auto retrain re-crawls selected pages daily, weekly or monthly. When fee schedules or product pages change, the bot follows along instead of going stale.
Use Zapier or Make to push captured leads into your CRM, scheduling tool or case-management system after the chat ends. The chatbot itself doesn't touch your core banking system.
Rzeczywiste sytuacje
Customers ask about Saturday hours, holiday closures and drive-thru times constantly. The bot pulls answers from your branch pages so the front desk isn't repeating them all day.
Password resets, mobile-app downloads, mobile deposit limits, bill-pay setup — the bot walks customers through the documented steps from your help centre.
When someone asks about free checking, high-yield savings or business accounts, the bot explains the basics and captures their details for a banker to follow up.
The bot gathers a short pre-qualification brief — loan type, rough timeline, contact details — and routes it to your lending team without quoting rates or making promises.
Customers constantly need the routing number for direct deposit or wires. The bot returns it from your published information instead of tying up a teller.
Overdraft fees, wire fees, ATM access, minimum balances — the bot answers from your published fee schedule and links to the official document for the exact figure.
When the bot detects fraud or lost-card language, it skips the chit-chat and surfaces your 24/7 fraud hotline so customers reach a human immediately.
Customers can ask questions in their own language and get answers drawn from the same trained content. Useful for community banks serving Spanish-speaking, Vietnamese-speaking or other neighbourhoods.
Wypróbuj za darmo
Sound Like It Would Save Your Team Some Repetitive Calls?
Bezpłatny plan, bez karty kredytowej. Stwórz swojego pierwszego chatbota w kilka minut.
Konfiguracja
Give FastBots your domain and it crawls product pages, FAQs, branch listings and help articles. You pick which pages to include and exclude before training.
Głos Izby Reprezentantów
Plain, calm and reassuring. Never give financial, investment or mortgage advice. Don't quote specific rates, APRs or fees unless they appear in the trained content. Never ask for PINs, passwords, full account numbers or Social Security numbers. For fraud or lost-card reports, point the customer to the 24/7 fraud hotline.
Add custom instructions so the bot stays inside its lane: no financial advice, no live rate quotes, no account numbers or PINs, and route fraud or lost-card messages to your hotline.
Drop a small embed snippet into your site template and the chat widget goes live. Most banks then spend a day or two reviewing real conversations before opening it up fully.
Rzetelne porównanie
Most banks weighing up a website chatbot are also looking at a phone-only call centre or a generic live-chat widget staffed by the support team. Here's how the three options stack up for everyday customer enquiries.
FastBots Od 39 USD miesięcznie | Phone-Only Call Centre Per-minute or staffed cost | Generic Live-Chat Widget Staffed by your team | |
|---|---|---|---|
Answers Outside Branch Hours Wieczory, weekendy, święta | Tak, przez całą dobę, 7 dni w tygodniu, na podstawie Twoich treści | Only if staffed 24/7 | Tylko wtedy, gdy agent jest online |
Trained On Your Own Products Fees, accounts, FAQs | Tak, z Państwa strony internetowej i dokumentacji | Depends on agent training | Agent has to look it up |
Handover To A Real Banker For sensitive conversations | Czat na żywo w planie Business i wyższych | Already a human | Yes, but no AI in front |
Captures Account And Mortgage Leads Routes by email or workflow | Yes, with lead form and Zapier/Make | Ręczne sporządzanie notatek | Manual entry by the agent |
Obsługa wielu języków Spanish, Vietnamese, more | Około 95 języków | Limited by agent staffing | Limited by agent staffing |
Czas przygotowania Od zera do uruchomienia | Around 5 minutes to a draft | Weeks of recruitment and training | Hours to install, then ongoing staffing |
Porównanie przedstawia typowe alternatywy. Inne narzędzia mogą się różnić — przed podjęciem decyzji zawsze sprawdź aktualne ceny i funkcje.
Wypróbuj za darmo
Try It With Your Own Bank's Website For Free
Bezpłatny plan, bez karty kredytowej. Stwórz swojego pierwszego chatbota w kilka minut.
fastbots miesiąc testowałem fastbots podczas szkolenia w ramach programu Certified Sustainability Specialist. Po miesiącu szkolenia stwierdziłem, że system jest bardzo łatwy w obsłudze i elastyczny. W związku z tym zdecydowałem się wykupić subskrypcję.
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No. It's there to handle the repetitive questions — hours, routing numbers, online-banking resets, basic product information — so your team can focus on the conversations that need a real banker. Anything sensitive or complex is either flagged to your team or handed over through live chat on the Business plan and above.
We strongly recommend you tell it not to, and FastBots makes that easy through custom instructions. The bot is an information and intake tool — it explains products, answers process questions and captures enquiries. Specific rate quotes, mortgage decisions and investment guidance go to a licensed banker.
FastBots states that uploaded data isn't used to train OpenAI models through the API connection, and its data handling is GDPR compliant. You can also make the bot private, whitelist the domains it embeds on, and rate-limit messages. That said, you should still tell the bot never to ask for PINs, passwords, full account numbers or Social Security numbers — and we set that as a default guardrail in the example above.
No. FastBots does not integrate with core banking systems like FIS, Fiserv or Jack Henry, and we wouldn't claim it did. The bot answers from your public content and captures enquiries. Anything that requires authenticated account access stays with your existing online banking and staff.
You instruct it not to triage these. When the bot detects words like 'fraud', 'stolen', 'lost card' or 'unauthorised', it should immediately surface your 24/7 fraud hotline and stop trying to help. Speed matters in those cases, and a chatbot is the wrong channel.
Not natively in real time. The chatbot can collect an appointment request — name, contact, what they want to discuss, preferred times — and route it to your team or scheduling tool through Zapier or Make once the chat ends. For an actual booking, point the customer at your existing booking link or let your team follow up.
It starts as a chatbot trained on your website. When you turn on live internet search or connect a Zapier or Make workflow, it works more like an AI assistant — gathering information across the conversation, deciding when to hand off to a real banker, and pushing captured enquiries into your CRM or case-management tool after the chat ends. Mid-conversation actions like updating accounts aren't part of the product.
The free plan covers one chatbot and 50 messages a month so you can test it on your site. Paid plans start at $39/month for Essential. Live Chat, auto retrain, the Knowledge Assistant and email replies are on the Business plan at $89/month and above. See the pricing page for current limits and add-ons.
Around 95 languages. For community banks with diverse customers, this means a Spanish-speaking or Vietnamese-speaking customer can ask about checking accounts or branch hours and get an answer drawn from the same trained content.
About five minutes for a working draft. Point FastBots at your bank's website, let it crawl your product, FAQ and help pages, add the guardrails (no advice, no rate quotes, route fraud calls), and paste the embed snippet onto your site. Most banks then spend a day or two reviewing real conversations and tightening answers before fully promoting it.
Build a chatbot trained on your own product pages, fees and FAQs. See how it handles the questions your team answers every day.
