Why finance is hard
Regulated answers, at the volume finance demands.
Banks, payments, credit management, and treasury teams field the same regulated questions thousands of times, and a wrong answer carries real cost. Every reply has to hold up to an auditor, in every language you serve. Support that scales with the customer base, without growing the team, is the hard part. A chatbot that only answers FAQs doesn't hold up under regulatory scrutiny; every reply here has to.
Across the journey
One agent across the finance customer journey.
01
Acquisition
The agent qualifies and converts visitors on your marketing site around the clock, answering product and eligibility questions before a human ever picks them up.
02
Retention
Living Memory watches usage inside the product and surfaces churn risk early, so your team acts before a finance customer quietly drifts away.
03
Expansion
When an upsell signal appears, more seats, a new module, a higher tier, the agent catches it and routes it to the right account owner the moment it surfaces.
04
Support
Regulated questions on payments, credit, and reporting get resolved with a cited source, and anything that needs judgment hands off cleanly to a person with full context.
Frameworks that matter here
Built for the regulators finance answers to.
- GDPR
- EU data residency by default; PII filtered and tokenized at the gateway by the Privacy Vault.
- EU AI Act
- Per-decision audit trails and transparency built into the platform, not bolted on.
- DORA
- Built for operational resilience: EU data residency by default, per-decision audit trails, and real-time model failover across the EU-resident constellation.
Finance in practice
“It’s remarkable how smooth the integration went. It did not only elevate our internal knowledge documentation, but also the solutions we provide to our customers - thereby enhancing the overall customer experience.”
Visma | Onguard is a market leader in order-to-cash and credit management software, with users in 50+ countries. Their support operations now run on UNLESS, elevating both internal documentation and customer-facing answers.
The numbers
What finance teams see.
- Ticket deflection rate
- 78%
- Observed return on investment
- 512%
- To first deployment
- 28 days
- Countries served by Onguard
- 50+
Frequently asked questions
How does Unless support DORA operational resilience?
As an ICT provider, where does Unless sit in our DORA register?
Does the agent meet the EU AI Act transparency rule for finance?
Will the agent ever give a customer financial advice it should not?
How do you keep payment and account data out of the AI models?
Can the agent take action in our systems, or only answer?
How fast can a finance team get to a first result?
Want to be the next finance case study?
The pilot is a four-week deep dive into your numbers, your data, your stack - run on your own finance content.