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Industries · Financial services

Financial services. Compliant service at scale.

Noor answers account and policy questions, books advisor appointments and guides customers through documents, with authentication and audit trails built in.

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NO
Noor
AI Service Agent
Live
Customer
What documents do I need for a home loan application?
Noor
You will need ID, three recent payslips, six months of bank statements and proof of deposit. Would you like a checklist by email?
Customer
Yes, and can I speak to an advisor?
Noor
Sent. I can book you with a mortgage advisor tomorrow at 10:00am or 3:30pm.
SOC 2
Type II certified platform
65%
Of routine enquiries automated
100%
Of conversations logged for audit
What Noor handles

Built for financial services workflows.

01
Balance and policy questions
Verifies identity, then answers balance, transaction, coverage and policy questions from your core systems.
02
Appointment setting
Books meetings with advisors or branch staff and sends preparation checklists in advance.
03
Document guidance
Explains which documents are needed for claims, loans or onboarding and checks uploads for completeness.
Integrations

Connects to the systems you already use.

Salesforce Financial ServicesnCinoTemenosPlaidDocuSignTwilio
More Noor can do

Beyond the basics.

Card services

Freezes lost cards, explains charges and handles disputes.

Loan enquiries

Explains products, checks eligibility and books advisor calls.

Secure verification

Verifies callers with voice and knowledge checks before sharing details.

Customer story

Proof in the numbers.

“Noor handles balance, card and payment questions around the clock while meeting our compliance team's standards.”

Chief Member Officer, Summit Credit Union
57%
Calls resolved end-to-end
-35%
Average wait time
100%
Calls logged for audit
Go live in four weeks

From kickoff to live calls.

01
Week 1 · Connect
Link your phone lines, website and core systems. We import your FAQs and policies.
02
Week 2 · Train
Tune Noor's voice, tone and answers on your real calls and documents.
03
Week 3 · Test
Run Noor on a share of live traffic with your team reviewing every conversation.
04
Week 4 · Launch
Roll out to all channels, with dashboards for resolution, CSAT and escalations.
Security and compliance

Safe for regulated work.

✓ PCI DSS✓ SOC 2 Type II✓ GLBA-aware handling✓ Full audit trail
FAQ

Questions, answered.

How are callers verified?+

With multi-factor checks you configure, such as OTP, security questions or voice match.

Is every call recorded?+

Yes, with transcripts and a tamper-proof audit log for compliance review.

Does Noor give financial advice?+

No. Noor shares product information and routes advice questions to licensed staff.

Put Noor to work this week.

Start with 1,000 free minutes. No credit card required.