Serve, onboard and collect on every channel, with AI that runs in your cloud and keeps a full audit trail.

25+ years building secure, high-traffic platforms for 200+ global clients, with in-house security testing.

One AI Layer for Service, Sales and Collections

Customers want answers now, and regulators want proof of every conversation. Our AI agents deliver both, inside your own cloud.

  • Phone AI Agents: Inbound service, reminders, KYC follow-ups and collections calls, 24/7.
  • Multimodal Chatbots: Chat, email, voice and avatar with CRM context and human handoff.
  • Follow-Up Agents: Persistent nudges on WhatsApp, SMS, email and voice until the task is done.
  • Private LLM: GPT or Claude in your own cloud, answering from product and policy documents.
  • Conversation Analytics: Every call scored for sentiment, intent, QA and compliance.
  • Secure Portals & Apps: Customer portals, intranets and banking-grade mobile apps.
Illustration of customers reaching one AI agent across chat, email and devices

Go-Live Framework

1
Step 1: mapping customer journeys and channels for the chatbot

Discover

Map key journeys.
Agree consent rules.
Set data residency.
2
Step 2: grounding the AI chatbot in enterprise data

Secure Build

Deploy in your cloud.
Connect via approved APIs.
VAPT before launch.
3
Step 3: launching the chatbot across chat, email, voice and avatar

Pilot

One journey on one channel with live customers, with every conversation QA-checked and tuned.
4
Step 4: measuring and optimising chatbot performance

Scale

Add channels, languages and products, with weekly analytics and coaching reports.

One Customer Memory

Every call, chat and message linked to one customer profile in your CRM, so no customer repeats their story.

Built for the Audit

Every conversation is recorded, transcribed and checked, so your teams can show regulators exactly what was said.
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Banking Channels & Integrations

  • Chat: website, app, WhatsApp Business
  • Voice: SpiderX Phone AI, IVR and telephony
  • Follow-ups: SMS, email, WhatsApp templates
  • Core banking via APIs and middleware
  • CRMs: Salesforce, Dynamics 365, HubSpot
  • Loan origination and management (LOS/LMS)
  • LLMs: Claude, OpenAI, Gemini, in your cloud
  • KYC, payment gateways and payment links
  • SSO: SAML, OAuth, Azure AD
Logos of business platforms Web Spiders chatbots integrate with
Enterprise teams connected through AI chatbots

Built for every part of financial services

Where it works:

  • Retail & Private Banks
  • Small Finance & Co-op Banks
  • NBFCs & Digital Lenders
  • Wealth & Broking Platforms
  • Payments & Cards
  • Fintech Startups
  • And more..

Why Banks & Fintechs Choose WS

Built for regulated, high-volume service.

  • Our own AI product, SpiderX, not a reseller wrapper.
  • Private deployments in your own cloud.
  • Works with Salesforce, Dynamics 365 and HubSpot.
  • In-house VAPT on apps, APIs and networks.
  • Teams across India, Singapore, UK and US time zones.

Meet Your AI Banking Agent

Service, onboarding and collections, with every word on record.

Customer Service Agent

KYC & Collections Follow-Up Agent

Secure Portals & Mobile Apps

QA & Compliance Analytics

Serve every customer faster, with a full audit trail, with AI and WS. Contact us today!

Request A MeetingContact Us

Built on experience.
Driven by impact.

500+
Web Projects Delivered
200+
Global Clients Served
25+
Years of Expertise
85%
Returning clients across industries

AI for Banks & Fintech: Frequently Asked Questions

Does customer data leave our environment?

No. We deploy models and data pipelines in your own AWS, Azure or Google Cloud account, and you control access, logs and retention.

Can it meet RBI, MAS, DPDP or FCA expectations?

We design for consent, data residency, audit trails and human oversight. Your compliance team signs off each journey before launch and keeps regulatory responsibility.

Can the voice agent handle collections calls?

Yes. It runs reminder and collections calls within approved scripts, calling hours and consent rules, and passes disputes and sensitive cases to a human.

Will it work with our core banking and CRM?

Yes, through APIs or middleware. We work with Salesforce, Dynamics 365 and HubSpot, and connect to loan, KYC and payment systems.

Do you test security before go-live?

Yes. Our team runs VAPT on web apps, APIs and networks, and findings are fixed and retested before launch.

How do we start?

Most teams start with one journey on one channel, such as payment reminders by phone or onboarding on WhatsApp, then scale after review.

Which languages are supported?

Our chat and voice agents are multilingual, and we configure and test the languages your customers use before launch.

Get in touch

Let's work together

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Contact Web Spiders about a multimodal AI chatbot