framer
Finance

AI you can put in front of a regulator.

Banks, insurers and fintechs use Framer because every draft is cited, every action is logged, and every model is auditable.

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The problem

What breaks at your scale.

  • 01Disputes, KYC and fraud calls dominate the queue.
  • 02Regulatory checks slow every reply.
  • 03Legacy core banking systems make integration painful.
  • 04Compliance evidence is a quarterly scramble.
app.framer-ai.app/agent
Inbox
All · 42
Unassigned · 12
Mine · 7
Urgent · 3
Snoozed · 5
Closed · 218
EM
Emma Reyes
Order #48291 · Gold · 3y
Any update on my refund? It's been almost a week.
Hi Emma — I just released your refund of $128.40. It'll land in 3–5 business days.
AI suggested next reply
Would you like me to expedite via store credit as a courtesy?
Customer
PlanGold
LTV$2,340
Tickets14
CSAT4.8
Sources
· Refund policy (EU)
· Order #48291 · Stripe
· Warehouse log · NL-01
Outcomes

Measured lift, not vibes.

SOC 2
Type II
100%
Auditable actions
‑48%
Dispute cycle
0
Compliance flags
Use cases

Where Framer shines.

Dispute handling
Draft Reg E responses with cited policy and transaction detail.
KYC & onboarding
Coach applicants through missing docs; auto‑verify low‑risk cases.
Fraud triage
Prioritize by loss exposure with real‑time signals from your risk stack.
How it works for financial services

Explainable answers, audit‑ready by default.

Every reply is grounded in your policy library, cited to source, and captured for regulatory review — from the first customer message to the closed ticket.

  1. STEP 01
    Verify the customer, safely

    KYC signals, device fingerprint and step‑up auth run before any account‑specific answer is composed.

    • Step‑up MFA
    • Fraud score integration
    • PII masked to model
  2. STEP 02
    Classify against regulated intents

    Complaints, disputes, chargebacks, AML flags and vulnerable‑customer indicators are tagged and routed instantly.

    • Complaint clock started
    • Vulnerable customer flag
    • Dispute → Reg E/CC workflow
  3. STEP 03
    Cite from your policy library

    Retrieval is scoped to approved policy docs and disclosures — no external source, no hallucinated advice.

    • Approved‑source only
    • Version‑pinned citations
    • Locale‑aware disclosures
  4. STEP 04
    Draft with required disclosures

    Regulatory disclosures, effective dates and legal boilerplate are inserted automatically per jurisdiction.

    • Per‑state / per‑country rules
    • Required disclosure engine
    • Reading‑level control
  5. STEP 05
    Archive & report

    Every draft, edit, action and evidence chain is retained per your policy and streamed to your compliance store.

    • WORM archive
    • Immutable audit
    • Reg reporting export
Workflow diagram
1Verify2Classify3Cite policy4Draft + guardrail5Archive
Avg. setup
3 weeks
SLA
99.99%
Regions
12
"Our regulator's first question is always 'show your audit trail'. Framer answers it in one screen."
Sofía Márquez — Head of CX Compliance, Beacon Bank
FAQ

Common questions from this industry.

Regulatory?+

SOC 2 Type II, ISO 27001, PCI DSS. GLBA controls documented. APRA and MAS reviewed.

Core banking?+

Connectors for FIS, Fiserv, Jack Henry, Temenos and Mambu.

Explainability?+

Every reply cites sources; every automated action ships with rationale + evidence.

Give your support team an unfair advantage.

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