AI TOOL PROFILE
Alltius: AI Agent Platform for Financial Services
- Data and Analytics
- AI Agent Platform
- Financial institutions
- Insurance carriers and brokers
- Digital lenders
- FinTech companies
- Banking operations managers
Pricing
Alltius offers a 14-day free trial. Specific monthly or annual pricing tiers were not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Financial institutions, Insurance carriers and brokers, Digital lenders, FinTech companies, Banking operations managers
- Key use cases
- Automating Customer Queries, Supporting Agent Onboarding, Financial Workflow Automation, Internal Knowledge Retrieval
- Integrations
- Slack, Microsoft Teams, WhatsApp
- Official website
- Visit alltius official website
How AI is used
Alltius is an AI agent platform built for the financial services sector, including banking, insurance, lending, and SaaS. The tool provides voice and chat AI to handle customer queries and internal support tasks through a library of pretrained agents and a workflow engine.
For business buyers, the platform emphasizes security and compliance, listing SOC 2 Type 1, ISO 27001, GDPR, and HIPAA. It is designed to assist end customers via widgets and internal staff through agent-assist tools, which may help reduce the time required to train new staff.
Buyers should note that the platform is optimized for financial workflows, such as KYC, loan origination, and claims processing. Those in other industries should confirm if the pretrained financial agents align with their specific operational needs.
Key Features
Voice and Chat AI
Provides automated interaction interfaces for customer queries across multiple channels.
Pretrained Financial Agents
A library of over 25 AI agents designed for financial services tasks.
Flow Engine
A natural language interface used to create and manage AI workflows to support the automation of manual tasks.
KNO Plus
Allows users to create custom generative AI assistants using organization data such as PDFs and wikis.
Pulse Analytics
A dashboard for tracking conversation volume, engagement, and thematic summaries of user queries.
Support and Sales Assist
AI companions designed to help internal staff resolve tickets and close deals by providing information in real time.
Use Cases
Automating Customer Queries
Using voice and chat AI to help resolve common inquiries for policyholders and account holders.
Supporting Agent Onboarding
Using sales excellence assistants to support new reps in reaching proficiency.
Financial Workflow Automation
Supporting tasks such as KYC, document collection, and digital signatures.
Internal Knowledge Retrieval
Creating assistants that can search through company documents, including PDFs and product wikis.
Integrations
- Slack
- Microsoft Teams
FAQ
Who is Alltius designed for?
- Alltius is primarily designed for organizations in financial services, including banking, insurance, lending, FinTech, and related SaaS companies.
What security certifications does Alltius have?
- The platform is SOC 2 Type 1, ISO 27001, GDPR, and HIPAA compliant.
Is there a free trial available for Alltius?
- Yes, Alltius offers a 14-day free trial.
Can I train the AI on my own company data?
- Yes, through KNO Plus, you can coach assistants on sources such as PDFs, product wikis, and support tickets.
Source category: Data & Analytics
Source subcategory: AI Agent Platform
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