A blurry receipt, a KYC question, a blocked transaction. All of it arrives through the same channel, resolved without touching sensitive data.
"We reduced the handling time of every ticket to just one minute, without losing the judgment the team already resolved it with."
Claims, provider outages, and KYC: all under the same policy
Fintech support can't afford improvisation: every claim needs evidence, every provider outage generates tickets with no context, and every identity check has to follow policy to the letter.
Claims that need evidence
Photos, PDFs, and receipts arrived separately, and building a claim by hand meant back-and-forth with the user.
Provider outages
When a provider went down, every failed deposit or blocked transaction ended up as a manual ticket with no prior context.
Onboarding that couldn't improvise
Identity and account verification needed to follow policy to the letter, no matter who answered.
Joaquina: an agent that interprets, checks, and protects
StudioChat built Joaquina, an assistant integrated into the Intercom Help Center that interprets evidence, checks the right status systems, and never exposes sensitive data to the model.
Integrated into the Intercom Help Center
Answers inside the same Help Center the team already used, as another agent.
Interprets photos, PDFs, and receipts
Builds a complete claim from what the user already sent, without asking them to retype it.
Connected to the right status systems
Checks transactions, KYC, card limits, and accounts live, without exposing sensitive data to the model.
Creates work units, not just replies
When a provider goes down, it gathers the documentation and builds the ticket for a human to resolve offline.
Sensitive data, always protected
Card numbers and other sensitive data never get exposed to the model: the logic lives in code.
Actively expanding
Ailina (credit limit increases), blocked-account recovery, and elderly-user onboarding, already underway.
From inquiry to resolution, without exposing what's sensitive
The inquiry arrives at the Help Center
Through Intercom, with a photo, PDF, or receipt attached if needed.
Joaquina interprets the content
Reads the attached file and builds the case without asking the user to retype it.
Checks the relevant status system
Transactions, KYC, limits, or accounts, whatever the case needs, without exposing sensitive data.
Resolves or builds the ticket for a human
If the case needs offline intervention, it leaves the documentation ready for the team to pick up.
Integrations & capabilities
More scenarios, the same data protection
The assistant doesn't just automate: it covers more ground without touching what it shouldn't.
Sustained automation
Most inquiries are resolved without escalating, with the same judgment the team already applied.
Broad coverage
From balance and cards to disputes and KYC, in one assistant.
Zero sensitive-data exposure
The code-based architecture never exposes to the model what it shouldn't see.
"We reduced the handling time of every ticket to just one minute, without losing the judgment the team already resolved it with."
Ready to resolve more, without exposing what's sensitive?
Let's talk about how StudioChat can cover more financial scenarios while keeping sensitive data protected.
Talk to us now