Bolt AI Agent for Financial Services: Secure, Compliant, Intelligent

Financial institutions face unprecedented pressure: rising inquiry volumes, regulatory complexity, fraud risks, and customer demands for instant service. Discover how Bolt transforms banking, insurance, and credit union operations with AI-powered automation.

The Financial Services Challenge:

• Intense regulatory requirements
• Growing inquiry volumes
• Fraud prevention needs
• Demand for fast, secure service
• Agent efficiency pressures

Bolt's Solution - 24/7 Secure Support:

Conversational AI Across Channels:

• Voice and chat support
• Charge dispute assistance
• Insurance claim inquiries
• Loan application support
• Immediate, personalized responses
• No more hold times

Powered by AWS Innovation:

• Amazon Connect for contact routing
• Amazon Lex for intent recognition
• Amazon Bedrock for generative AI
• Amazon Q and Connect for intelligence
• Nova Sonic (coming soon) for advanced voice AI
• 100% AWS-native architecture

Business-Friendly Interface:

No-Code Agent Building:

• Technical AND non-technical users
• Build and manage AI agents easily
• Monitor performance in real-time
• Connect APIs without coding
• Access real-time analytics

Real Demo - See Bolt in Action:

Chat Example:

1. Customer asks about ATM withdrawal limits
2. Bolt verifies identity securely
3. Provides account information
4. Seamlessly helps pay credit card balance
5. All in one automated conversation

Voice Example with Nova Sonic:

• Natural conversation flow
• Secure identity verification
• ATM withdrawal limit inquiry
• Temporary limit increase request
• Online banking guidance
• Fast, intelligent responses

Key Benefits for Financial Institutions:

Security & Compliance:

• Secure identity verification
• Regulatory compliance built-in
• Fraud mitigation capabilities
• Protected customer data

Operational Efficiency:

• Reduce agent workload for routine tasks
• Lower handle times
• 24/7 availability
• Scalable automation

Enhanced Customer Experience:

• Immediate assistance
• Personalized interactions
• Multi-task support in single conversation
• Reduced service friction
• Higher satisfaction scores

Perfect Use Cases:

• Balance inquiries
• ATM limit adjustments
• Claim status checks
• Payment processing
• Account information requests
• Loan application support

The Bolt Advantage:

‍Purpose-built for financial services with compliance, security, and customer experience at the core. Bolt helps you reduce friction, drive satisfaction, and ensure secure, scalable support across every interaction.

Ready to Modernize Your Financial Services? Transform customer experience with compliant, AI-powered automation built entirely on AWS.

NeuraFlash - Delivering secure, compliant AI solutions for financial institutions