Careful AI customer servicefor financial services.
In finance, a wrong answer costs more than a slow one. ResolveX answers only from approved knowledge, cites every source, and routes money movement, disputes and identity questions to people.
$15 per agent seat · 50 AI resolutions included · no sales call needed
Why teams choose ResolveX for financial services
Approved answers only
Arlo answers routine product and process questions from knowledge you approve, with citations.
Sensitive topics escalated
Disputes, fraud, identity and anything involving money movement go to a person by rule.
Full audit trail
Every AI answer, action and approval is logged for review.
Confidence thresholds
Below the confidence level you choose, Arlo hands off instead of guessing.
How to get started
- 1Approve the knowledge Arlo may use.
- 2Define the topics that must always go to people.
- 3Set confidence thresholds.
- 4Review a sample of outcomes every week.
What it handles
- How-to questions about the app
- Fee and limit questions
- Document requirement questions
- Routing disputes to the right team
Simple pricing, one plan
$15 per agent seat per month or $144 per year. 50 AI resolutions included, then $0.39 per completed resolution. Voice from $0.19 per minute. Collaborators are free.
Frequently asked questions
Is ResolveX suitable for regulated businesses?
ResolveX gives you approvals, handoff rules and audit logs, but you remain responsible for your regulatory obligations. Review your requirements before going live.
Is there a free trial?
Yes. Every workspace starts with a 7-day free trial that includes the inbox, CRM, help center and Arlo text replies. AI voice and phone calls start with the paid plan ($15 per agent seat per month, voice minutes from $0.19).
Try ResolveX free for 7 days.
Set up in an afternoon. Cancel any time before the trial ends.
Start free trial