Financial Services

Answer Every Customer Instantly, Handle Every Case Securely

Cekat.AI replies to product, application, and claim questions 24/7 on WhatsApp and web chat, routing sensitive cases to your team with full context, compliant with Indonesia's UU PDP

Cekat.AI for financial services is an AI customer service platform for banks, insurers, lenders, and fintech in Indonesia, answering routine product, application, and claim questions 24/7, routing sensitive cases to staff with full context, and tracking every complaint to resolution under UU PDP.

3,000+
businesses run on Cekat.AI
1,000,000+
customer interactions handled
24/7
product, application, and claim questions answered
15+
industries served

Trusted by 3,000+ businesses and leading brands in Indonesia

How it works

Built to Turn Conversations Into Revenue

01

Handle High Inquiry Volume Without Growing Headcount

Product details, application status, claim procedures, branch hours, the same high-volume questions arrive all day, every day. Cekat.AI answers every one instantly on WhatsApp and web chat, in natural language, so response time stays flat during peaks and your team is freed for the cases that genuinely need a person.

AI agent answering financial product questions in the Cekat.AI inbox
02

Routine to AI, Sensitive to Your Team, With Full Context

Some financial conversations must be handled by a person. Cekat.AI answers routine questions and, the moment a case turns sensitive or complex, escalates to your staff with the entire conversation attached. With AI working hours, the handoff between team and AI is automatic, and the customer never repeats themselves.

Automatic escalation to staff with full context in Cekat.AI
03

Every Complaint Becomes a Tracked Ticket

A complaint lost in a busy inbox is a compliance and reputation risk. Cekat.AI labels incoming issues automatically, creates a ticket, and routes it to the right team with a notification, so every complaint is tracked from first message to resolution, and nothing quietly disappears.

Automatic ticket creation for financial complaints in Cekat.AI
04

Full Visibility Across Every Case

You see each conversation's status, owner, and resolution path in one place, with an interaction record built automatically from every touchpoint, no manual logging. When an audit or a review asks what happened and when, the trail is already there instead of scattered across personal chats.

Full visibility across every customer case in Cekat.AI
05

One Living Record for Every Customer

Every interaction auto-creates and updates a CRM card, no manual input, building a complete record of each customer's questions, applications, and history. Your team opens one profile and sees the full picture, instead of stitching context together from separate channels and spreadsheets.

Living customer records organized in the Cekat.AI CRM

Why Cekat.AI

Why Businesses Choose Cekat.AI

01

Compliant by Design

Cekat.AI complies with Indonesia's Personal Data Protection Law (UU PDP), and role-based access means conversation data is visible only to the people who should see it.

02

Human Where It Matters

The AI handles routine volume; sensitive or complex cases route to your staff with full context, so people handle the conversations that require judgment.

03

Every Case Tracked to Resolution

Complaints and requests become tickets, routed to the right team and tracked from first message to close, no issue quietly slips through.

FAQ

Frequently Asked Questions about Financial Services

It answers high-volume customer questions instantly 24/7 on WhatsApp, Instagram, and web chat, product details, application status, claim procedures, while routing sensitive cases to staff with full context and tracking every complaint to resolution. Routine volume is automated so your team handles what needs judgment.

Turn High Chat Volume Into Handled Cases

See how financial services teams answer instantly and handle every case securely on Cekat.AI, book a free consultation with our team.

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