Servicing customers without saying the wrong thing.
Account questions, KYC checks, fraud triage, FAQ — answered in your policy, your tone, with full audit trail.
What Knowiz does for financial services teams
Read-only data fetches with strong identity checks. Customers self-serve; agents only see escalations.
Walk customers through ID upload, address verification, and beneficial-ownership forms.
Suspect activity? Agent gathers facts, freezes if policy allows, and routes to fraud ops with the full timeline.
Knowiz enforces required disclosures, jurisdiction-appropriate language, and refusal of out-of-scope advice.
What it sounds like
Knows your policy, takes the in-scope action, refuses what it shouldn’t — every conversation logged.
Walks customers through ID upload, address verification, beneficial-ownership — all gated by step-up auth.
Gathers facts, freezes if policy allows, and routes to fraud ops with the full timeline attached.
What teams see in 30 days
Common questions
Built for financial services, ready in an afternoon.
No code, no integration sprint. Bring your data, ship a working agent.