Always-on client support that stays inside your compliance lines
SiteSpeakAI answers from your published policies, products, fees, and FAQs, captures qualified leads, and never invents rates, terms, or advice. Compliant, multilingual, and on-brand for banks, lenders, accountants, and insurance agencies.
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Trusted by the world's most innovative teams
Features built for regulated, client-facing teams
No advice, no invention
Stay inside your compliance lines, every time
Train SiteSpeakAI on your published disclosures, fees, terms, and FAQs. The AI answers from that content only, with source links, configurable disclaimers, and full conversation logs. It never invents rates, advice, or product terms.
Will Guthrie
Digital Marketing Manager
The platform is very intuitive to set up and use. I was able to train the chatbot directly from our site maps with ease. After creating a test page and sharing it with leadership, customer service, sales, and marketing, the reaction was unanimous, everyone was impressed!
AI Agent
What documents do I need for a mortgage prequalification?
For a mortgage prequalification you will need your two most recent payslips, three months of bank statements, an employer letter, photo ID, and proof of address. Here is the full checklist:
1. Open mortgage application checklist, page 1, required documents ...
Quote-ready leads
Qualify mortgage, loan, and insurance leads 24/7
Most financial decisions are researched outside business hours. SiteSpeakAI collects what you need to qualify a lead - product type, location, employment status, and timeline - and routes a structured brief to a licensed advisor for follow-up.
Dave Strand
Founder
I stumbled across SiteSpeak AI while having a chat with my ChatGPT. I am absolutely gobsmacked at how good it is and how easy it has been to setup. Any concerns I had have disappeared and this certainly is the way forward. I will be using SiteSpeak AI on all my websites now.
Multilingual by default
Serve clients in 95+ languages
Banks, lenders, and accountants serve diverse populations. SiteSpeakAI auto-detects the visitor's language and responds in kind, so a Polish saver, a Spanish home buyer, and an Arabic-speaking SME owner all get a native-language experience from the same trained content.
Real-time data
Connect to your CRM, LOS, and core systems
Plug into Salesforce Financial Services Cloud, HubSpot, your Loan Origination System, branch locator, or any REST API. Clients get live application status, branch hours, and personalised follow-up while your team retains full audit visibility.
Will Guthrie
Digital Marketing Manager
The platform is very intuitive to set up and use. I was able to train the chatbot directly from our site maps with ease. After creating a test page and sharing it with leadership, customer service, sales, and marketing, the reaction was unanimous, everyone was impressed!
AI Agent
What is the status of my loan application LP-2024-1842?
Your application LP-2024-1842 is currently in underwriting review. Submitted on 15 April, all required documents received, credit decision expected within 3 business days. Here is the live status:
1. LOS query: LP-2024-1842 → Stage: Underwriting, ETA: 3 days ...
Full transparency
Audit every conversation, end to end
Every conversation is logged, searchable, and exportable. Compliance teams can review transcripts, refine guardrails, and prove the AI never crossed a line. Analytics surface the most-asked questions so your published content keeps closing the gaps.
AI chatbot for banks, lenders, and financial services
Financial services firms have a hard problem: clients want fast, helpful answers, and the firm cannot give regulated advice through unsupervised channels. An ai chatbot for financial services trained on your published disclosures, fees, and product pages closes that gap. It answers from approved content, captures qualified leads, and never invents a rate or a recommendation.
SiteSpeakAI is a compliant financial services chatbot for banks, credit unions, lenders, mortgage brokers, accountants, financial advisors, insurance agencies, and fintech. Configurable guardrails, multilingual support, and full conversation audit logs let your compliance team sleep at night while your clients get a 24/7 answer to "where do I start?"
- Guardrails that compliance can sign off on
- Configure SiteSpeakAI to answer only from your approved content, refuse questions that imply advice, surface a "this is not financial advice" disclaimer in every applicable answer, and route sensitive enquiries to a licensed advisor. Every guardrail is reviewable, version-controlled, and auditable.
- Serve every client in their own language
- Cooperative banks, regional credit unions, and pan-regional fintech all serve multilingual customer bases. SiteSpeakAI detects the visitor's language automatically and answers in kind, even when your published content is only in English. One trained chatbot, 95+ languages, no translation backlog.
- Pre-qualify leads before they reach a licensed advisor
- Train the chatbot to ask the right qualifying questions for each product line - mortgage, business loan, savings, insurance, tax filing - and route a structured brief to a licensed human. Advisors open a complete brief instead of a one-line web form, and unqualified prospects are politely redirected to self-serve content.
- Audit logs and analytics for every conversation
- Every interaction is logged, searchable, and exportable for compliance review. Analytics highlight the most-asked questions so you can spot product confusion, content gaps, and emerging client needs. The chatbot improves the more you watch it, without ever opening a hole in your controls.
Compliant client support that does not give advice
Give every client an instant, on-policy, on-brand conversation in their language, every hour of every day, without ever crossing a regulatory line.
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What documents do I need for a mortgage prequalification?
For a prequalification you will need two recent payslips, three months of bank statements, an employer letter, photo ID, and proof of address. Note that this information helps us prepare a non-binding indication, not financial advice. Want me to email the full checklist? Just share an email and your country.
Train it. Brand it. Track it.
Connects with the tools you already use
From your website builder to your CRM, SiteSpeak fits right in.
See what our customers are saying
Frequently asked questions
Everything you need to know about SiteSpeakAI. Can't find what you're looking for? Start a free trial and see it in action.
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No, and you control that boundary. SiteSpeakAI is configured to answer only from your published content, refuse questions that imply personal advice, and route sensitive enquiries to a licensed advisor. Configurable disclaimers can be appended to every applicable answer.
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Conversations are encrypted in transit and at rest. PII collected during lead qualification is stored according to your retention policy and routed only to the systems you authorise. SiteSpeakAI is GDPR compliant, signs DPAs on enterprise plans, and supports SSO and IP restrictions for administrative access.
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Yes. Native integrations exist for Salesforce Financial Services Cloud, HubSpot, Pipedrive, and any REST API. The chatbot can pull live data (loan status, branch hours, account types) and push qualified leads with full conversation transcripts into your CRM.
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Set up automatic retraining on a daily, weekly, or monthly schedule. The AI re-crawls your published content automatically. Critical pages can be tagged for instant re-training so a rate change is reflected within minutes, not days.
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Yes, 95+ languages out of the box. The AI auto-detects the visitor's language and replies in kind, even if your training content is only in English. This is essential for cooperative banks, fintech, and pan-regional financial services serving multilingual customer bases.
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Every conversation is logged, time-stamped, searchable, and exportable. Compliance teams can review transcripts, flag responses for retraining, and export audit trails for regulator inspections. Conversation logs include source citations, so reviewers can verify every answer back to the originating document.
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You configure how the AI handles sensitive topics. Common patterns: detect keywords (fraud, hardship, financial distress), respond with a brief acknowledgment, share crisis resources where appropriate, and immediately escalate to a human advisor with the full conversation context. The AI never tries to handle these alone.
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Most financial services firms are live in under a day. Point SiteSpeakAI at your website, disclosures, fees pages, and FAQs, and it crawls them automatically. Add policy PDFs, internal knowledge base articles, or product fact sheets via direct upload.
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