What is Trace?
Customer service is a critical but costly operation for banks, fintechs, and insurers. Traditional call centers struggle with inconsistent quality, while most AI solutions fall short—they can’t access account-specific data or take meaningful actions. This leaves customers frustrated and businesses with mounting expenses.
Enter Trace AI Agents. These aren’t your typical chatbots. They’re intelligent, secure, and capable of handling complex customer requests—like replacing a lost card or disputing a charge—directly over the phone. By integrating seamlessly with your systems, Trace AI Agents deliver 95% end-to-end resolution, ensuring your customers get instant, 24/7 support without the hassle.
Key Features
🔒 Secure
Your data stays protected. Trace AI Agents never access user information without explicit authentication, ensuring compliance with strict financial regulations.
🤝 Seamless
Conversations flow naturally. Trace avoids pauses and interruptions, delivering responses in under 0.2 seconds for a smooth, human-like experience.
📋 Compliant
Every interaction adheres to your company’s policies. Trace AI Agents never go off-script or deviate from predefined rules.
🏠 Private
Your data stays on your infrastructure. Trace can host with your existing cloud provider or on-premises, so nothing leaves your systems.
✅ Task Completion
Trace doesn’t just explain—it acts. Whether it’s tracking a transaction or submitting a card application, the AI handles it end-to-end.
🧠 Deep Understanding
Trace interprets customer requests precisely, providing tailored explanations and citing sources or actions for full transparency.
Use Cases
1️⃣ Transaction Tracking
A customer calls to inquire about a recent charge. Trace analyzes the transaction, retrieves the relevant data via secure APIs, and explains the details clearly—all without escalating to a human agent.
2️⃣ Card Replacement
A user reports a lost card. Trace verifies their identity, initiates the replacement process, and provides a timeline—resolving the issue in minutes.
3️⃣ Fraud Disputes
A customer notices an unauthorized charge. Trace understands the problem, follows your company’s fraud policy, and escalates if necessary, ensuring a swift and compliant resolution.
Why Choose Trace?
95% first-contact resolution—no handoffs to human agents.
24/7 availability—scale your support without hiring more staff.
Seamless integration—works with your existing phone lines and cloud infrastructure.
Compliance-first design—built for the high-stakes world of finance.





