Fintech
Pluno works inside the help desk you already use, so it can answer account questions within your rules, help users inside your app and keep disputes and fraud with your team.
Chat
Resolved by PlunoCustomer: My bank account stopped syncing after I changed my online banking password. How do I fix it?
PlunoYour bank connection needs your new password. Go to Accounts, open the account with the warning icon and tap Reconnect, then sign in with your new banking password. Missing transactions will sync within a few minutes.
A powerful AI workflow tool that genuinely improves support operations
Pluno has become a core part of our support operations. It helps us maintain consistency, reduce manual overhead, and produce high‑quality escalations with far less effort.
Money questions need precise answers, and some of them should always be answered by a person.
Many tickets are about connected accounts, missing transactions or sync errors, which depend on third-party providers and the customer's own setup.
A wrong answer about a balance, a payout or a fee costs trust that is hard to win back.
Disputes, suspected fraud and account security need a person every time, whatever the volume.
Technical issues go to engineering or a banking partner, and a vague report means another round of questions while the customer waits.
Fintech companies such as personal finance, payroll and payments apps, whose tickets mix how-to questions with technical issues like bank connections, and where some topics must always reach a person. Pluno processes data in Europe, runs its models on Microsoft Azure without training on your data, and is SOC 2 Type 2 certified and GDPR compliant.
Each workflow runs inside your help desk and follows the rules you set.
Step 1
Step 2
Step 3
Yes
Replies, using live account data where you've connected it
No
Hands sensitive or unclear tickets to your team, with a research summary
Deflection AI answers questions about features, subscriptions, exports and account settings from your help center and past tickets, around the clock and in 50+ languages. When the evidence for an answer isn't there, it hands the ticket to your team with a research summary.
Product Agent is a chat widget inside your app. It reads the user's current setup before answering, and can change settings, complete setup and fix configuration issues for them. Suspected bugs go to your support team with the conversation and the actions already taken.
AI Workflows let you send topics such as disputes, suspected fraud or account security straight to your team, so Pluno never answers them on its own. You write the rules, and they apply to every ticket.
Pluno can call your own APIs mid-conversation, for example to check the status of a bank connection or a payout, so its answer reflects the customer's actual account.
AI Copilot drafts a reply in the help desk sidebar for every customer message, with cited sources and troubleshooting steps, so every agent gives the same accurate answer.
BudgetBakers' technical helpdesk says Pluno helps them keep replies consistent and cut manual work.
From the ticket sidebar, Escalation Copilot prepares the escalation for the tool your engineering team uses, such as Jira or Slack, with a summary, reproduction steps and customer impact. The agent reviews and submits it, and updates sync back to the ticket.
BudgetBakers credits Pluno with high-quality escalations that take far less effort.
When a call recording is attached to a ticket, Pluno transcribes it and posts a structured summary as an internal note: who called, the issue, the resolution and next steps, from a template you can customize. AI Tagging then runs again on the summary, so the ticket's fields reflect what was said on the phone.
Quality Assurance scores every resolved ticket against your own criteria, usually within 30 seconds of resolution, and can check agents' answers against your knowledge base. Each evaluation includes a confidence score, and results appear as per-agent scorecards in the ticket sidebar and a team dashboard. No sampling.
Typical tickets, step by step: one Pluno resolves in your help desk, one it hands to a person and one Product Agent handles before it becomes a ticket.
Chat
Customer
My bank account stopped syncing after I changed my online banking password. How do I fix it?
What Pluno does
Pluno's reply
Your bank connection needs your new password. Go to Accounts, open the account with the warning icon and tap Reconnect, then sign in with your new banking password. Missing transactions will sync within a few minutes.
Outcome: Resolved by Deflection AI, using the live connection status.
Customer
There's a charge of €49.99 from you on my card that I don't recognize. Has my account been hacked?
What Pluno does
Outcome: Routed to your team at once, as your rules require, with the account context already gathered.
In-app chat
Customer
Can you set up a monthly grocery budget of €400 that resets on the 1st?
What Pluno does
Pluno's reply
Done. Your Groceries budget is set to €400 a month and resets on the 1st. You'll find it under Budgets, and we'll let you know when you reach 80%.
Outcome: Done inside the app by Product Agent, before it became a ticket.
The support tasks fintech teams hand to Pluno most often, and the module that covers each one.
| Support task | How Pluno handles it | Module |
|---|---|---|
| How-to and account questions | Answers on its own from your help center and past tickets | Deflection AI |
| Bank connection and sync issues | Drafts a reply with troubleshooting steps and cited sources for the agent | AI Copilot |
| Account status questions | Checks live data through your APIs before it answers | Deflection AI |
| Disputes, fraud and security | Routes them straight to your team, as your AI Workflow rules require | Deflection AI |
| Settings inside your app | Answers using the user's setup, and changes settings for them | Product Agent |
| Technical escalations | Prepares the issue for the agent to submit and syncs updates back | Escalation Copilot |
| Ticket fields and tags | Sets priority, type, tags and custom fields, with a reason for each value | AI Tagging |
| Customer calls | Transcribes the recording and posts a structured summary to the ticket | Call summaries |
| Quality review | Scores every conversation against your own rubric, with no sampling | Quality Assurance |
Pluno connects to the tools fintech support teams already use.
Pluno runs as a native app in Zendesk, Intercom, Salesforce Service Cloud, HubSpot and Jira Service Management. No new inbox and no ticket migration.
Escalates to
Learns from
Your own APIs
Live account data, such as connection or payout status
AI Workflows
Rules that keep disputes, fraud and security with people
Jira or Slack
Technical escalations with a complete report
Product Agent embed
One snippet puts Product Agent inside your app, with no new API to build
Everything Pluno can't resolve within your rules and its evidence reaches a person, with the research already done.
The same safeguards apply to every team that uses Pluno.
Processed in Europe
All data processing happens in Europe.
No training on your data
Models run on Microsoft Azure. Model providers never access your data, and no models are trained on it.
SOC 2 Type 2
Pluno is SOC 2 Type 2 certified.
GDPR compliant
Fully GDPR compliant, with a data processing agreement for business customers.
Read the data processing agreement and privacy policy.
More fintech teams using Pluno
Yes. All data processing happens in Europe, and the models run on Microsoft Azure, so model providers never have access to your data and no models are trained on it. Pluno is SOC 2 Type 2 certified and GDPR compliant.
Yes. AI Workflows let you route topics such as disputes, fraud or account security straight to your team, set priorities and add your own conditions. Pluno follows those rules on every ticket.
Only what you connect. Custom API actions let Pluno call your own APIs mid-conversation to read or update live data, such as a connection or payout status, so answers reflect the customer's actual account.
Yes. Product Agent is a chat widget inside your app. It reads each user's current setup before answering, and can change settings, complete setup and fix configuration issues for them. It learns from your docs and past tickets with no new API to build, and hands suspected bugs to your support team with the conversation and the actions already taken.
Pluno cross-checks your past tickets, help center and connected tools before it replies, and favors the latest successful resolutions. When the evidence is thin, outdated or contradictory, or a business decision is needed, it escalates to your team with a research summary instead of answering. You can see how it would answer your own tickets in a free simulation before going live.
A resolution is a ticket Pluno resolves with no person involved. Escalations never count. A ticket is marked resolved 72 hours after Pluno's last reply if the customer doesn't respond again. Every AI-resolved ticket is tagged in your help desk, and the full list can be exported for any period.
Pluno works inside Zendesk, Intercom, Salesforce Service Cloud, HubSpot and Jira Service Management. It runs as a native app in your help desk, so there is no new inbox, no ticket migration and no change to how your team works.
Pluno supports 50+ languages. Agents can see the sidebar in their own language, whatever language the customer writes in.
Yes. Pluno runs your 50 most recent tickets through the AI and shows, side by side, how it would have answered each one. You see the quality of its answers, any gaps in its knowledge and when it would hand off, all before anything goes live. The simulation is free.
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Pluno runs your 50 most recent tickets and shows, side by side, how it would have answered each one. Free, with no commitment.