# Mihu AI — Financial Services

Financial Services AI

# Elevate Client Service with Secure AI Automation

From account inquiries to fraud alerts, Mihu AI delivers compliant, personalized support across every channel—so your team can focus on high-value relationships.

Schedule Demo (https://mihu.ai/contact) View Case Studies (https://mihu.ai/case-studies)

Security controls

Privacy-focused workflows

Bank-Grade Encryption

Fraud Alert Resolved

Card verified • 12s

+42% CSAT Score

vs. last quarter

AI Banking Assistant

Secure Line

Michael Thompson

Account Inquiry

01:47

"I noticed a charge I don't recognize on my statement from yesterday. It says 'Digital Services LLC' for $89.99. Can you help me check if this is legitimate?"

94%

First Call Res.

<20s

Auth Time

+38%

Containment

Why Financial Institutions Choose Us

## Built for Regulated Industries

Enterprise security, regulatory compliance, and intelligent automation designed for banks, credit unions, and financial advisors.

Security

### Enterprise Security

Use configurable access, encryption and audit controls to support your organization’s security requirements.

Core Banking

### Deep Integrations

Seamless connections to FIS, Fiserv, Jack Henry, and all major core systems. Real-time account data at your AI's fingertips.

100% Compliant

### Regulatory Ready

Built-in compliance for TCPA, Reg E, FDCPA, and state regulations. Full audit trails and disclosure management.

Core Capabilities

## Everything Your Institution Needs

Purpose-built components for banks, credit unions, and wealth management.

Account Services

Balances, transactions, statements

Fraud Detection

Real-time alerts & verification

Card Management

Lock, unlock, replace cards

Loan Servicing

Payments, payoffs, modifications

Use Cases

## AI Built for Financial Services

Explore how Mihu AI handles real banking scenarios with security, compliance, and intelligence.

Banking

Account Services

Security

Fraud Prevention

Lending

Loan Support

Investments

Wealth Management

Recovery

Collections

Most Popular

### Account Services

Handle balance inquiries, transaction lookups, and account management with secure authentication and real-time core banking data.

-72%

Call Volume

94%

Containment

Key Capabilities

#### Secure Auth

Voice biometrics and MFA verification

#### Balance Inquiry

Real-time account balances and available funds

#### Transaction History

Search and explain recent transactions

#### Fund Transfers

Internal transfers with confirmation

Workflow

1

Authenticate

Verify identity

2

Retrieve

Fetch account data

3

Assist

Answer inquiry

4

Document

Log interaction

Security

### Fraud Prevention

Proactive fraud alerts, real-time transaction verification, and instant card controls to protect your customers and reduce losses.

-58%

Fraud Losses

12s

Avg Response

Key Capabilities

#### Proactive Alerts

Instant SMS and call for suspicious activity

#### Transaction Verify

Confirm or deny charges in conversation

#### Instant Card Lock

Freeze cards immediately via voice or text

#### Dispute Filing

Initiate Reg E disputes automatically

Workflow

1

Detect

Flag suspicious

2

Alert

Contact customer

3

Verify

Confirm or deny

4

Resolve

Block or approve

Lending

### Loan Support

Mortgage and consumer loan servicing with payment processing, payoff quotes, and hardship assistance—all with full Reg Z compliance.

+34%

Self-Service

-41%

Delinquency

Key Capabilities

#### Payment Processing

Accept payments via voice and text

#### Payoff Quotes

Real-time calculations with good-through dates

#### Due Date Changes

Self-service payment date adjustments

#### Hardship Options

Forbearance and modification screening

Workflow

1

Identify

Verify borrower

2

Retrieve

Loan details

3

Process

Payment or request

4

Confirm

Send receipt

Investments

### Wealth Management

Support wealth and investment clients with portfolio updates, appointment scheduling, and secure document delivery.

+28%

Client Touch

4.8?

NPS Score

Key Capabilities

#### Portfolio Updates

Account values and performance summaries

#### Advisor Scheduling

Book meetings with financial advisors

#### Document Delivery

Secure statement and tax form access

#### Market Updates

Personalized market insights and alerts

Workflow

1

Verify

Authenticate client

2

Retrieve

Portfolio data

3

Inform

Share insights

4

Connect

Schedule advisor

Recovery

### Collections

Compliant early-stage collections with payment arrangements, hardship screening, and FDCPA-safe conversations.

+47%

Right Party Contact

+31%

Promise to Pay

Key Capabilities

#### Outbound Campaigns

TCPA-compliant automated outreach

#### Payment Plans

Set up and manage payment arrangements

#### Hardship Screen

Identify customers for loss mitigation

#### FDCPA Compliant

Full regulatory compliance built in

Workflow

1

Outreach

Contact customer

2

Verify

Right party ID

3

Negotiate

Payment options

4

Arrange

Set up plan

Live Demo

## See Mihu AI in Action

Secure, compliant conversations that build trust and resolve issues.

Voice Transcript

Fraud Alert

Hello, this is First National Bank's security team calling about your account ending in 4829. We detected an unusual transaction. For your security, can you verify the last 4 digits of your SSN? AI Agent • 00:03

It's 7392. Customer • 00:12

Thank you, Michael. We noticed a charge of $892 at Electronics World in Miami. Did you make this purchase? AI Agent • 00:18

SMS Preview

Account Alert

?? First National Bank: Your checking acct ***4829 balance is $1,247.32 as of 3:45 PM.

Reply:

?? TRANS - Recent transactions

?? CARDS - Card controls

?? CALL - Speak to agent SMS Template

TRANS Customer

Last 3 transactions:

• -$45.67 Amazon 12/29

• -$82.30 Shell Gas 12/28

• +$2,500.00 Payroll 12/27

Reply MORE for additional transactions. AI Agent

## Ready to Transform Client Service?

Join financial institutions that have reduced call volume by 72% while improving customer satisfaction.

Schedule Demo (https://mihu.ai/contact)
