AI phone handling for your bank branch or advisory practice
MAIA answers for your clients while you're in meetings: qualifying the request, booking appointments, relaying messages to the advisor by instant email. Built in strict compliance with banking secrecy — MAIA never discloses any confidential data.
What branches and advisors deal with every day
The advisor is in a meeting
While they're with one client, their other clients call into the void. Many never call back — and some start thinking about switching banks or advisors.
Outside opening hours
Your clients call in the evening, on Saturdays, during their lunch break — when your branch is closed. With no answer, they feel left behind.
Poorly qualified requests
The advisor spends their callbacks figuring out what the request is really about. Upfront qualification saves precious time for the human and the client alike.
What MAIA does for your branch
An AI phone assistant designed as an intelligent filter, not as a banking operator.
Qualify every call
General information (opening hours, branches, services), booking an appointment with the advisor, an emergency (card cancellation, claim): MAIA identifies the need and routes it.
Book appointments
MAIA takes the appointment request, offers slots based on your schedule, and confirms by email. No client ever puts off their request because they couldn't reach their advisor.
Relay messages
Does the client want to leave a message for their advisor? MAIA notes it, rephrases it for validation, and sends it to the advisor by instant email — with the right context, readable in 10 seconds.
Filter emergencies
Card cancellation, insurance claim, urgent request: MAIA identifies the urgency and forwards it as a priority, or redirects to the dedicated emergency service if you tell us to.
Banking secrecy upheld — what MAIA never does
The banking sector is subject to strict rules (banking secrecy, financial GDPR, anti-money-laundering). MAIA is built to comply with them fully.
- ✕No confidential information is disclosed: no balance, no transaction history, no detail of any financial product held.
- ✕No transaction is ever initiated, validated or modified by MAIA.
- ✕No client authentication (banking security): MAIA never asks for a password, secret code or sensitive banking information.
- ✕No personalised advice on investment or insurance (MiFID II regulation) — any request for advice is systematically routed to the human advisor.
A threefold win for your branch
Retain your clients, free up time for your advisors, and protect your service reputation.
- For your clients: an immediate answer at any hour, the feeling of being taken care of even when their advisor is busy.
- For your advisors: fewer interruptions during meetings, client messages already qualified when they get back, time for deep work.
- For your management: a visible measure of client satisfaction, a brand that stands out for its responsiveness, and zero infrastructure investment.
A budget that is predictable and reasonable
From €79 excl. VAT/month, no commitment, free trial with no bank card. Fully tax-deductible (business expenses). GDPR and European hosting.
Frequently asked questions from banks
Does MAIA respect banking secrecy?
What is MAIA's GDPR status for banking data?
How does MAIA integrate with our existing CRM/calendar software?
Who can decide to subscribe to MAIA for a bank branch?
What does MAIA do in the event of a card cancellation or an urgent claim?
Will my advisors be replaced?
How long does setup take for a bank branch?
Does MAIA speak other languages?
Ready to test it in your branch?
We configure MAIA to your branch's specific hours, services and emergencies in 3 to 7 days. You test it in real conditions, with no commitment.
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