Free trial — no credit card, no commitment.
For bank branches and financial advisors

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.

GDPR · European hosting
AES-256 encryption
Banking secrecy upheld

What branches and advisors deal with every day

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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.

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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?
Yes, fully. MAIA never discloses any confidential information (balance, transactions, products held, personal data). It only qualifies the request (general information, appointment booking, emergency) and relays a message to the advisor — without authenticating the client (which remains handled by the human advisor or the bank's secure channels).
What is MAIA's GDPR status for banking data?
MASOIATECH SAS acts as a data processor within the meaning of Article 28 of the GDPR. We sign a DPA (Data Processing Agreement) with your institution. Data is AES-256 encrypted end-to-end, hosted exclusively in Europe (no US Cloud Act transfer). No client data is used to train third-party AI models.
How does MAIA integrate with our existing CRM/calendar software?
Several options: (1) MAIA sends messages and appointment requests by email to your advisor, who enters them in their usual calendar; (2) on request, we can integrate MAIA with your CRM via API (Salesforce, Microsoft Dynamics, or in-house tools). To be discussed based on your IT constraints and those of your institution.
Who can decide to subscribe to MAIA for a bank branch?
For an independent advisor or a wealth management practice, it's a free decision. For a branch of a banking network, the decision depends on the head office's IT and compliance policy — we can provide everything needed (DPA, GDPR certificates, technical sheet, security) to facilitate the review.
What does MAIA do in the event of a card cancellation or an urgent claim?
For genuine emergencies (card cancellation, claim notification, suspected fraud), MAIA is configured to redirect immediately to your institution's dedicated 24/7 emergency service (short number, cancellation hotline…) — not to handle the emergency itself. No AI intervention on critical operations.
Will my advisors be replaced?
No. MAIA is a complement. It only answers when the advisor cannot (in a meeting, out of the branch, outside hours). Every appointment booked by MAIA lands in the human advisor's calendar. Advice stays human; MAIA only handles filtering and relaying.
How long does setup take for a bank branch?
Between 3 and 7 business days for the basic configuration. For branches subject to head-office validation (DPA, security audit), allow an additional 2 to 4 weeks of procedure. We support you at every step with the necessary documents.
Does MAIA speak other languages?
Yes. The voice engine supports more than 37 languages, including English, German, Italian, Spanish, Dutch and Portuguese. Useful for branches with cross-border or expatriate clients. Default configuration in French, automatic switching at the client's request.

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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