SOC2 Compliant Chatbot

For small financial and regulated teams that already write their policies down. Wonderchat answers only from your documents, shows the source on every reply, and hands over to a person when it can't find the answer. Security: SOC 2 Type II, GDPR, EU-hosted in Frankfurt, HIPAA BAA available.

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Why Small Financial Teams Choose a SOC 2 Chatbot

When customers ask about fees, policies or how a product works, the wrong answer is a real problem. Small teams usually answer from Gmail, a shared channel and memory, and the answer depends on who picks it up. Wonderchat answers only from the policy and product documents you give it, and shows the source on every reply. If your documents don't cover the question, it says so and hands over to a person with the full conversation. You can also see which questions your documents couldn't answer. Security: SOC 2 Type II, GDPR, EU-hosted in Frankfurt, HIPAA BAA available.

AI agent avatar of a smiling woman with wavy hair on a lilac background

Emily

AI Agent

Wonderbot

Welcome to Wonderchat! How can I help you today?

hey iโ€™d like to upgrade to enterprise please

Wonderbot

Sure, please hold on for a second.

Retrieving account details...

Please confirm that you would like to upgrade to Wonderchat Enterprise. Your Visa card ending in 1234 will be charged $480.00 a year.

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Easy 5 minute set-up

How Wonderchat Works

Wonderchat chat bubble icon
Shield badge showing Wonderchat is GDPR and SOC 2 compliant

Security

SOC 2 Type II, GDPR, EU-Hosted in Frankfurt

Wonderchat has SOC 2 Type II, GDPR, EU-hosted in Frankfurt, HIPAA BAA available. Ask for the details your security review needs before you connect any documents.

SOC 2 Type II

GDPR, EU-hosted in Frankfurt

HIPAA BAA available

Wonderchat chat bubble icon
Wonderchat connects to Word, PDF, video files, Shopify, SharePoint, YouTube, PowerPoint, Google Drive and Excel to train your AI agent

Your Policies

Train It on Your Own Policy Documents

Connect your website and help center, upload PDF and Office files, or connect Google Drive. SharePoint is available from Scale. The agent answers only from what you connect.

PDF and Office files

Website and help center

Google Drive, SharePoint from Scale

Wonderchat chat bubble icon
Magnifying glass over a website, showing the AI agent searching site content

Answers You Can Check

Source Shown on Every Reply

Every answer shows the policy page or file it came from, so you and your customer can check it. If your documents don't have the answer, Wonderchat says so instead of guessing.

Source shown on every reply

Answers only from your content

Says when it can't find the answer

5-minute set up with our native integration

Start for Free: Set Up Your SOC 2 Chatbot the Same Day

1

Create your AI chatbot โ€“ Pick the perfect AI model fit for your support needs.

2

Train AI with Docs, FAQs & Policies โ€“ Upload knowledge base files and site links.

3

Customise Workflows & Escalation Rules โ€“ AI handles what it can, and escalates what it canโ€™t.

4

Monitor & Optimise with Analytics โ€“ See where customers get stuck and fine-tune responses.

Wonderchat chat bubble icon
AI agent escalating a flight cancellation question to a human colleague with an email follow-up form
AI agent handing conversations from WhatsApp and Instagram over to a human in the help desk

A Person Takes Over

Hand Over Sensitive Questions With the Full Chat

When a question needs a person, such as a specific account or a judgment call, Wonderchat passes the conversation to your team with everything already said, in the help desk or unified inbox.

Full conversation passed on

Help desk and unified inbox

Slack and Microsoft Teams from Starter

Wonderchat chat bubble icon
Analytics dashboard showing customer satisfaction score, resolution rate and resolved chats

Know What It Couldn't Answer

See Every Conversation and Every Gap

Read the conversations your customers had with the agent, and see the questions your documents couldn't answer. Add the missing policy text and the next reply is covered.

Full conversation history

Unanswered questions listed

Fix gaps in your own content

40+ Languages

Starts at $0.02/message

Available 24/7

Start for free

14-day free trial. No credit card required

Testimonials

Businesses with successful customer service start

with Wonderchat

Industry Grade Compliance

Wonderchat is GDPR compliant and AICPA SOC 2 Certified.

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Wonderchat AICPA SOC 2 compliance badge

FAQ

How does Wonderchat ensure AI accuracy for financial services?

By limiting what it can say. It answers only from your own policy and product documents and shows the source on every reply, so each answer can be checked. When the answer isn't in your documents, it says so and hands over to a person. You also see the questions it couldn't answer, so you know which policy text to add.

Can Wonderchat integrate with existing financial systems?

Wonderchat connects to Slack, Microsoft Teams and WhatsApp from Starter. From Basic it syncs contacts with HubSpot and tickets with Zendesk and Freshdesk. It reads your documents and answers questions. It does not take actions in other systems.

What types of financial institutions use Wonderchat's SOC 2 chatbot?

It is built for small teams with written policies who get the same customer questions again and again, such as fintech startups, advisory firms, brokers and small lenders. Jortt uses Wonderchat to resolve about 92% of about 30,000 monthly inquiries.

How quickly can I deploy a SOC 2 chatbot?

80% of Wonderchat agents that go live do so the same day. Connect your policy documents, test the answers on questions you know, then put it live. Start on the free plan, which refills 50 AI replies every month, with no credit card.

FAQ

How does Wonderchat ensure AI accuracy for financial services?

By limiting what it can say. It answers only from your own policy and product documents and shows the source on every reply, so each answer can be checked. When the answer isn't in your documents, it says so and hands over to a person. You also see the questions it couldn't answer, so you know which policy text to add.

Can Wonderchat integrate with existing financial systems?

Wonderchat connects to Slack, Microsoft Teams and WhatsApp from Starter. From Basic it syncs contacts with HubSpot and tickets with Zendesk and Freshdesk. It reads your documents and answers questions. It does not take actions in other systems.

What types of financial institutions use Wonderchat's SOC 2 chatbot?

It is built for small teams with written policies who get the same customer questions again and again, such as fintech startups, advisory firms, brokers and small lenders. Jortt uses Wonderchat to resolve about 92% of about 30,000 monthly inquiries.

How quickly can I deploy a SOC 2 chatbot?

80% of Wonderchat agents that go live do so the same day. Connect your policy documents, test the answers on questions you know, then put it live. Start on the free plan, which refills 50 AI replies every month, with no credit card.

40+ Languages

Starts at $0.02/message

Available 24/7

Start for free

14-day free trial. No credit card required