Hi, I'm Gail, the financial services AI.
I help you sell more, serve Customers 24/7, and give your team their own expert to answer faster, spot opportunities, and stay compliant.
Trusted by teams at:
How Gail Works Across Insurance, Banking, and Finance
Conversational AI for Sales, Marketing, & Support
Gail is available 24/7—by voice, chat, text, email, and WhatsApp—turning every conversation into a chance to sell, engage, and support.
- Books appointments, qualifies leads, and keeps your pipeline full.
- Handles customer questions instantly - from billing to claims submissions and more.
- Talks like your brand, in 10+ languages.
GailGPT On-Demand Experts for Your Team
GailGPT gives your team instant access to AI-powered experts—trained on your business and industry—to answer questions, summarize documents, surface insights, and guide the next move.
- Review policies, loans, and contracts in seconds
- Spot gaps, summarize documents, and explain coverage clearly
- Stay compliant with accurate, audit-ready responses
Turn Real-Time Insights Into Revenue-Growing Actions
Gail finds the moments that drive growth and prevent churn—so your team acts first, closes faster, and never misses what matters.
- Catch renewals before they lapse
- Upsell at the right time
- Spot refinancing candidates before they shop around
Knows the Industry. Learns Your Business in Minutes
Gail combines industry-level intelligence with company-specific customization—so you're up and running fast, and improving every day.
- Upload underwriting guides, claims SOPs, training docs, and more
- Gets smarter with every doc, every question, every interaction
- Onboard the perfect teammate in minutes
How Can Gail Help Your Business?
Sell More Without More Effort
Gail follows up, qualifies leads, and books meetings—so your team closes more without extra work.
Deliver 5-Star Support
Resolve issues instantly, route complex questions, and give every customer fast, helpful service.
Scale Marketing Without Hiring
Launch personalized, on-brand campaigns—automated across upsells, renewals, and more.
Be an AI Expert, No Expertise Required
Gail gives your team the tools and flexibility to use AI like pros—regardless of your background or level of resources.
Make Smarter, Data-Backed Decisions
Gail surfaces insights and opportunities—so your team can move faster and make better decisions.
Your Team's Shortcut to Expert-Level Work
Help every teammate analyze, write, and respond like an expert—at scale.
Gail vs Generic AI
Most AI tools are trained on general internet data—not your industry or your business. Gail is different. It's built for financial services— and tuned to your business.
Compliant + Industry-Specific by Design—Not an Afterthought
Gail goes beyond just checking the normal boxes. It includes full audit trails, explainable outputs, role-based access controls, and confidence-based fallbacks—so every action is secure, traceable, and regulator-ready.
Guardrails That Know When to Stop
Gail is designed to stay in its lane. It knows when to escalate, when to withhold an answer, and when a question falls outside the scope of what's safe or accurate.
Trained for Accuracy, and World-Class Performance
Gail is trained specifically on financial services workflows. That means higher accuracy, fewer hallucinations, and more trustworthy outputs—from policy summaries to loan insights.
Private by Design. Secure by Default.
Your data is never shared, reused, or commingled with other customers. Gail uses robust logical isolation, encryption, and strict access controls to keep your data private and secure.