Fintech & payments

Transfers, refunds and merchant questions answered inside your controls.

The agent checks transaction status, explains delays and refunds, supports merchants, and hands anything sensitive to your team with the context ready. When data cannot leave the country, it runs on your infrastructure.

B

Boutique Awa

Merchant · Abidjan

WhatsApp

Bonjour, mon versement d’hier n’est toujours pas arrivé. Vous pouvez vérifier ?09:14

Bonjour Awa. Votre versement de 185 000 FCFA du 23 octobre est validé et en cours chez l’opérateur. Il arrive aujourd’hui avant 15 h.09:14

Transaction checkedResolved by agent

Sounds like your support and compliance teams?

  • Tickets on transaction status, refunds and payment delays.

  • Merchants stuck before going live.

  • Compliance reviewing transactions by hand.

What the agent handles for fintechs

  • Transaction status and delays
  • Refunds and disputes intake
  • Merchant support
  • Fraud and gaming detection
  • Operations monitoring

Fintechs already running on Palete

Hub2
of tier-1 support handled by AI
92%
average resolution, down from several hours
Under 3 min
of transactions checked for fraud and gaming
100%
Read the Hub2 story

Financial institution, Côte d’Ivoire

On-premise deployment in production at a financial institution in Côte d'Ivoire.

Fintech & payments use cases running live

See all agents

Fintech

Merchant support, West Africa · Live since January 2026

ServeAfter the sale

Transaction support on Zendesk

Merchants ask where a transaction is, why it failed or how to get a refund. The agent checks the transaction, answers with the status and the timeline, and closes the ticket.

  • Zendesk
  • Transaction data

92% of tier-1 support handled by AI

Market data platform

Investor support, Morocco · Live since October 2026

ServeBefore the sale

Stock market answers on WhatsApp

Investors ask about listed companies: prices, financials, ratios, dividends, shareholders and peer comparisons. Answers come from the client's own market database, in French, English or Darija, and never include buy or sell advice.

  • Client database

Fintech

Merchant onboarding, West Africa · Live since January 2026

ServeAfter the sale

Small merchant onboarding and support

Takes small merchants through business verification, technical integration and go-live, then answers their cash operations questions on WhatsApp and email.

  • Knowledge base

Fintech

Operations team, West Africa · Live since January 2026

ControlAfter the sale

Failed-transaction monitoring

Reads the logs of every failed transaction, groups them by cause and alerts the operations team on Slack and email when a pattern appears.

  • Kibana
  • Slack

Questions we hear from compliance teams

Where is customer data hosted?

Cloud by default, or your own infrastructure.

Is every answer traceable?

Yes, linked to the agent version and sources.

How are sensitive actions handled?

They go to your team with the full context.

See what an agent would handle for your team.

Book a demo with our team: thirty minutes to look at your channels and your volumes, and to show you agents running in production.