Onfre for Fintech & insurance
Fast answers, with the controls finance needs
Customers want quick answers about transactions, cards and policies. Onfre answers from your approved content and account data, and never gives financial advice. Every action is logged, and anything sensitive needs a person's approval.
Anxious customers
A failed payment or a blocked card is stressful. Onfre explains what happened right away instead of leaving people waiting.
Strict rules
Approval thresholds, audit logs and topics that are off-limits are built into how Onfre works, not bolted on.
Repeat status checks
Refund, KYC and claim status questions are lookups. Onfre answers them so your team can focus on real cases.
What it answers
The questions that fill your inbox today
Onfre answers these from your own documents and systems, in the customer's language, any time of day.
- My UPI payment failed but money was debited.
- What's the status of my KYC?
- How do I block my card?
- When will my claim be settled?
- Why was I charged this fee?
- How do I update my nominee?
- Can I download my policy document?
- Is my EMI due date changing?
Example conversation
Fictional business · answered by Onfre
UPI payment failed but money got debited 😟
I'm sorry for the worry. I can see the ₹2,450 payment on 30 Oct failed at the bank's end. The money is already on its way back and should reach your account by 2 Nov. I'll message you once it's credited.
What it does
Actions it takes, and lines it never crosses
Onfre can
- Check transaction, refund and claim status
- Temporarily freeze cards
- Share statements and policy documents
- Explain fees from your published schedule
- Start KYC and document requests
- Raise disputes with full context
Always handed to a person
- Any request for investment or financial advice
- Fraud reports and account takeovers, as urgent
- Disputes above your approval limit
- Complaints that must follow your grievance process
Works with
- Core banking / policy system
- Payment gateway
- Salesforce
- Zendesk
- WhatsApp Business
FAQ
Fintech & insurance questions
No. Requests for advice or recommendations are blocked and handed to licensed staff where your process allows it.
Let Onfre take tonight's shift.
Connect WhatsApp, point Onfre at your help docs, and see it draft answers to your real tickets before any customer does.