Financial services

Put “service” back in financial services with AI.

Evolve your customer service offering with an enterprise-scale, AI-first support platform.

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Forethought helps financial services companies get their customers answers faster.

  • Solve common customer issues automatically.
  • Accurately label + route tickets.
  • Assist agents with complex cases.
  • Secure your knowledge.

Top financial services companies trust Forethought to deliver the AI-powered customer support their audiences need.


Evolve your customer service offering with true AI.

Resolve simple requests instantly, and get complex ones to the right agent who can solve their requests as quickly as possible.

Resolve simple cases automatically.

Give customers the information they need instantly when they have simple requests like password resets.

Empower customers to self-serve.

Rely on Forethought’s AI to guide customers through complex workflows, such as secure password resets.

Triage more complex customer tickets.

Route high-priority cases to the right team for requests that require an agent, like opening an account.

Assist agents with relevant details.

Give agents the context they need—account details, past ticket history and collective knowledge—to keep customers happy.

Security comes first.

We embed security at every level of our organization
and product development. All of our solutions are ISO 27001
compliant, SOC 2 certified, and GDPR and CCPA ready.

Security at Forethought

One enterprise-level platform for the
entire customer journey.

Forethought delivers solutions that solve simple customer
questions, triage tickets that need an agent and assist
agents in providing experiences that delight customers.

Our platform

Think forward with Forethought.

We’re here to make enterprise-level AI second nature for your business.

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