for Financial Services
AI support agents built for financial services
4 ways Duckie transforms financial support
Account inquiries
Balance checks, transaction history, statement requests, account settings
Duckie handles the routine inquiries that make up 60% of your ticket volume. Every interaction starts with identity verification. Every response is logged. Sensitive data is masked in records. Customers get answers in seconds instead of waiting in phone queues.
With Duckie you can
Grid
Fintech · Member Support
Ticket Automation Rate
Manual
Before
91%
With Duckie
Case Study
How Grid automates 91% of member support and handles 70,000+ tickets a month without growing the team
Grid needed to keep hitting their 24-hour SLA without doubling headcount. Duckie ingested their ticket history, wrote its own runbooks, and went live in weeks. Now 91% of daily inquiries resolve end-to-end — 75% in under five minutes — across 70,000+ monthly tickets, with zero new agents hired.
How it works
AI automation that
actually passes InfoSec and Compliance.
Standard AI support tools are a regulatory nightmare. Duckie is built for zero-trust environments where every action must be auditable and every byte of customer data must be protected.
Hi, my name is John Smith and my account #4521-8837 was charged $429.00
Hi, my name is [REDACTED] and my account [REDACTED] was charged [REDACTED]
PII masking
Strict PII masking
Customer data never reaches external LLMs unmasked. All personally identifiable information is redacted before processing and restored only in secured, access-controlled outputs.
Audit trails
Compliance-ready audit trails
Every automated action, document OCR, and API call generates a timestamped, tamper-proof audit trail. Your risk team gets CFPB-ready records without manual documentation.
Architecture
Zero-trust architecture
Built for regulated environments. Role-based access controls, encrypted data at rest and in transit, and SOC 2 Type II certification. Passes InfoSec review on the first try.
Built for the regulatory standards
of financial services.
Every action logged. Every decision traceable. SOC 2 Type II certified.
