BubblaV LogoBubblaV
ENSV

IndustryWhat the chatbot and Copilot do in your line of business.

Finance & Insurance AI Chatbot

Answers to sensitive customer questions, from your own content.

Start FreeView Pricing

Built for finance & insurance

Banks, fintechs, insurers, and advisors need correct, on-brand answers about products, policies, and processes. The BubblaV chatbot answers from the content you give it and hands questions you choose to a person. Copilot drafts your team's reply, and a person checks it before it goes out.

Who it's for:

Fintech, banks, insurance, accounting firms, and financial advisors.

Works with your stack

  • HubSpot
  • Attio
  • Zendesk

See it in action

Every answer is grounded in your own content.

BubblaV·bubblav.com
Answer policy
Answer from
Your own content
Policy docsProduct termsFAQ
Handoff rule
Account-specific questions (balances, claims, personal data) → routed to a licensed team member with full context.
Told not to invent figures — questions you choose go to a person.
Is my deposit protected if the bank fails?
Yes. Deposits are protected up to €100,000 per depositor under the national deposit guarantee scheme, in line with EU Directive 2014/49/EU.
What about my specific account balance?
That's account-specific, so I'll connect you with a licensed team member who can help — transferring the full conversation now.

Answers come from the content you give the chatbot, and questions you choose go to a person through handoff rules (Pro).

What can BubblaV do for finance & insurance?

Two helpers, one knowledge base: an AI chatbot that answers your visitors, and Copilot (Pro), which helps your team in the dashboard and mobile app. Here is what people ask them.

Your visitors ask the AI chatbot

Clear answers from your own content

  • “What is the difference between your two home insurance plans?”
  • “Which documents do I need to file a claim?”
  • “What fees do you charge for international transfers?”
  • “I want to talk to an advisor about my policy.”

Your team asks Copilot

Drafts that your team checks before sending

  • “Draft a reply based on our published claims process.”
  • “Show this customer's HubSpot record.”
  • “Translate this message from German and draft a reply.”
  • “Which questions did customers ask most this month?”

Common finance & insurance pain points, taken off your plate

  • Many customers ask the same product, rate, and policy questions.

    Answers from your own content

  • Every answer must be correct and follow your rules.

    Smooth handoff to a person

  • Complex cases need a person, fast.

    Inquiry capture

What BubblaV does for you

Built for finance & insurance.

  • Answers from your own content

    The chatbot answers from the content you give it: your site, files, and Q&A. It is told not to invent details and to stay careful when it is unsure.

  • Smooth handoff to a person

    Questions you pick, such as account-specific ones, go to your team through handoff rules (Pro), with the full chat attached.

  • Inquiry capture

    The chatbot collects requests for quotes, consultations, and account questions.

Works with your stack

BubblaV connects to the tools finance & insurance teams already use.

Finance & Insurance FAQ

How BubblaV works for finance & insurance.

Is BubblaV suitable for regulated finance and insurance?

The chatbot answers from the content you give it, and you set handoff rules (Pro) that send case-specific questions to a person. Your team reviews Copilot drafts before they are sent. Review your own compliance needs before you use it in regulated workflows.

Try BubblaV for Finance & Insurance — free

Add an AI chatbot that knows your business to your site in minutes. Copilot for your team comes with Pro. No credit card.

Start FreeExplore all solutions