Introducing AI Conversations: Add ChatGPT-style answers to your website. Try now →

Help Customers Find the Accurate BFSI Answers & Products with AI-Powered Conversational Search

In banking & financial services, a wrong answer is not just a poor experience. It costs trust. AddSearch gives your website the AI search experience customers already expect, instant, accurate answers to every financial question, drawn entirely from your own content.

Get A Personalized Demo

AI SEARCH & CONVERSATIONAL CONTENT DISCOVERY FOR BFSI WEBSITES

Your Customers Expect Accurate Answers on Your Website. Instantly.

Today’s banking and insurance customers search your website before they ever speak to an agent. What they find or don’t find determines whether they stay, apply, or leave for a competitor.

Privacy-First

Your institution's content and customer data stay in your environment. Never shared, never used to train third-party AI models. SOC 2 Type II certified.

No AI Hallucinations. Ever.

Every answer comes strictly from your institution's own indexed content. No invented information, no external sources, nothing your compliance team hasn't approved.

Contextual Intelligence

Customers can ask follow-up questions and get answers that build on the conversation, moving from a general product query to a specific eligibility question, without starting over.

Customize Search Results and Generative Answers to Reflect Your Institution's Standards.

From product pages to compliance FAQs, control exactly how AddSearch responds to tone, depth, and follow-up answers, so every interaction reflects your institution accurately and responsibly.

  • Define which content AddSearch can answer from and which content stays excluded
  • Set the tone and depth of answers to match your institution’s communication guidelines
  • Handle follow-up questions with context-aware answers that build on the conversation

Accurate Answers. Verified Sources. Every Single Time.

In financial services, every answer carries weight. AddSearch pulls directly from your institution’s indexed content and cites the exact source, so customers and advisors can verify information instantly, and your compliance team stays in control.

  • Every generative answer links back to the exact page it came from on your site
  • Content governance controls ensure outdated, draft, or restricted pages never surface as answers
  • If an answer isn’t in your content, AddSearch says so clearly rather than guessing

See What Customers Are Asking. Act on Content Gaps With AI Search Analytics.

AddSearch analytics go beyond search clicks. Understand what financial questions your customers are asking, where your content is falling short, and what is driving them to call your contact center instead.

  • Access full conversation logs to see exactly what customers are asking question by question
  • Identify sentiment patterns to understand where customers are frustrated or confused
  • Spot unanswered questions across products, policies, and support content before they become support tickets
  • Track AI answer success rates to see which queries are being resolved and which aren’t

Turn Every Search Into a Step Toward Product Adoption.

A customer searching for a mortgage rate or an insurance policy is already considering it. AddSearch makes sure they find what they need: next product details, eligibility criteria, application steps — and keeps them moving toward a decision.

  • Pin high-priority product pages and promotional offers directly in search results
  • Surface accurate answers that guide customers from product discovery to application
  • Personalize results based on what customers are looking for at each stage of their journey

Implementation Support From Kick-Off to Go-Live and Beyond.

AddSearch manages the entire implementation process, so your team reviews and approves, while we handle the rest.

  • Onboarding, index creation, and UI build managed by AddSearch
  • Prompt engineering and AI answer configuration included
  • CSS styling and CMS integration handled without burdening your IT team
  • Full training provided at go-live, so your team is confident from day one

“A robust search tool that won’t break your budget“

“After evaluating over a half a dozen search vendors, including: Clerk.io, Cludo, Elastic, Swifttype, HawkSearch, Algolia, AddSearch, SearchNode and Coveo, we decided to go with AddSearch. We chose AddSearch because they offered a comprehensive list of search features, specialize in federated search, provide options for personalization and support creation of UI. And they had the shortest implementation time for ease of integration.”

– AddSearch User in Financial Services

Verified by G2

“An excellent service with terrific results and top tier support“

“AddSearch is easy to set up and configure on your website. The API is well documented and easy to understand. The results pages are super fast to respond and can be configured to meet exact requirements of many search types. The speed and attentiveness of the support team is outstanding. They follow up on outstanding tickets, and really listen to feature requests and feedback.”

– Paul P, Professional FX Trader

Verified by G2

“44% of BFSI organizations showed an increase of 21-30% in conversions with site search. ”

The State of Site Search: A Global Study by AddSearch

FAQs About Advanced Site Search for Financial Services

Most BFSI websites rely on basic keyword search; type a term, get a list of links. AddSearch goes further. It gives customers the ability to ask full questions and get direct, accurate answers drawn entirely from your own institution's content. No external sources, no invented information, no compliance risk.

Give Every Customer the Answer They're Looking For. Instantly.

From BFSI content discovery to support queries, AddSearch helps your institution deliver accurate, conversational search experiences that build trust, reduce contact center load, and keep customers moving toward a decision.

Start free trial
Get in touch