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Where the customer advisor earns its place.

Tuvel Advisor for banks, lenders, wealth managers and insurers, with six customer journeys.

Retail banks

Universal and retail banks with millions of everyday accounts.

For your customers

  • Advice in the app, not only for wealth clients
  • Answers in their own language, without a branch visit
  • Help with bills before they are missed

For your bank

  • Investment conversations that start from salary accounts
  • Fewer calls about bills, instalments and cards
  • Your ceiling and caps on every money action, per segment

Journeys that fit: Salary day, The bill that paid itself, A loan question, in Hindi

Digital banks

App-only banks, where the advisor is the face of the product.

For your customers

  • An advisor that talks, not a help-centre search
  • Budgets in their own currency and terms
  • One voice across everyday money, credit and investing

For your bank

  • A product face under your brand
  • Specialists you can extend with your own agents
  • A record of every step for your risk team

Journeys that fit: A budget in her own currency, Salary day

Lenders and NBFCs

Lenders whose customers have questions long after the loan is approved.

For your customers

  • Their credit standing explained in plain words
  • Instalments and prepayment questions answered any time
  • Balance transfers they understand before saying yes

For your bank

  • Credit applications and prepayments that always wait for the customer’s tap
  • Your own servicing agents, alongside ours
  • Every answer on the record

Journeys that fit: A balance transfer, in plain words, A loan question, in Hindi

Wealth managers and insurers

Firms that want advice to reach beyond the top tier.

For your customers

  • Portfolio check-ins by voice, between adviser meetings
  • Risk profiling in a few questions
  • Monthly investing that fits their profile

For your bank

  • Redemptions and lump sums that always wait for a tap
  • Your own agents for policies and products
  • Every suggestion on the record

Journeys that fit: A portfolio check-in, by voice, Salary day

Six journeys, start to finish.

Each ends with what it means for the bank.

  • Salary day

    Priya, Mumbai
    My salary’s in. What should I do with what’s left?

    The Finance Manager sets aside this month’s bills and finds the cash that would sit idle. The Wealth Advisor suggests a monthly investment for a moderate risk profile. Nothing starts until Priya taps.

    Finance Manager, Wealth Advisor · Level 2, Assisted

    For the bank: Investment conversations that start from everyday salary accounts.

  • The bill that paid itself

    Rajiv, Singapore
    Anything due this week?

    Bills under the limit Rajiv set, inside the bank’s ceiling, are already paid, and the advisor tells him when he opens the app. Anything above the limit waits for his tap.

    Finance Manager · Level 4, Senior On the roadmap

    For the bank: Fewer missed bills, and fewer calls about them.

  • A loan question, in Hindi

    Ramesh, Lucknow
    मेरे लोन की किस्त कब है, और कितनी है?When is my loan instalment due, and how much is it?

    The Credit Advisor reads his loans and the advisor answers in Hindi, in plain words. At level 1 it explains, and shows how to pay in the bank’s app.

    Credit Advisor · Level 1, Observer

    For the bank: Answers in the customer’s own language, without a branch visit.

  • A portfolio check-in, by voice

    Omar, Dubai
    How’s my portfolio doing? Am I too heavy in one place?

    The Wealth Advisor reviews his holdings and flags where risk is concentrated. The advisor talks it through hands-free, and he can stop it at any point. A new investment still needs his tap.

    Wealth Advisor · Level 3, Practitioner

    For the bank: Relationship-style reviews between adviser meetings, for every client.

  • A balance transfer, in plain words

    Sara, New York
    Why is my card interest so high? Can I pay less?

    The Credit Advisor checks her credit standing and lays out a balance transfer: what it costs, what it saves, what changes. Balance transfers always wait for her tap.

    Credit Advisor · Level 2, Assisted

    For the bank: Credit offers customers understand before they say yes.

  • A budget in her own currency

    Emily, London
    Help me set a budget I can actually stick to.

    The Finance Manager drafts a budget from her real spending, in pounds and in her market’s terms. One tap confirms it, and the advisor keeps an eye on her pace through the month.

    Finance Manager · Level 3, Practitioner

    For the bank: One advisor for every market and currency you serve.

See it in 30 minutes.

A walkthrough with the people who built it, on the desk or journey you choose.

Book a 30-min walkthroughPick a time (opens the booking calendar in a new tab)

Or write to demo@tuvel.co.