Enabling customers to check balances through ChatGPT
Deploy MidLyr to give customers instant access to account balances, transaction history, and spending insights through AI assistants — without building a single new API endpoint.
Capabilities
The workflows your team handles today — MidLyr runs them through AI, with full audit coverage and zero integration risk.
Connect CRM, core banking, and payment platforms into a single reconciliation layer. Records are matched automatically before an analyst opens the case — no tab switching, no PDF comparison. Inquiries that require 45 minutes of manual research today resolve in minutes.
Import your API spec — MidLyr maps CRM, core banking, and payments in days.
Every case is pre-matched across all sources before it lands in the queue.
A browser extension shows the reconciled record directly — no new tools to adopt.
Sampling-based compliance monitoring has a structural ceiling. MidLyr monitors every event continuously — each one scored for risk in real time and routed to the right person based on your escalation thresholds. Detection that previously took days happens within hours.
No sampling. No gaps. Every interaction across every channel.
Real-time scoring routes issues to the right team instantly — not in batches.
Every resolution is logged with a complete record — no separate documentation process.
Every asset your institution ships — rate sheets, promotional banners, email campaigns — has to clear compliance before it goes live. MidLyr reviews each asset against your regulatory ruleset in minutes, with issues flagged at the line level. Campaign timelines that span 12 days today complete in one.
Rate sheets, banners, email campaigns — any format, any channel.
Issues flagged with exact citations: "APY disclosure on line 3 does not match current Reg DD requirements."
Every review and approval is recorded — no separate documentation process needed.
More capabilities
MidLyr handles the full surface area of AI-mediated banking — from account access to revenue generation.
Deploy MidLyr to give customers instant access to account balances, transaction history, and spending insights through AI assistants — without building a single new API endpoint.
Use MidLyr to enable customers to initiate fund transfers through AI chat. Built-in authentication and compliance checks created a complete audit trail for every transaction.
Let customers file Reg E disputes directly through their AI assistant. Evidence gathering, regulatory rule application, and case tracking — all handled conversationally.
Use MidLyr's offer engine to surface targeted credit card offers during natural AI conversations. Customers apply on the spot without leaving the chat.
Book a 30-minute demo and go live in under 6 weeks.