Industry guides
AI chatbot for banking and finance websites: the safe zone and the hard limits
On a bank or finance website, an AI chatbot is safe and useful for public information: products, published rates and fees, documents needed, branch hours, how-to steps. It must never touch accounts, credentials or advice. This guide draws that line precisely, shows the handover rules, the security wording, the privacy checks and the content to feed the bot, and how to measure it in the first month.