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FINANCE

Brevux for Finance.

Secure support platform for financial institutions with account management, transaction support, KYC compliance, and fraud detection.

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5
custom fields preconfigured
4
workflows pre-tuned
Day 1
ready, not weeks
PRE-BUILT FLOWS

Three flows, ready on day one.

Flow 1

Fraud Alert Escalation

Pre-tuned for finance — drop in, customise the copy, ship.

Flow 2

KYC Expiry Reminder

Pre-tuned for finance — drop in, customise the copy, ship.

Flow 3

High-Value Transaction Review

Pre-tuned for finance — drop in, customise the copy, ship.

NATIVO AO STACK

Plays well with your finance stack.

Salesforce Lead-Deal Sync
HubSpot
Salesforce
Shopify
Slack
n8n
PAIN → SOLVE

What hurts today, and what we ship to fix it.

Pain
  • Customers ping about a transaction at 11pm and the agent answers at 9am.
  • KYC re-verification deadlines slip because the reminder lives in one system and the customer in another.
  • Fraud alerts wake up customers with vague SMS and no way to confirm or deny.
Solve
  • Built to auto-respond to common transaction questions in the same WhatsApp thread, escalating to a human when the question is real.
  • Designed to chase KYC documents on the right channel with the right deadline copy and the right compliance audit trail.
  • Engineered to send fraud alerts on WhatsApp with a 1-tap confirm/deny that closes the loop in seconds.
CUSTOMER QUOTE

Pending — we ship case studies as customers go live. Want to be the first finance story we publish? Reply to walid@brevux.com.

CHANNEL STRATEGY

Where finance customers actually are.

We don't make you pick. Connect every channel your finance buyers use, with one inbox and one customer record.

WhatsApp
Email
SMS
O QUE É CONFIGURADO

Finance day-one, preconfigured.

5custom fields
Pre-tuned schema
  • kyc_status
  • fraud_score
  • limit_band
4workflow templates
Battle-tested flows
  • Fraud Alert Escalation
  • KYC Expiry Reminder
  • High-Value Transaction Review
21integrations ready
Stack-native
  • CRM sync
  • Commerce
  • Channels
PERCORRA UM FLOW REAL

Fraud signals, caught conversationally.

1. Fraud alert2. Customer ping3. Verify identity4. Freeze or pass
Trigger
High-risk signal
Action
Ping customer on WhatsApp
AI step
Verify with knowledge prompts
Branch
If: suspicious → freeze

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