Tag "Financial Services"

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Payments Processing Financial Services

Transaction processing: what is it and why it matters

Most businesses don't spend much time thinking about what happens behind a card payment. A customer taps or clicks, the payment goes through, and the money reaches you. But behind every payment, a lot happens behind the scenes.

5 minutes read Sep 21, 2026
AI-now and future Financial Services

Meta Business Agent: eligibility, setup, and what changes once it's live

You've decided to try Meta Business Agent. Before it goes live on your WhatsApp number, here's what actually needs to happen: eligibility, setup order, and what changes for your team the moment it takes over.

4 minutes read Sep 21, 2026
blog-ai-agents-live Financial Services

Your Customer Conversations Are Full of Data. The Problem Is You Learn From Them Too Late.

Your customers tell you what they want, what went wrong and how they feel about your products every day. Most of that information is hidden inside conversations. AI makes it possible to turn those conversations into structured customer data in real time. Here is how we do that at CM.com.

5 minutes read Sep 10, 2026
sign-secure-banking Financial Services

AI in customer service: 4 things to have in place for privacy, security, and compliance

AI Agents retrieve customer data, update appointments, and take actions in your systems. That puts privacy, security, and compliance front and center. Four questions determine whether your project stalls for months or goes live fast. Here’s what to arrange, and how HALO helps.

8 minutes read Sep 02, 2026
whatsapp business agent Financial Services

Meta ships its own AI agent: what Meta Business Agent is, and where it fits

AI agents on WhatsApp, Instagram and Messenger aren't new, but Meta now supplies its own. Here's what Meta Business Agent does, what it costs, and how it compares to CM.com's own agentic AI platform, HALO.

6 minutes read Sep 02, 2026
chatbots-vs-livechat Financial Services

The largest AI model is not the best for your customer service.

When choosing an AI model, the logic seems simple: select the smartest model available. This is especially true if that model tops the industry benchmarks. However, this logic does not always apply to customer service.

7 minutes read Aug 21, 2026
Ask HALO Financial Services

Meet Ask HALO: the AI assistant that builds, improves and maintains your agents

Ask HALO builds, debugs and maintains AI agents from inside HALO Studio, with full access to your agents, tools and conversation history. See how CheapCargo, Preston Palace, Winparts and Intergamma use it.

5 minutes read Aug 03, 2026
blog-interview-halo-customer-service Financial Services

Why the vendor behind your AI agent matters as much as the agent itself

The race to deploy AI agents in customer service is moving fast, and so is the market of vendors offering to help you do it. There's genuine innovation happening across the board. But as AI agents move from pilots into production, the question that separates successful deployments from expensive lessons is less about the technology itself and more about the foundation it's built on: who is actually behind the platform?

4 minutes read Jul 02, 2026
WhatsApp RCS Financial Services

Your customer received your SMS. Now what?

You've been sending SMS messages to your customers for years. Delivery rates are high, they work on every phone, and your customers are familiar with the channel. SMS does exactly what it's supposed to do. But that's also the problem: SMS delivers messages, it doesn't start conversations.

6 minutes read Jun 29, 2026
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