FIRST MONTH FREE, in celebration of our seed round.

Unified AI for Client Support
& Staff Training

Upload your documents once, and let the AI handle everything—instantly answering customer questions and training new staff so your senior managers save hours every week.

30-day free trial. No credit card required.

Built for the Financial Sector

Tailored workflows for high-stakes environments.

Insurance Agencies

Insurance Agencies

Train new agents faster and ensure every policy answer is accurate and consistent.

Reduce onboarding time by 40%
Private Equity / VC

Private Equity / VC

Centralize fund details, LP FAQs, and deal structures. Answer internal analyst queries instantly.

Instant Fund Knowledge Base
Fintech

Fintech

Provide 24/7 support with compliance-safe replies. Improve CSAT while reducing ticket volume.

24/7 Automated Support

Why Finance Teams Choose DUCKHUB

Standard AI prioritizes creativity. Duckhub prioritizes strict accuracy.

Standard AI

Standard AI

THE RISK

Standard AI Chat Example

Invents numbers and fees.

Doesn't tell you where the info came from.

Might use public internet data.

RECOMMENDED
Duckhub Engine

DUCKHUB Engine

COMPLIANCE SAFE

Duckhub Engine Chat Example

No Guessing: Answer ONLY based on your documents.

Shows the Proof: Can link to the specific page in the file (when asked).

Stays on Topic: Won't answer anything outside the file.

From Documents to Answer in Minutes

Upload Sources

1. Upload Sources

Ingest PDFs, SOPs and policy docs securely.

Train & Verify

2. Train & Verify

Set tone rules, define restricted answers, and establish compliance boundaries.

Deploy Anywhere

3. Deploy Anywhere

Launch in internal Portal for staff or external Whatsapp/Web for clients.

One Intelligence Engine. Two Powerful Modes.

Use the same uploaded documents to power two distinct experiences.

MODE 1: EXTERNAL
Client Support Bot

Client Support Bot

For institutional clients asking about products, rates, or policies. Focuses on speed, brevity, and strict compliance.

Ticket Deflection:Handle 80% of Tier-1 queries without human intervention.
Strict Guardrails:Never speculates. Only quotes the PDS/Policy docs.
24/7 Availability:Instant answers for global clients in any timezone.
MODE 2: INTERNAL
Active Mentor

The "Active Mentor"

For new agents and junior staff. Acts as an always-available mentor for onboarding and complex fund queries.

Accelerate Onboarding:New joiners learn fund structures by "chatting" with the documents.
Manager Focus:Senior staff stop answering basic questions and focus on high-value tasks.
Deep Dives:Allows complex, multi-part questions to help staff understand the "Why" behind policies.

How we keep it safe:

Retrieval-Augmented Generation (RAG)

We don't just let the AI 'guess'. We force it to look up the answer in your trusted documents first.

Ingest & Index

Ingest & Index

We connect to your Knowledge Base and turn them into a searchable vector database.

Retrieve Context

Retrieve Context

When a user asks a question, we first find the exact paragraphs in your docs that contain the answer.

Generate with Guardrails

Generate with Guardrails

We send the question + the specific paragraphs to the AI Model with strict instructions: "Answer using ONLY this text."

system_prompt.json
role: "system",
content: "You are a helpful banking assistant for [Bank Name].

"You must answer the user query based ONLY on the following CONTEXT retrieved from the knowledge base.
If the answer is not in the context, you must reply: 'I cannot find that information in our current policy
documents. Would you like to speak to an agent?'"

{{ retrieved_context_chunks }}",

temperature: 0, // Strict determinism
max_tokens: 150,
top_p: 1.0,
frequency_penalty: 0,
presence_penalty: 0

Ready to lower your ticket volume?

Connect our Answer Engine to your backend in minutes.

DuckHub AI

DuckHub AI

Online

Hi there! I am DuckHub AI. How can I help you today?

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