We help financial companies attract and serve customers
We build AI-based conversational agents that help financial companies better connect with the customers, answer their questions immediately and interactively, address concerns, and recommend the highest value, best suited products for each customer.
Running the show
Owen and Arun used to have an informal group of some really smart finance, legal, and tech geeks. We shared financial tips we researched in depth - ya know, a bunch of guys meeting on Saturday afternoons over beer to talk about the best rewards card or high yield bank savings account.
We found that the web was filled with junk advice and product placements, not stuff that was really looking out for the consumer, and it took an expert like a CFA or lawyer to distinguish between products to get the 2-3 best ones.
Our friends and family constantly came to us for advice. So we decided to build an AI voice or text agent to help people with this, like Samaneh, who understands web marketing, digital acquisition, and other stuff much better than we do. We are now a startup in the Berkeley Skydeck Accelerator.
Things Caz can do
Find the best credit cards for your spending habits
Compare cards on the fine print nobody reads
See if there are better cards than what you have
Get the most out of your cards
See what cards you quality for
Find the good card companies, avoid the losers
Why we built Caz
We built Caz for our friends and families, who always ask us for advice. They loved it so much we're sharing it with you. As a bunch of finance, legal, and tech geeks we knew all the best credit cards and how to play the rewards systems to get the biggest bang for the buck.
Who the heck is Caz?
Caz is a voice chatbot with an AI brain and lots of attitude. He’s on a mission to make junky credit cards go away.
What can he do?
Caz is a voice chatbot that helps you get the best credit card. He’s like your super smart friend that knows everything about something random. . . like credit cards. He’ll ask you questions and figure out what’s the best card for you. He won’t BS you.
How do I know his advice is legit?
Caz is an AI super brain and works with a human team of finance and legal geeks. Caz and his team consult and analyze all these sources in making their recommendations:
JD Power: The premium ranking service for consumer products like cars, bank products and credit cards.
Consumer Reports: A totally independent, non-profit testing agency that ranks hundreds of products every year.
Consumer Financial Protection Bureau (CFPB): A government agency that collects millions of consumer reviews and helps people deal with their banks, card companies and other financial providers. Caz goes through about 1,000,000 customer complaints to the CFPB about financial products.
Federal Deposit Insurance Corporation (FDIC): This is the government regulator that examines banks internal accounts to make sure they are safe and stable.
Credit Card's Legal Terms and Conditions: This is the fine print that trips people over. All the rules by which customers have to abide in order to use the card.
Can I really trust Caz?
We made Caz for our friends and family. We want people to get the same advice we give to the people we really care about. Our facts and logic are open and transparent - look at them and come to your own conclusions.
How does Caz work?
Caz uses advanced machine learning and NLP technology. We use Google Cloud Services and AWS, and have our own credit card domain specific knowledge base to answer questions.
Why does Caz want to help me? Does he get a kickback?
Caz likes to help people. It really upsets him when people get bad cards or leave money on the table for the card companies. Read our Advertiser Disclosure for more information.
Does Caz creep on me and collect all my information?
Caz likes to collect a bunch of information to help you find a great card, but he generally doesn’t want to know your name or any private information (anything not relevant to a card decision). You can give him as much or as little information as your paranoid heart desires.