How many times have you wished you could simply ask your bank a question - and get a real answer?

To know where your money went, what changed this month, or how much you can save - instantly and clearly.

Today, our team has made that possible.

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Conversational Banking, Built on Truth

The Lune AI Financial Assistant lets users speak to their bank account and receive instant, data-backed answers drawn directly from their own transactions.

It lives securely within the bank’s app - powered by Lune’s Enrichment and Model Context Protocol (MCP) - so every response is accurate, verified, and contextually aware.

Nothing leaves the bank’s systems. Nothing is assumed.

Every output is grounded in the truth already embedded in transaction data.

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Powered by Verified Transaction Data‍

• The Financial Assistant builds on Lune’s proprietary transaction enrichment engine, which classifies and standardizes billions of transactions with precision. Our MCP layer then interprets this enriched data, enabling contextual understanding and conversational responses that reflect a user’s actual financial activity.

• The result is an AI assistant that understands your money the way you do - not through generalization or inference, but through structured, enriched data unique to you.

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From Data to Dialogue

The Lune AI Financial Assistant transforms how users interact with their finances.
Instead of navigating statements or charts, customers can simply ask:

• “Where did I spend the most this month?”

• “How has my savings changed since last quarter?”

• “What subscriptions increased my spend?”

Each answer is generated in real time, contextualized through enrichment, and surfaced in clear, natural language.

It makes financial management intuitive, transparent, and human.

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Privacy and Precision by Design

Unlike typical chatbots or generic AI assistants, the Lune AI Financial Assistant is built to work within a bank’s existing systems. That means all processing happens inside the bank’s secure environment, ensuring customer privacy and regulatory compliance.

Every output is based on enriched, labeled, and categorized data, not unverified guesses or model assumptions.

The result: AI-powered conversations that are trustworthy, explainable, and compliant.

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Humanizing the Banking Experience

With the Lune AI Financial Assistant, customers experience a new level of clarity and control.

Banks gain an intelligent engagement layer that builds loyalty and insight through everyday conversations.

By bridging data intelligence and natural interaction, Lune brings human understanding to financial systems - making managing money feel effortless, personal, and intelligent.

Because that’s the way it should be.

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About Lune

Lune Technologies is an AI-driven engagement and hyper-personalization platform for banks and fintechs, built on insights from over 1 billion transactions.

Our solutions help financial institutions unlock the full potential of their data - transforming transactions into intelligence that drives growth, personalization, and trust.

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