
51 - 200 employees
Founded 2022
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
Artificial Intelligence • Fintech • B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
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51 - 200 employees
Founded 2022
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
Artificial Intelligence • Fintech • B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
• Own client engagements end-to-end from kickoff through go-live and steady-state • Run discovery and design workshops with product owners, compliance, and operations leads • Translate business requirements into agent flows, node logic, and conversation design • Configure and refine agents directly in the Encore AI platform using flow JSON, conversation/collect/end nodes, and prompt engineering • Present progress, risks, and roadmaps to client stakeholders from project leads to C-suite • Help regulated financial institutions navigate organizational readiness and change management for AI-agent adoption • Surface recurring client needs and field learnings to Product and Engineering • Identify and proactively manage delivery risks involving timelines, scope, and technical blockers • Build documentation, QA frameworks, and reusable implementation playbooks
• 3–6 years in a client-facing, technical delivery role — implementation, deployment, solutions engineering, or technical customer success — ideally at an AI/LLM, SaaS, or enterprise software company • Experience as a delivery/deployment lead shipping AI or data products into production for enterprise clients, or as a solutions engineer/technical PM moving toward the client and business side, or as a strategy/process consultant wanting to own outcomes • Comfort with flow logic, JSON configs, and prompt structure; production coding is not required • Financial services familiarity is a strong plus, including banking, insurance, investment workflows, or regulatory/compliance context such as KYC, SLAs, and risk sign-off processes • English fluency required • Ability to work with Israeli, Australian, and US accounts, with most client-facing work in English • Executive presence with client VPs or C-suite and in technical working sessions • Bias toward ownership, low ego, and high follow-through • Prior LLM prompt engineering or conversational AI design experience specifically is nice to have • Experience in regulated industries beyond finance, such as healthcare or insurance, is nice to have
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