Client communication that meets the bar your industry requires
Account alerts, loan updates, portfolio summaries, and advisor correspondence in 45 languages. Built for the precision finance demands.
Choose a template
Account Alert
Why Finance & Banking teams use Kerna
Client correspondence requires absolute precision — small wording errors create real liability
Fraud alert notifications need clarity without panicking clients
Tax document availability emails are repetitive yet legally important
High-net-worth clients expect bespoke communication, not template-feeling messages
Multilingual clients increase the operational burden on staff who may speak only one language
Mortgage and loan correspondence requires careful regulatory phrasing
Built around how Finance & Banking teams actually work.
Formal register tuned for finance
Finance communication has a particular voice — careful, precise, professional. Kerna's formal tone is calibrated for the standard your industry expects.
Privacy-first by design
Email content is processed in real time without storage. Client financial details remain inside Gmail — critical for regulatory compliance and trust.
Smart extraction for transaction data
Pull Account Numbers, Transaction IDs, Hourly Rates, Project Budgets, and Contract Scope from incoming emails — structured data for your CRM.
45 languages for international clients
Cross-border banking, wealth management for international clients, foreign investment correspondence — handled in the client's preferred language.
Your Finance & Banking inbox, sorted the way you sort it
Kerna starts you with five categories built for this industry and hands them to you in your own language. Rename them, rewrite them, or add one of your own. Nothing is fixed and nothing is saved until you say so.
Every common Finance & Banking email, drafted in one click.
Pre-configured email scenarios from Kerna's add-on, tuned for your field.
The Finance & Banking documents Kerna already recognises
Five document types with the fields already named, so the first extraction works before you have configured anything. Add your own fields on top. Gmail exports to Google Sheets, Outlook to Excel, a new file every time.
Bank statement
12 fieldsPlus one row per line: Description, Date, Reference, Debit, Credit, Balance
Loan agreement
19 fieldsKYC or ID document
9 fieldsInvestment report
12 fieldsPlus one row per line: Description, Date, Reference, Debit, Credit, Balance
Payment instruction
12 fieldsRun it on the next Finance & Banking document that arrives
Free to start, in the inbox you already use. Gmail exports to Google Sheets, Outlook exports to Excel and can take every attachment on a message in one pass.
Frequently asked questions
Is Kerna suitable for regulated financial communications?
Kerna assists with drafting — your compliance team reviews and approves outgoing communications, as they always have. Kerna does not transmit client data to external storage. For specific regulatory questions (MiFID II, FINRA, etc.), consult your compliance officer.
How does it handle different regulatory disclosure requirements?
Use Custom Templates to lock in required disclosures, disclaimers, and regulatory language. Templates ensure mandatory clauses appear in every relevant communication — Kerna fills in client-specific details while preserving required boilerplate.
Is the privacy model adequate for client financial data?
Kerna processes email content in real time and retains only anonymous usage metrics. No client names, account numbers, or financial details are stored on Kerna servers. Review our DPA for institutional contracts.
Can teams in different regions share templates?
Yes. Business and Enterprise plans support team-wide template libraries. Regional teams can have separate template sets with appropriate local regulatory language.
Ready to upgrade your Finance & Banking email workflow?
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