Smarter Support with AI: Meet Genie, Our New AI-Powered Assistant

At CheckAlt, we’re using AI not just to drive innovation—but to make everyday payment operations more efficient for our clients. In our latest video, Satish Thopte joins Theresa Freas to introduce Genie, our new AI-powered help assistant built into our Merchant Portal. 

The goal: Give users 24/7, self-service access to the information they need—right when they need it. 

AI-Powered Support for Clients 

Genie is designed to simplify client support by delivering real-time answers to everyday questions—from how to navigate a portal page to where to find the latest release notes. Trained on CheckAlt’s own knowledge base and verified by our subject matter experts, Genie makes support instant, searchable, and scalable. 

In this short conversation, Satish shares: 

• What Genie is and how it helps clients reduce support friction 
• How it’s been tested internally before going live 
• How users benefit from faster answers and 24/7 availability 
• What’s ahead as we expand AI across other client-facing tools 

Built for Efficiency. Backed by Real AI. 

Whether you're one of our clients or simply curious how AI is transforming financial services, this video offers a closer look at how we're embedding intelligence into our platform—not just as a feature, but part of our broader strategy to simplify receivables through automation. 

🎥 Watch the full conversation to see how Genie is helping simplify receivables and scale support through AI. 

Discover More About How We’re Using AI to Empower Clients 

Genie is just one example of how we’re using AI to simplify payment operations and empower users through smarter, more efficient tools. 

Explore our other AI innovations: 

• Scaling Smarter: How CheckAlt Is Automating Client Onboarding with AI 
• Inside CheckAlt’s AI Strategy: Leveraging AI to Reduce Friction and Optimize Payments  
• AI in Payments: Insights from CheckAlt President & COO Patrick Law  
• It’s In-Genie-ous: How CheckAlt is Accelerating Time-to-Market and Driving Efficiencies with Gen AI 

Let’s Get Started 

Want to see how Genie fits into your receivables workflow? Contact CheckAlt today to get started. For more insights and payment innovations, follow us on LinkedIn and subscribe to CheckAlt Connect, our monthly newsletter—delivered right to your inbox.