AI-powered customer engagement for financial institutions - AI tools

Agent IQ is an AI-powered relationship banking platform that helps banks and credit unions deploy agentic AI to engage account holders, empower staff, and drive growth through personalized digital interactions.

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Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

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AviaryAI offers AI-powered outbound voice agents and a knowledge base tailored for credit unions, banks, and insurance providers to enhance customer engagement and streamline operations.

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Clinc offers revolutionary conversational AI technology for banks, utilizing natural language processing to understand complex conversations and provide superior customer interactions.

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Posh AI provides AI-powered solutions, including voice and digital assistants, specifically designed for banks and credit unions to enhance customer service, empower employees, and optimize operations.

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AGENT AI is a comprehensive AI chatbot solution that provides 24/7 customer engagement, lead qualification, and automated appointment booking for businesses across multiple industries.

• Paid
• From 799$

Orin provides a Fintech AI Agent Store with pre-trained AI agents for customer support, deployable in three steps. It offers a modern customer support platform specifically designed for Fintech companies.

• Paid

Calling AI automates repetitive call processes using artificial intelligence to enhance customer experience and operational efficiency across various industries.

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Kenyt.ai is an AI-powered platform offering omnichannel agents (chat, voice, email) to automate marketing, sales, support, HR, and ITSM tasks, boosting customer and employee experiences.

• Freemium
• From 20$

Kustomer is an AI-powered customer service platform that combines CRM, ticketing, and AI capabilities to provide automated, efficient customer support across all channels with a conversation-based pricing model.

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BeetleLabs.ai offers AI-powered agents to revolutionize customer support and engagement within the BFSI sector, enhancing efficiency and automation.

• Free Trial

Jinnee is an AI-powered virtual financial advisor that provides 24/7 customer support for fintech companies, handling customer inquiries, offering personalized banking services, and providing automated support solutions.

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AlgoPear is an AI-powered digital banking platform designed for credit unions and financial institutions to boost engagement and deposits, particularly among Millennials and Gen-Z, through personalized financial wellness tools.

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AGENT AI Chat Bot is an intelligent chatbot that engages visitors, qualifies leads, and drives appointment bookings 24/7, driving business growth. Developed by I Need Leads Ltd, it combines advanced natural language processing and machine learning.

• Free Trial
• From 799$

AWSME.ai is an intelligent conversational AI platform that transforms customer support by providing personalized, engaging chat experiences. It integrates with CRM systems, learns from various data sources, and communicates in brand-specific voice to enhance customer interactions.

• Paid
• From 99$

AI Desk is a 24/7 automated customer support solution that integrates with websites, using AI trained on business data to handle customer inquiries, reduce support costs, and increase sales opportunities.

• Freemium
• From 19$

Cust is an AI-powered customer success management (CSM) platform that enables CSMs to serve more customers, better. It leverages AI agents to enhance customer interactions and automate tasks.

• Paid
• From 400$

Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

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mNotify delivers AI-driven customer engagement tools including chatbots, bulk messaging, and call center solutions to help businesses automate communication, boost sales, and engage their audience effectively.

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AI Techservices provides customized AI solutions and services to enhance operational efficiency and drive revenue for businesses across various industries. They specialize in machine learning, chatbots, image processing, and NLP.

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Local Measure Engage is an advanced AI-driven contact center platform that utilizes Generative AI to automate workflows, enhance productivity, and deliver hyper-personalized support across digital and voice channels.

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CCXAI is an AI-powered customer communication platform offering multi-channel support, real-time analytics, and automation to enhance customer engagement and operational efficiency.

• Paid
• From 15$

CloudContactAI is a marketing automation platform leveraging AI agents to enhance customer communication via email, SMS, and voice for improved engagement and sales.

• Free Trial
• From 25$

Unwink.AI is a customer intelligence platform leveraging AI to transform customer feedback from diverse sources into actionable insights. It aims to boost support efficiency, enhance product development, and optimize marketing efforts.

• Freemium
• From 123$

WebAgent.ai provides AI-powered assistants for instant, personalized customer support. Train chatbots on your unique data to enhance customer satisfaction and generate leads 24/7.

• Freemium
• From 29$

Front AI provides AI-driven customer service solutions, including conversational AI chatbots and channel strategy tools, to automate and optimize customer interactions.

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EarnUp is an award-winning AI-powered financial wellness platform that automates debt paydown and savings for consumers while providing financial institutions with engagement tools to improve customer retention and reduce risk.

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Helper AI utilizes AI to provide instant answers and generate drafts for customer support teams, aiming to make support interactions more efficient and productive.

• Usage Based

Agent23.AI provides AI agents that enhance customer support, convert leads, and drive revenue growth. These agents operate 24/7 across text, web chat, email, and voice channels.

• Paid
• From 99$

Doshi is an AI-native engagement layer that helps financial institutions build customer financial confidence through personalized, gamified learning journeys, driving deposits, investments, and loyalty.

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