AI relationship banking platform - 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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Arya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.

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Temenos delivers innovative, AI-enhanced core banking, digital banking, payments, and wealth management solutions, empowering banks to modernize and provide personalized customer experiences.

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Richie AI provides embedded lending infrastructure for SaaS platforms, enabling them to establish business lending programs quickly and offer discounted loans to their merchants.

• Paid
• From 97$

Regards is an AI-powered relationship management tool that helps professionals effortlessly stay connected with their network by automating follow-ups, capturing personal details, and providing smart conversation starters.

• Free Trial
• From 15$

SAFIRE-IQ is an AI-powered debt collection and recovery platform designed for financial institutions, combining advanced automation with decades of banking expertise to streamline collections, reduce risk, and ensure compliance.

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Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

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Fi Money is an AI-driven digital banking app designed to simplify personal finance through smart tracking, investment, payments, and spending insights.

• Freemium

Relational provides comprehensive business software solutions with over 30 years of experience, serving major industry players across 35 countries through products like i-Apply, AroTRON, and CiTRON for loan origination, debt management, and customer segmentation.

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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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One Touch Finance uses AI to connect users with personalized loan and insurance offers from over 41 banks in India. It offers competitive rates, expert advice, and a secure, streamlined application process.

• Free

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$

Bank Statement App utilizes AI to analyze bank statements, providing clear financial insights and enabling users to understand spending patterns and manage finances effectively.

• Usage Based

Relata is an AI-powered platform that automatically tracks, explores, and improves client relationships through dashboards and CRM enrichment, providing insights from email communications and network analysis.

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Lendflow empowers brands and lenders with a modular, AI-driven embedded lending platform, automating credit decisioning, document handling, and borrower communications for faster and more efficient lending operations.

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