Top financial services AI tools

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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TrueAccord is an industry-leading recovery and collections platform powered by machine learning that provides a consumer-friendly digital experience for debt collection and recovery services.

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Ascent RLM™ is an automated solution that covers the full regulatory lifecycle, integrating horizon scanning with a granular regulatory obligations inventory tailored to your business.

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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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ViCA is an AI-powered virtual compliance assistant that provides real-time support and guidance for UK and EU financial services regulatory frameworks, offering comprehensive compliance knowledge and expert assistance.

• Paid
• From 31$

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

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Octobot, now Sparq, offers specialized software consulting services for Healthcare & Lifesciences, Transportation, Logistics & Mobility, Financial Services & Insurance, and SaaS & Tech Platforms.

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Zenon delivers AI-powered automation solutions for financial services, healthcare, and tech companies, improving efficiency and profitability.

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Archera is a cloud management platform that provides insured commitments and financial tools to optimize cloud spending on AWS and Azure. It offers flexibility and control over cloud costs with no fees based on spend or savings.

• Free

Webio is a conversational AI platform specializing in credit, collections, and payment messaging that automates and blends AI and live agent customer conversations across multiple messaging channels.

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SmartDispute.ai is an AI-powered credit repair system that helps users identify and remove negative accounts affecting their credit score through automated dispute generation and tracking across all three credit bureaus.

• Paid
• From 49$

Layerup provides AI-powered voice agents for financial institutions, handling collections, payment reminders, and loan servicing with human-like interactions across multiple communication channels. The platform enhances engagement rates by up to 70% and response rates by up to 90%.

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JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

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Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

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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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AlphaWatch AI offers advanced AI-driven workflow automation solutions designed for the finance sector, ensuring data-driven insights and human oversight to enhance business processes.

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• API

Glia offers a Unified Interaction Management platform designed for financial institutions. It helps businesses improve customer experiences, increase sales, and enhance operational efficiency through AI-powered communication tools.

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Sherpa.ai is a SaaS platform that accelerates AI applications with sensitive data, improving business results while preserving privacy and ensuring regulatory compliance.

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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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Luminai is an AI-powered automation platform that executes manual, repetitive business processes by seamlessly integrating into existing systems, helping enterprises increase efficiency and reduce human error.

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Inscribe offers AI-powered risk management solutions for financial institutions, featuring AI Risk Agents and Models that automate complex onboarding and underwriting workflows while reducing fraud risks.

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Intapp is a leading cloud-based software provider for professional and financial services firms, offering AI-powered solutions for relationship management, compliance, and business operations built on Microsoft Azure.

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Kanverse offers AI-powered document processing automation for accounting, insurance, and financial services, reducing costs and cycle times while improving accuracy.

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eMACH.ai is an Enterprise Connected Intelligence Platform that enables financial institutions to build future-ready technology solutions with a focus on customer-centric operations and regulatory compliance.

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potato.trade has transitioned into Telescope, an AI Finance solutions company. Explore their new direction in AI-powered financial services.

• Other

FlowX.AI is an AI-powered platform for modernizing large financial institutions end-to-end, delivering rapid digital transformation and significant cost reduction.

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Senso provides AI agents designed to improve operational efficiency and staff productivity for financial institutions. Transform unstructured policies into structured knowledge for streamlined operations.

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