Top AI tools for # financial services

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

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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Acrisure offers a range of insurance and financial solutions, including business and personal insurance, mortgages, and cybersecurity services. They focus on delivering personalized solutions and efficient service.

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Candle is an SDK that provides programmatic read and write access to consumer internet services, enabling seamless integration with LLMs.

• Freemium
• From 84$

Finvi provides AI-driven workflow and payment solutions for healthcare, accounts receivable management, and financial institutions to streamline revenue recovery and reduce costs.

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Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.

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Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

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Alpaca provides easy-to-use APIs for developers and businesses to execute trading algorithms, build financial apps, and embed investing services for stocks, options, and crypto.

• Freemium

Weave.AI is an agentic, GenAI-powered SaaS platform designed for automating risk management, compliance, and due diligence processes across various organizational levels.

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Salient is an AI-powered loan servicing platform specifically designed for the automotive finance industry. It streamlines operations like loan onboarding, collections, and compliance using AI agents.

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Cape.ai provides domain-specific agentic AI for financial institutions to enhance productivity, mitigate risks, and ensure compliance through process automation.

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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

Wrisk provides a digital-first platform enabling automotive brands to create, launch, and manage embedded insurance solutions powered by real-time data and machine learning.

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Orbit is an AI-powered platform designed for the financial services sector, integrating an AI Studio with a vast knowledge base to enhance accuracy, transparency, and efficiency in financial analysis.

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Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

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Ansarada provides secure virtual data rooms featuring AI-driven insights to streamline M&A, capital raising, and procurement. It ensures controlled collaboration and compliance throughout complex deal lifecycles.

• Free Trial
• From 499$

Coconut Software delivers streamlined appointment scheduling, lobby management, and advisor optimization for banks and credit unions, enhancing operational efficiency and customer experience.

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Smart Solution delivers advanced banking infrastructure, empowering financial institutions with scalable, technology-focused platforms for growth, compliance, and exceptional customer service.

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Pinakyne leverages advanced AI agents to automate and personalize debt collection for financial institutions, enabling faster recovery rates and reduced operational costs.

• Freemium
• From 4$

interop.io is an AI-driven interoperability platform that empowers enterprises to unify modern and legacy applications into a single intelligent desktop workspace, enhancing workflow efficiency and user experience.

• Free Trial

financeAds International connects banks, insurance companies, and fintechs with top affiliates, offering advanced tracking and performance marketing solutions designed for the financial sector.

• Free

Cadana provides a global payment infrastructure purpose-built for talent marketplaces, staffing platforms, and international HR providers, enabling seamless payouts in 100+ countries with advanced compliance, automation, and revenue generation capabilities.

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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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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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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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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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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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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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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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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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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$

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$

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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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

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

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