Top AI tools for financial services
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Xaver Increase your Sales efficiency by up to 65% by utilizing AI
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.
- Contact for Pricing
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Glia Unified Interaction Management for Financial Services
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.
- Contact for Pricing
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Zenon AI-Enabled Automation for Measurable Results
Zenon delivers AI-powered automation solutions for financial services, healthcare, and tech companies, improving efficiency and profitability.
- Contact for Pricing
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Archera Cloud Savings and Commitment Management Platform
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
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FlowX.AI Accelerate Digital Transformation for Financial Institutions
FlowX.AI is an AI-powered platform for modernizing large financial institutions end-to-end, delivering rapid digital transformation and significant cost reduction.
- Contact for Pricing
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Senso AI-Powered Agents For Financial Services
Senso provides AI agents designed to improve operational efficiency and staff productivity for financial institutions. Transform unstructured policies into structured knowledge for streamlined operations.
- Contact for Pricing
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Acrisure Better Experience, Faster Decisions, Personalized Solutions
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.
- Contact for Pricing
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Candle Connect external services to LLMs and agents.
Candle is an SDK that provides programmatic read and write access to consumer internet services, enabling seamless integration with LLMs.
- Freemium
- From 84$
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Finvi Increase revenue. Lower cost to collect. Minimize your risk.
Finvi provides AI-driven workflow and payment solutions for healthcare, accounts receivable management, and financial institutions to streamline revenue recovery and reduce costs.
- Contact for Pricing
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Benki Interpretable artificial intelligence for M&A
Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.
- Contact for Pricing
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AviaryAI AI Outbound Voice Agents and Knowledge Base for Financial Institutions
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.
- Contact for Pricing
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Alpaca API for Stock, Options, and Crypto Trading
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
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Weave.AI Agentic AI-Powered Decision Management
Weave.AI is an agentic, GenAI-powered SaaS platform designed for automating risk management, compliance, and due diligence processes across various organizational levels.
- Contact for Pricing
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Salient AI loan servicing platform built specifically for automotive finance
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.
- Contact for Pricing
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Cape.ai Agentic AI for Financial Institutions
Cape.ai provides domain-specific agentic AI for financial institutions to enhance productivity, mitigate risks, and ensure compliance through process automation.
- Contact for Pricing
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Daizy AI Agents to Drive Growth for Wealth & Investment Managers
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
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Wrisk Embedded Insurance Platform for the Automotive Industry
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.
- Contact for Pricing
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orbitfin.ai An AI-powered platform for financial services.
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.
- Contact for Pricing
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Endex The autonomous financial analyst.
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.
- Contact for Pricing
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Ansarada Secure Virtual Data Rooms for High-Stakes Transactions
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$
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JIFFY.ai AI-powered No-code Platform for Financial Services Digital Transformation
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.
- Contact for Pricing
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Intapp Intelligence Applied - Tap into your firm and industry knowledge to discover, win, and execute new business
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.
- Contact for Pricing
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TrueAccord Collect faster from happier people
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.
- Contact for Pricing
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Inscribe State-of-the-art AI Risk Agents for automated financial risk management
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.
- Contact for Pricing
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Pagaya AI-powered credit analysis for smarter lending decisions
Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.
- Contact for Pricing
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eMACH.ai First Principles Thinking based Comprehensive, Composable and Intelligent Open Finance Platform
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.
- Contact for Pricing
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Layerup Human-like voice AI for financial institutions
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%.
- Contact for Pricing
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Jinnee Your fintech virtual assistant
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.
- Contact for Pricing
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SmartDispute.ai Repair your own credit using the power of artificial intelligence
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$
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ViCA Virtual Compliance Assistant powered by AI
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$
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AlphaWatch AI Custom AI Workflows for Finance and Beyond
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.
- Contact for Pricing
- API
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Webio Reimagining Customer Engagement with Conversational AI
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.
- Contact for Pricing
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Kasisto AI for Financial Services - Trusted, Reliable, Purpose-built
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.
- Contact for Pricing
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Luminai Reliably delegate mission-critical work to computers
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.
- Contact for Pricing
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Kanverse Zero-Touch Intelligent Document Processing
Kanverse offers AI-powered document processing automation for accounting, insurance, and financial services, reducing costs and cycle times while improving accuracy.
- Contact for Pricing
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Clinc Powering Exceptional Customer Experiences with Conversational AI
Clinc offers revolutionary conversational AI technology for banks, utilizing natural language processing to understand complex conversations and provide superior customer interactions.
- Contact for Pricing
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Sherpa.ai Unlock the power of data and AI through Federated Learning
Sherpa.ai is a SaaS platform that accelerates AI applications with sensitive data, improving business results while preserving privacy and ensuring regulatory compliance.
- Contact for Pricing
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Farsight AI Complex AI Automations for Finance
Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.
- Contact for Pricing
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Ascent RLM The First Integrated, Global Regulatory Lifecycle Management Platform for Financial Services
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.
- Contact for Pricing
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