AI Agents for Banking & Finance

Streamline Your Customer Service

Provide 24/7 assistance, and enhance financial transactions with efficiency, accuracy, and personalization with AI Agents by Cognigy.


Banking frame Banking customer AI Pulse Icon Light

Cognigy’s AI Agents are your digital workforce in customer service, working tirelessly in phone and chat support, available 24x7, and fluent in 100+ languages to support your customers

Who's Enjoying the CX Dividends of AI?

Don't Start from Scratch.
Start with Cognigy.

Accelerate your time to value with ready-made  AI Agents for banking including built-in industry specific templates, terms and flows.

AI Agent technology graphic_x2
Cognigy Icon-_Home

Preloaded with Industry Data

Pre-trained intents and flows speed up design and deployment. Our solution accelerator covers a range of scenarios from account type comparison, credit card applications, loan and mortgage processes and more. 

Cognigy Icon-_Document

Pretrained on Financial Terms

Prebuilt lexicons with common terms, phrases and services for banks and financial services companies. 

Cognigy Icon-_Launch

Automated Common Processes

Automate common service processes such as freezing a card, reporting travel, checking your balance, account updates, ordering a new card and more. 


Turnkey Solutions for Banking

Intelligent Conversational AI Agents help both customers and agents.

Cognigy Icon-_Search

Find nearest ATM

Cognigy Icon-_Home

Address Changes

Cognigy Icon-_Labour Cost

Account Questions

Cognigy Icon-_Money

Make Payments

Cognigy Icon-_Promotion

Report Lost Card

Cognigy Icon-_Discussion

Product Recommendations

Cognigy Icon-_Approved

KYC Verification

Cognigy Icon-_Finance and Banking

Open/Close Account

Cognigy Icon-_Investment

Loan Application

Cognigy Icon-_Services

And more...

Automated, Personalized & Compliant

Cognigy Icon-_Office

On Premise Installations

Deploy Cognigy in SaaS, dedicated or on-premises. Our microservices-based infrastructure guarantees the reliability, scalability and security. 

Cognigy Icon-_Recruitment

Personalized Interactions

Cognigy's native LLM capabilities and GDPR-compliant Contact Profiles let you personalize bot output on the fly to match the customer history and sentiment. 
Cognigy Icon-_Data protection

Secure & Compliant

We take wide-ranging security measures to protect your sensitive data. Cognigy.AI fully complies with GDPR, SOC2, ISO 27001, ISO9001 and other stringent regulatory frameworks.





Customers Cash in on Better CX with 15% Lower AHT

Humm Group

Humm Group, a financial services provider operating across the globe, faced challenges in maintaining high-quality customer experiences without overburdening their contact center team as demand for their services exploded.

To address this, they collaborated with Datacom and Cognigy to develop a Virtual Assistant that provides 24/7 customer support.

Understanding over 94% of customer intents, it handles tasks such as opening or closing accounts and explaining fees and charges.  This has dramatically improved their resolution rate, decreased handling time and improved both the customer and agent experience. 

Read More.

Brendon Clark

Head of Workforce Management and Customer Improvement @Humm Group


I am truly impressed with the virtual assistant powered by Cognigy.AI. It has achieved a resolution rate of over 50% and our average handling time has significantly decreased, allowing us to provide faster and more efficient support to our customers by simultaneously increasing agent satisfaction.

Loved by Customers

Hear what they have to say


Reviewer Function:

Research and Development

Company Size:

30B + USD



Excellent Choice for Complex Conversational AI at Scale

"The use of Cognigy AI has allowed us to build several bots, use cases and integrations at scale for different companies at once. It is in use for four different legal entities of our international corporation, with several new ones to follow. Major advantages that we saw over other vendors...


Reviewer Function:

Software Development

Company Size:

<50M USD


Healthcare and Biotech Industry

Feature-rich, and Stable Platform to Build a Sophisticated and Complex Product.

"Cognigy have provided exemplary support which is key to deploying sophisticated and complex solutions. What surprised me was that the platform is feature rich, but also robust - not a common combination in this space...


Reviewer Function:

Product Management

Company Size:

1B - 3B USD



Best Conversational AI Platform!

"Fantastic experience! Very responsive team and delivering new innovation quickly. The NLU is the best in the market and is extremely easy to build bots/virtual agents."


Reviewer Function:

Data and Analytics

Company Size:

30B + USD



The Highly Interactive and Profitable Customer Interaction System

"Cognigy.AI; is a complete enterprise conversational platform that we use daily to automate our interaction with our customers. It's AI technology offers us Chatbots and virtual assistants that interact effectively and intelligently with clients and employees and reply to them in real-time. ...


Reviewer Function:

Customer Service and Support

Company Size:

500M - 1B USD


Energy and Utilities

Bring Your Conversational AI Strategy To The Next Level With Less Code

We are using Cognigy since a year and have around 20 chatbots and 3 voicebots on the platform with above 1 million conversations. The product is ease to use, offers alot of prebuild integrations and is therefore a great product for enterprise usage, especially in a multi brand environment. The support acts fast and feature requests are always welcome and treated fast."


Reviewer Function:

Data and Analytics

Company Size:

1B - 3B USD



Most Flexible Conversation AI Platform

"The platform is a breeze to use. The set-up is done very quickly and it's all low code. Which gave us a lot more possibilities to speed up the process of creating flows and integrations with our back-end systems. They're very helpful in setting up the platform and helping to design the implementation plan."

Banking customer

Shape the future of customer service, today

The choice is yours