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AI Agents for Banking and Finance That Respond Instantly On Every Channel

Launch AI agents for financial services that actually resolve issues, cut handling times, automate support, and deliver always-on service across over call, email and chat.

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70%

Lower Escalations

26%

higher NPS
score

42%

lower AHT for
support calls

0.8

seconds for
ticket closure

Deploy AI Agents Across Every Customer Channel

Handle voice, chat, and email in one flow. No repetition, just faster resolutions and smoother customer journeys across every touchpoint.

Thunai replies to calls in over 200+ languages using CCaaS and VoIP

Share context across tools so clients never repeat info

Delivers 24/7 instant banking support via chat and email

Real TIme AI Assist That Supports Agents on Call

Real-time AI listens, surfaces context, and suggests next actions so agent productivity is better, faster and more accurate with up-to-date offers and insights.

Remove manual app-switching for agents on call and other channels

Auto-retrieve client history and product details in real-time

Instantly suggests compliant next steps and exact SOPs

Automate Ticket Creation and Closure Instantly

Agentic AI in BFSI detects issues from product signals and feedback, auto-create tickets, and closes loops faster before problems impact more customers.

Detect issues from product signals and tickets raised

Auto-creates tickets from calls, chats and interactions

Close tickets within 0.8 seconds using workflow-driven resolution

Connect All Your Enterprise Tools With Integrations

Sync with CRMs and systems instantly. Fetch and update data in real time without manual effort or switching between tools.

Thunai MCP syncs directly with core bank systems using API keys

Real-time bidirectional data sync for no manual data entry

Pulls resolutions from past closed tickets and existing PDFs

Drive Outbound Revenue Growth

Use Agentic AI in BFSI to carry out outbound calls to upsell customers and prospects. Also surface sales opportunities from conversations so teams act faster and convert more high-intent deals.

AI outbound sales calls using your CCaaS software

Ramp-up outbound calls for card, loan and product upgrades

Convert routine chats into upsell wins faster

Deploy No-Code AI Support, Engagement and
Workflows for Finance and Banking in Under 48 Hours

Productivity Increase

Automate routine inquiries to lower AHT 42% so advisors focus on portfolio growth, client relationships, and higher-value financial decisions using agentic AI in BFSI.

Lower Operation Cost

Our AI agents handle high-volume requests with AI agents, reducing headcount pressure and lowering cost per interaction, creating $3.5 ROI for every dollar spent.

Compliance + Auditability

Use approved data, and maintain audit-ready records while protecting sensitive information with AI that has ISO42001, GDPR and SOC-II compliance.

24/7 Active AI Support

Deliver instant, round-the-clock support for requests without wait times, improving customer satisfaction across time zones.

AI Support That Drives GrowthIn Finance and Banking

Use AI agents for banking and finance that handle interactions, drive revenue
opportunities, and create faster, more consistent client experiences.

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FAQs on AI agents for Financial Services

What is a Thunai AI Agent for Finance?

Right now, companies use AI agents for banking and finance to build AI workflows that manage actions across their external enterprise applications. These agents seamlessly fetch and update data in real time through Thunai's Multi-Connect Protocol.

How do you ensure AI agents comply with banking regulations (RBI, PCI DSS, SOX, etc.)?

Thunai AI agents for finance and banking help maintain compliance by using knowledge graphs to securely organize information and isolate sensitive or tenant-specific data. Also, Thunai ensures complete administrative oversight by maintaining full traceability of every user-agent interaction and executed API call.

What are the use cases of AI agents in banking and finance?

AI agents for BFSI can automatically handle initial customer conversations and monitor real-time sentiment across voice, chat, and email. Additionally, Thunai Revenue AI can actively analyze client interactions to automatically detect, score, and capture new business deals

How easily can AI agent identity integrate with existing banking systems?

Thunai integrates effortlessly into existing tech stacks through its Model Context Protocol, for quick, out-of-the-box connections for over 35 popular enterprise tools. For unsupported or proprietary systems, you can easily utilize the custom connector builder to convert their APIs into standard OpenAPI specifications.

How AI Agents Reduce Underwriting Delays in Banking and Insurance?

AI agents for financial services can allow complex evaluations by acting as a unified knowledge system that instantly retrieves accurate answers across all company files and real-time application data. It also prevents bottlenecks by intelligently detecting contextual conflicts within documents and surfacing them for quick human-in-the-loop resolution.