AI Agents for Banking and Finance That Ramp Up Human-Like CX
See how AI banking agents shape trust across every banking conversation. Automate L1 support to create exceptional customer experiences 24/7 using AI agents.
70%
26%
42%
100%
24/7 Automated L1 Resolution
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100% Real-Time Call Scoring With Barge-In
Detect Upsell Opportunities + Automate Outbound Campaigns
Real-Time CRM + Ticket Creation Automation for Banking Issues
One Unified Dashboard with Thunai Copilot for Better Compliance
Make Every Second Count With AI Call Scoring
Turn all support and sales calls into clear experience signals to improve CX today
FAQs on AI Agents for Banking
Thunai differentiates itself through its advanced AI-powered understanding, proactive insights, and workflow automation capabilities beyond simple keyword search.
Thunai employs robust security measures, including encryption and access controls, and adheres to relevant data privacy regulations.
Yes, Thunai provides on-premises deployment for organizations with strict data security and compliance requirements.
Thunai can automate support by providing agents with quick access to relevant information, suggesting answers, and potentially automating responses for common and even complex queries.
AI agents automate routine workflows like balance inquiries, loan eligibility checks, and credit card closures 24/7. They also act as active revenue engines, detecting upsell opportunities during support calls to drive conversions.
Conversational AI in banking enables natural, human-like interactions across voice and chat to resolve complex financial queries instantly. These systems understand customer context to provide accurate, policy-compliant answers in real-time.
AI unifies disjointed data silos to create a single source of truth for support and sales teams. Ai in banking automates compliance by retrieving exact answers from policy documents and executing secure actions directly in the CRM.
Quite a few, banks like JPMorgan Chase utilise COiN and their own internal LLM Suite to analyze legal documents and assist agents with complex queries. Bank of America’s "Erica" handles over 58 million interactions monthly for financial guidance. Aside from these two, companies like Capital One use "Eno" and agentic AI for proactive fraud detection and real-time transaction monitoring.