Agentic AI for banking and financial services | Kore.ai

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Reduce costs. Elevate experiences

AI applications for banking that resolve customer needs faster by coordinating self-service and agent support with shared context, consistency, and built-in compliance.

Deliver connected, personalized self-service

From routine transactions to complex inquiries, AI makes banking effortless—giving customers autonomy while ensuring customized support is always within reach.

Elevate agent confidence and performance

AI-driven next-best actions and automated workflows help agents handle multiple transactions and banking inquiries more efficiently and accurately at scale.

Build trust, loyalty, and value

Turn every engagement into a personalized experience with AI, making customers feel valued and strengthening relationships with your financial institution.

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Serving Banks, Credit Unions, and Financial Institutions

The Kore.ai Agent Platform leverages agentic capabilities to integrate with banking systems to solve common and customer-specific use cases, delivering fast, effective customer support while driving operational excellence.

Use Cases

AI for Banking

AI Agents

CCaaS

Agent Assistance

Outbound

Channels

Kore.ai Agent Platform

AI Services

Data Services

Core Services

No-Code Tools

Compliance

What’s damaging banking organizations' brands?

Frustrated customers
Customers often face long wait times, incorrect chatbot responses, or difficulty getting the right answers quickly.

Lack of personalization
Traditional legacy systems lack the tools for 1:1 personalization, leading to generic interactions that make customers feel unimportant.

Inefficient agents
Too much time is spent searching for information, processing transactions manually, and handling repetitive questions.

Outdated technology
Legacy banking systems often rely on manual, inefficient workflows that slow down employees and operations.

Optimize banking service and operations with AI agents

Leverage AI for Service to streamline self-service, deliver personalized customer experiences, support agents with intelligent assistance, and seamlessly connect your financial operations for greater efficiency and business growth.

AI Agents

Transform customer experiences with advanced AI agents that automate interactions, provide personalized experiences, and empower customers to quickly resolve issues on their own.

Intuitive self-service
AI Agents understand customer queries, provide detailed, personalized responses, and resolve issues without requiring a human agent.

Always-on help
Enable customers to handle common banking tasks independently 24/7, reducing dependency on live agents and providing instant resolutions.

Hand-off to human agents
Ensure that when complex matters arise, customers are smoothly handed off to a live agent for efficient, attentive issue resolution.

Tailored banking experiences
Enhance customer experiences by delivering comprehensive, effortless, and accessible banking interactions that cater to individual preferences and needs.

Personalized interactions
Provide services based on customer profiles, preferences, and transaction history, delivering more engaging and relevant customer experiences.

Intuitive conversations
Allow customers to engage AI agents in natural, intuitive conversations, making interactions feel more personal and human-like.

Multi-language support
Customers can interact in their preferred language, enhancing the personal connection and making banking services more accessible.

Agent empowerment
Improve security and streamline access management with pre-built AI agents connected with Okta, Microsoft Entra ID, and Google Workspace to automate authentication and approvals, minimizing IT intervention.

Smart recommendations
Analyze customer interactions and provide real-time suggestions to agents, offering relevant products or services based on the customer’s history and preferences.

Automated tasks
Automate tasks like account updates, fund transfers, CRM entries, query processing, and response drafting, without switching screens, freeing agents to focus on complex issues.

Sentiment analysis
Assess customer sentiment in real time, alerting agents to frustration, dissatisfaction, or urgency, helping them adjust responses appropriately.

Enhance business operations
Unifying data, automating processes, and providing AI-driven insights, banks can eliminate data silos and enable faster, more personalized, and more efficient customer service while optimizing internal operations.

Integrate banking systems
Integrate with core banking applications (CRM, loan management, fraud detection, payment systems, etc.) allowing seamless access to information across teams.

Unify data
Connect disparate banking systems by leveraging APIs, middleware, and AI-driven data mapping to create a centralized, real-time view of customer data.

Secure transactions
Ensure secure transactions, safeguarding customer data, operational integrity, and compliance with SOC2, ADA, PCI, and other regulations.

What makes Kore.ai the best platform for banking support?

Personalized service
Context-aware, personalized interactions make customers feel valued, strengthen relationships and transform banking experiences from generic to meaningful.

Smarter banking operations
AI-powered automation and agent assistance streamline operations, reduce inefficiencies, and empower employees to drive productivity, compliance, and growth.

Faster resolutions
Automation streamlines workflows, scales operations, cuts costs, and frees agents for high-value tasks—boosting service quality and customer satisfaction.