AI Agents for Financial Institutions

Amelia AI Agents leverage cutting-edge AI to transform how customers and employees interact with financial firms by providing immediate answers, resolving problems and automating tasks.

Create Unmatched AI-Powered Experiences

With Amelia AI agents, provide around-the-clock, personalized, immediate and secure service to your customers and employees.

Answer Agents

These AI agents use the existing knowledge bases, websites and documentation of financial institutions to respond to customer and employee questions.

Action Agents

Action Agents automate tasks from end-to-end, transforming self-service for financial customers while alleviating repetitive and time-consuming requests from contact center staff.

AI Agents With Skills You Can Bank On

Amelia AI Agents are pre-trained in hundreds of finance-specific use cases, tasks and skills to immediately drive ROI for financial institutions. From making payments to reporting lost credit cards to locating nearby ATMs, our AI agents are ready to support customers and members from day one.

Build Your Own Financial AI Agent

Although Amelia AI Agents are equipped with pre-built financial skills that cover a wide range of use cases, your company likely has workflows, processes and offerings that set you apart from competitors. We offer the flexibility to rapidly develop unique use cases in a no-code environment, made easier and faster with the help of Generative AI.

AI in Finance: Amelia’s Proven Results

2M+ Interactions Per Year

As one bank's front-line AI agent, Amelia conducts more than 2 million interactions annually, 90% without escalation.

70% Calls Converted

For one company, more than 70% of the calls Amelia handles are converted into scheduled meetings with financial advisors.

18M Customers Supported

Amelia supports 18 million global customers at one international financial services company.

150k Monthly Conversations

Amelia handles more than 150,000 conversations per month as an AI agent within one bank’s contact center.

Pre-Trained Finance Skills

Amelia AI Agents are equipped with built-in intelligence, such as ontology-driven intent recognition, enabling our AI agents to respond to common finance-specific requests and dialog acts, without needing to be built as part of the overall use case.

• Decrease development time.
• Conduct natural, finance-specific interactions at scale.

Low-Risk Generative AI

With our AI agents, financial institutions safely and securely benefit from the latest innovations in AI. Amelia harnesses both Generative AI and Cognitive AI to make it easy for finance subject matter experts to build, deploy and optimize AI agents.

• Accelerate AI agent creation and improvement.
• Turn data into intelligent conversations.

Evergreen Business Value

Amelia AI Agents are built to keep up with changes in the economy, consumer needs and business processes. Our AI agents are always learning and finding new ways to streamline operations to make processes easier for users and more cost-effective for financial institutions.

• Drive exponential ROI with our self-improving AI agents.
• Meet and surpass customer expectations to increase NPS.

The Right Partners for Finance

Our AI agents securely integrate with all proprietary financial or IT management systems, as well as industry solutions such as Fiserv, FIS and Jack Henry, for full industry compliance.

• Enable end-to-end resolutions for your customers.
• Orchestrate information and data across your financial institution.

AI Agents That Speak Your Language

With 24/7 availability, a firm grasp of 100+ languages and service excellence across all voice- and chat-based channels, Amelia AI Agents empower financial institutions to deliver exceptional service, regardless of a customer's preferred channel or language, or the time of day.

• Make every customer feel like the only customer.
• Reduce overall service costs.

Amelia is Fit for Finance

Retail Bank

Retail and internet banks deploy Amelia AI Agents to automate common requests, such as account creation, credit card replacements, account deposits and more.

Credit Unions

Amelia AI Agents provide secure and frictionless member services for credit unions, automating high-volume tasks like confirming eligibility, managing deposits and transfers, and more.

Wealth Management

Wealth Management firms benefit from deploying Amelia AI Agents to advise clients on fund activity, execute transactions, report on investment performance and more.

Mortgages & Loans

Our AI agents manage high-volume processes, such as pre-approvals, refinance and HELOC, and more, so that human agents can focus on providing new product offers and high-touch service.