AI-driven client engagement for finance - AI tools

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

• Paid
• From 1$

Finta is an AI-powered CRM and deal management platform designed to streamline fundraising and relationship building for entrepreneurs, fund managers, and private market allocators.

• Freemium
• From 99$

BeetleLabs.ai offers AI-powered agents to revolutionize customer support and engagement within the BFSI sector, enhancing efficiency and automation.

• Free Trial

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

• Contact for Pricing

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

• Contact for Pricing

Salient is an AI-powered loan servicing platform specifically designed for the automotive finance industry. It streamlines operations like loan onboarding, collections, and compliance using AI agents.

• Contact for Pricing

AGENT AI is a comprehensive AI chatbot solution that provides 24/7 customer engagement, lead qualification, and automated appointment booking for businesses across multiple industries.

• Paid
• From 799$

FundMentor AI provides personalized financial planning and goal-setting through advanced artificial intelligence, offering tailored advice and actionable insights to help users achieve their financial objectives.

• Freemium

Jinnee is an AI-powered virtual financial advisor that provides 24/7 customer support for fintech companies, handling customer inquiries, offering personalized banking services, and providing automated support solutions.

• Contact for Pricing