AI sales platform for banks - AI tools

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

• Contact for Pricing

Demodesk is an AI-powered sales meeting platform that summarizes calls, automates CRM management, and delivers personalized sales coaching.

• Freemium
• From 29$

MEJ Sales AI is a comprehensive sales management platform that helps businesses automate their sales processes, manage leads, and monitor performance through an intuitive dashboard with integrated AI capabilities.

• Freemium
• From 15$

Scratchpad offers AI-powered sales tools to automate CRM updates, enhance selling capacity, and provide better sales forecasting. It helps sales teams improve data hygiene and streamline workflows.

• Freemium
• From 19$

Oliv.ai is an AI-powered sales management platform that automates deal tracking, forecasting, and coaching for sales teams. It uses AI agents to analyze sales interactions and streamline workflows between managers and representatives.

• Freemium
• From 299$

Manja AI empowers sales teams with AI-driven tools for coaching, playbook creation, weakness diagnosis, analytics, and battle card generation, significantly improving sales performance.

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Fieldnotes.ai is an AI-powered sales assistant platform featuring Annette, an intelligent assistant that automates lead follow-ups with a 96% response rate. It combines digital marketing, CRM, and lead nurturing in one comprehensive solution for real estate professionals.

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Sailes offers an AI-powered sales autopilot system, utilizing personalized Sailebots® to automate prospecting tasks and deliver actionable leads.

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Namely AI is an AI-powered sales assistant that automates sales calls, generates leads, and schedules demos. Reduce costs and increase productivity with this innovative sales solution.

• Free

HeySam is an AI-powered sales copilot that enhances sales team performance through call intelligence, RFP assistance, and a versatile AI assistant.

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Brevian is an enterprise-grade AI platform that automates sales workflows, enhances team performance, and builds customer intelligence without requiring any coding.

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SalesMind AI is an innovative platform designed to automate B2B sales prospecting using generative AI, enabling personalized outreach and higher conversion rates.

• Freemium
• From 49$
• API

Dealize.AI is an AI-powered sales assistant platform that helps account executives optimize their sales process through scenario planning, revenue forecasting, and intelligent deal management.

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SalesCloser AI provides AI-powered sales agents capable of handling phone calls, Zoom calls, scheduling, and more, without requiring any coding. It helps businesses scale their sales operations efficiently.

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Salesken is an AI-powered revenue intelligence platform that analyzes sales conversations, provides real-time coaching, and generates accurate forecasting to improve sales team performance and boost conversions.

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Collective[i] offers an AI-powered platform to optimize revenue generation by improving sales forecasting, productivity, and data quality. It helps businesses expand margins and grow revenue.

• Freemium
• From 40$

Nooks is an AI-powered sales assistant platform that automates dialing, prospecting, and coaching tasks to help sales teams increase productivity and conversion rates.

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

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Reevo is an AI-driven sales platform designed to enhance pipeline management, meeting intelligence, research, email copywriting, and reporting for sales teams.

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An AI-powered sales automation platform that helps sales teams scale their account management through automated call notes, CRM updates, and personalized follow-ups.

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Clevenio is a sales intelligence platform designed to maximize outreach and sales productivity by reducing time spent on administrative tasks and list building, allowing sales reps to focus on selling.

• Paid
• From 49$

Buzz.ai is an all-in-one sales engagement platform that combines AI-powered features, multichannel outreach, and data enrichment to help sales teams engage prospects and close deals more efficiently.

• Paid
• From 129$

SellMeThisPen is an AI-powered sales coaching platform designed to help sales professionals improve their performance and win more deals through realistic role-playing and real-time assistance.

• Paid
• From 59$

Databook provides AI-powered agentic workflows to optimize enterprise sales, helping teams target the right accounts, build effective strategies, and prepare for successful meetings.

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Sharpsell.ai is a sales playbook automation platform designed to help large sales teams scale deal-winning behaviors with dynamic product illustrations, real-time learning, and personalized content.

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Floworks is an AI-powered sales platform designed to automate outbound prospecting and personalize email campaigns. It helps sales teams identify high-intent prospects, schedule meetings, and manage follow-ups.

• Paid

Tenali AI acts as an AI Sales Engineer, providing instant answers to customer questions during virtual meetings, improving sales efficiency and shortening sales cycles.

• Free Trial

Enhance sales productivity and lead generation with AI-driven automations using Persana AI.

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• API

WINN.AI streamlines sales processes with AI-powered summarization and follow-up features, improving CRM integration and efficiency.

• Free Trial
• From 59$

VIDU is an AI-powered platform that enables sales teams to create personalized videos at scale for their outreach campaigns, featuring dynamic backgrounds, customizable templates, and automated personalization capabilities.

• Freemium
• From 49$