TrustAtlas

Best AI for financial services banking chatbots

Best AI vendors for financial services banking chatbots, ranked under financial services-weighted risk criteria and filtered to vendors with SOC 2 Type II attestation.

Customer-facing chatbots for retail and commercial banking. Disclosure of AI use and avoidance of unauthorized financial advice are the table-stakes constraints.

Top vendors for banking chatbots in financial services

Filter applied: only vendors with SOC 2 Type II attestation appear. Vendors that may meet your needs but lack public attestation are not shown.
1. Salesforce
HQ: United States
Enterprise CRM leader that combines proprietary AI models (Einstein, CodeGen, xGen) with OpenAI integration for Einstein GPT, embedding AI a…
Score 12.74 · low
2. ServiceNow
HQ: United States
Enterprise workflow automation platform integrating AI through Now Assist, which combines ServiceNow's proprietary Now LLM models with OpenA…
Score 24.4 · moderate
3. PolyAI
HQ: United Kingdom
UK-based voice AI company specializing in enterprise customer service voice assistants. Powers call centers for hospitality, financial servi…
Score 24.72 · moderate
4. Zendesk
HQ: United States
Customer service and engagement platform with AI-powered features including automated ticket resolution, agent assist, and intelligent triag…
Score 30.94 · moderate
5. Intercom
HQ: United States
Customer service platform with Fin, an AI agent that resolves customer queries using company knowledge bases. Built on GPT-4 with retrieval-…
Score 31.36 · moderate
6. Moveworks
HQ: United States
Enterprise AI platform for IT service desks and employee support. Automates ticket resolution, knowledge retrieval, and workflow actions acr…
Score 30.84 · moderate
7. HubSpot
HQ: United States
CRM platform with AI features across marketing, sales, and service hubs. Breeze AI provides content generation, lead scoring, chatbot capabi…
Score 33.63 · moderate
8. Hippocratic AI
HQ: United States
Healthcare-focused generative AI platform developing safety-tested agents for non-diagnostic patient-facing tasks such as care coordination,…
Score 33.46 · moderate
9. Drift (Salesloft)
HQ: United States
Conversational marketing and sales platform, now owned by Salesloft. Provides AI chatbots and buyer-engagement tools that qualify leads, boo…
Score 35.17 · moderate
10. Zapier
HQ: United States
No-code automation platform connecting 7,000+ apps with AI-powered features including natural language automation building, AI chatbots, and…
Score 37.19 · moderate
Want broader options? See all top AI vendors for financial services across every use case, or use the Configure wizard to weight dimensions for your specific procurement.

Related financial services use cases