Finance
made effortless.

Discover the conversational AI agent platform that’s as graceful to deploy as it is to experience.

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An abstract, dark purple-toned image showing a network of nodes, including nodes with icons for ChatGPT, Claude, Gemini, Agentic+, and If/Then statements, all connected to each other and to an icon for the Amelia conversational AI platform, which powers AI agents for banking. Two text bubbles sit above this connected network. The top bubble contains text from a customer that says, "I need to check my balance and find ways to pay off my auto loan faster, can you help?" and has a microphone icon. The bottom bubble contains text from an AI agent for banking that says, "I understand. Your balance is $1,200, and I

Amelia 7 for Financial Services

This is the new
conversational AI.

Amelia 7 masters the art of conversation with voice AI, generative AI, and agentic reasoning to deliver experiences your customers never expected from a bank.

Discover conversational AI that speaks for itself — for your customers, employees, and business.

Get a Demo Explore Use Cases

See the difference.

When banking is easier than basic arithmetic.

Demo: Retail Banking Session

Elevate Your Contact Center

Let staff do what comes naturally. Amelia does the rest.

Talk to an Expert Explore More

Every conversation should move you forward.

BNP Paribas Securities Services

A graphic with a solid green background and white text that displays two customer outcome metrics side-by-side, separated by a thin white vertical line. The metrics reflect outcomes of conversational AI in financial services. The left side shows a large number 1M+ with smaller text below that reads "end users supported." The right side shows a large number 5+ with smaller text below that reads "languages, for multilingual service."
Qualcomm logo

“NOA [powered by Amelia] offers clients a new personalized experience, enabling them to access information and services, when and where they need them.”

Head of Digital Transformation
BNP Paribas Securities Services
A graphic with a solid black background and white text that displays two customer outcome metrics side-by-side, separated by a thin white vertical line. The metrics reflect outcomes of AI agents for banking. The left side shows a large number 100% with smaller text below that reads "of inbound calls answered by Amelia". The right side shows a large number 70% with smaller text below that reads "of calls converted to meetings with financial advisors".
Hoffman Financial Group logo

“Our employees are also empowered with a greater understanding of our prospects from the start, as Amelia captures potential client information before initial meetings and follow-up calls, eliminating the need for cold calls.”

Founder
Hoffman Financial Group
A graphic with a solid maroon background and white text that displays two customer outcome metrics side-by-side, separated by a thin white vertical line. The metrics reflect outcomes of conversational AI in financial services. The left side shows a large number 24/7 with smaller text below that reads "member service support". The right side shows a large number 260k with smaller text below that reads "credit union members served".
American Heritage Credit Union logo

American Heritage Credit Union deployed Amelia to provide member support for a range of digital financial services.


A graphic with a solid blue background and white text that displays two customer outcome metrics side-by-side, separated by a thin white vertical line. The metrics reflect outcomes of AI agents for banking. The left side shows a large number 1M with smaller text below that reads "conversations handled in first 3 months". The right side shows a large number 4.5/5 with smaller text below that reads "net promoter score in first 3 months".
Purple bank icon to the left of the words "Financial Institution" in purple font.

The company deployed Amelia to transform its traditional banking operations with conversational AI, enabling customers to carry out financial tasks simply by speaking with Amelia.


Start Your Journey

Amelia isn’t just effortless, it’s endless.

Here are some of financial services’ favorite use cases.

Manage Balance, Explore Spending

Ask for your balance and see it in real time — no menus, no waits. Amelia unveils an AI‑driven snapshot of where your money went, surfacing patterns, spikes, and anomalies across every account.

Manage & Optimize Loans

Review every loan’s balance, rate, and payoff horizon in an instant — no hold music. Understand your payoff scenarios, make changes to your payments as needed, or find new opportunities.

Report Lost Card or Fraud

Report a lost card and freeze it instantly without waiting. Amelia can check your recent transactions with AI, flagging suspicious charges and guiding your next steps across every account.

Bills & Transfers

Clear any bill with a single request — no forms, no hunting for account numbers. Move money wherever you need it to go without any unnecessary calls.

Learn about Amelia for employees.

Because your people need service too.

IT Services HR Services

We’ve already built what fits you best.

Explore the building blocks to get your financial AI agents up and running quickly.

Pre-Builds

Amelia comes with pre-built, customizable AI agent collections for banking. Quickly build and deploy agents that transfer funds, pay bills, apply for loans, detect and send fraud alerts, and more.

Integrations

Using pre-built integrations with Jack Henry, FiServ, FIS, Guidewire, and Symphony, as well as other business-critical systems, Amelia takes action on behalf of customers and employees — securely and seamlessly.

Industry Expertise

We understand banking. Backed by years of experience working with large financial institutions and leading credit unions, our dedicated team will help you get the most ROI from your AI deployment.

Get Started

We’re built to fit with everything.

Your frequently asked questions, answered.

After all, answering questions is in Amelia’s DNA.

Amelia is a conversational AI platform, purpose-built to automate front-end interactions between companies and users (i.e. customers and/or employees). Amelia also can be deployed to provide employees with real-time, AI-driven assistance during live interactions with internal and external customers.

You can expect several outcomes from using Amelia, including, but not limited to:

  • Significant efficiency improvement in the contact center
  • Increased call containment and concurrency, even when demand spikes
  • Increased customer satisfaction/net promoter scores
  • Reduced customer churn
  • Revenue growth via automated cross-sell and upsell
  • More productive employees, freed from repetitive tasks

Amelia learns from your data — your website, standard operating procedures, transcripts, product catalogues, etc. — to provide relevant and accurate information to customers and employees. Amelia also integrates with enterprise systems, so the platform can securely and seamlessly receive, update, and send data to and from your existing tools and applications, all while carrying out a natural interaction with your customers or employees.

Amelia tackles areas of enterprise business operations that are often understaffed and overloaded with work, such as the contact center or internal service desk. Most of our enterprise customers deploy Amelia to fill gaps caused by labor shortages, freeing existing staff to take on more valuable work, reducing employee burnout, and improving overall operations and user satisfaction.

Most AI solutions in production today are considered “deterministic,” which means the AI follows pre-set workflows to answer questions and perform tasks. This results in rigid conversations that break when people ask questions that deviate even slightly from what the AI solution has been trained on.

Amelia is different. The platform combines deterministic flows (for repeatable, standardized processes) with generative capabilities (for nuanced requests that require flexible reasoning and problem-solving) to increase containment and reduce escalations to humans. Plus, our platform can orchestrate non-Amelia AI agents and other chatbots to complete tasks, meaning you don’t have to rip and replace your existing AI solution.

It’s understandable that customers are frustrated with today’s chatbots and AI solutions. Most chatbots in production today are considered “deterministic,” meaning they follow pre-set workflows and are therefore rigid and insufficient at handling real-world scenarios. In fact, our proprietary research found that 71% of customers can’t fix their customer service issues without escalating to a human. However, after respondents experienced how Amelia handles complex requests with modern AI, nearly 75% of customers say they would prefer buying from a company with AI agent customer service over a company without it.

Within the Amelia platform, you can set guardrails and restrictions on specific topics and actions that you don’t want your AI agent to respond to. In addition, after training Amelia on a specific process, it will never forget, cut corners, or deviate from what it was trained on, so you can trust that it will provide accurate answers and correctly complete tasks — every time.

For the Amelia platform, “agentic” refers to the autonomous way in which the platform understands, reasons, and resolves user requests. The platform’s agentic capability (which we call “Agentic+”) gives Amelia the autonomy to involve the necessary system integrations, company information, deterministic workflows, AI agents, etc. — all of which you build and/or connect to the platform — to successfully complete a task. For your business, this capability means deployment is easier and faster, and user interactions are more natural and successful.

Amelia uses SoundHound AI’s proprietary automatic speech recognition technology, Polaris, to enable voice-based interactions. Polaris is best-in-class ASR technology, backed by 200+ patents, enabling unparalleled voice understanding and intent recognition — regardless of accents, stutters, and environmental noise. In addition, as Amelia completes an API call or workflow, it will fill the time with verbal cues like, “I’m looking into this for you now,” to deliver a more natural conversational experience.

We understand the importance of aligning your AI agent to your brand. From customized UI to brand-specific jargon and tone-of-voice, you can customize your Amelia AI agent to feel like a natural extension of your company.

The Amelia platform is in compliance with industry standards, including: ISO/IEC 27001, SOC 2 Type II, PCI-DSS 3.2.1, and HIPAA Safeguard Rule.

IT solutions for Financial Services

Make IT service
management more intelligent.

Our Autonomics platform enables the AI-driven, end-to-end automation of IT systems through a single pane of glass. Discover this next evolution of AIOps, moving IT leaders from monitoring to action and prevention.

Explore Autonomics Get a Demo
a man wearing a voice-enabled headset

Let’s Partner Toward Value

We’re dedicated to driving results for your business. By partnering with you from pre-sales through deployment and long-term planning, we ensure you unlock the full potential of our platform.

We help you get educated and evaluate your opportunity across a number of dimensions, including:

Discovery

We want to hear from you. What are your challenges, and your aspirations for the future? We’ll see where we can help.

We’ll show you what’s under the hood. Catered demos, technical capabilities and requirements, and more.

We help you move your bottom line. Together, we’ll identify where our platform aligns with your needs to drive high-value outcomes.

Whether you start small or large, our expert team will help you identify the optimal deployment – from use cases to integrations.

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