AI for Financial Services

AI for Banking is a pre-built agentic AI application from Kore.ai that delivers banking-specific use cases, integrations, and compliance out of the box, accelerating time-to-value and ROI for banks and credit unions at scale.

Automate customer-facing and internal workflows with agentic automation, freeing human agents to focus on high-value client relationships. Drive trusted customer experiences, and improve operational efficiency.

Microsoft + Kore.ai: Better Together for Banking

Microsoft provides the engagement and cloud foundation, while Kore.ai brings intelligence, automation, and domain execution. AI for Banking runs on Microsoft Azure AI Foundry, integrating with Dynamics 365 Contact Center, Microsoft Teams, Copilot, and Azure Communication Services to deliver a unified service resolution engine.

• Shorter deployment timelines enable faster ROI

• Enhances Dynamics 365 Contact Center with ready-to-deploy, compliant banking agents

What sets AI for Banking apart:

• Pre-built banking AI agents ready to deploy

• Proven workflows for banking

• Pre-built core banking, card platform and other integrations

• FINRA, PCI DSS, SOC 2 Type II and GDPR compliant

Business impact:

• 20-30% reduction in contact center costs

• 50-60% containment rate with self service support

• 20-30% reduction in average handle time

• 10-20% improvement in CSAT and NPS

Pre-built integrations:

• Core banking & card platforms: FIS, Jack Henry, TTEC, Corelation, Fiserv, Visifi, CO-OP, PSCU, Fiserv, FIS

• Bill pay/P2P payments: iPay, Payveris, SWBC, Zelle, Payrailz, PSCU, CheckFree

• Digital platforms: Banno, Q2, Candescent, Alkami

• Location services: CO-OP, Wave2 Branch & ATM Locator, Google Maps

• CRM and ERP: Dynamics 365, Salesforce, Hubspot, SAP and others

• Customer service platforms: Dynamics 365 Contact Center, Genesys, NiCE, Five9 and others

• Channels: 20+ channels across voice, web, app, social including Microsoft Teams, Microsoft Copilot

• AI platforms: Azure AI Foundry and others

• Cloud: Azure and others

• 100+ other integrations

Key use cases:

Account management, Money movement, Dispute management, Authentication management, Proactive notifications/cross sell, Account updates

Enterprise-grade compliance:

• FINRA, PCI DSS, SOC 2 Type II, ISO 27001, and GDPR compliant

Operating at enterprise scale:

• Handling billions of voice interactions for banking clients

• Leading financial services across the globe trust Kore.ai

Financial services organizations can customize and extend AI for Banking using Kore.ai's industry-leading Agent Platform, enabling them to build, scale, and govern banking AI agents tailored to their unique operational needs.