The best AI agents for banking and financial services in 2026

1. 1

   F

   FLOWX.AIPriced by quote

   Mortgage underwriting agents sit inside BPMN processes connected to Jack Henry, FIS, Finastra or Temenos cores, with an approval gate after each AI step. The AML and fraud stack gathers evidence into case files, builds event timelines and compiles SAR ready submissions for investigator review.

2. 2

   A

   AppianPriced by quote

   Customer Lifecycle Management runs onboarding, KYC and servicing as process models, and agents placed as steps inside them extract data from applicant documents with DocCenter for Financial Services and query customer records. Deterministic checks, validations and human approvals stay in the surrounding process, which keeps an audit trail of every run.

3. 3

   M

   Moveo.AIPriced by quote

   Collections agents reach out on WhatsApp, voice and chat, reference a customer's payment history and offer a repayment plan inside limits the bank sets. It also nudges new cardholders toward a first purchase, and it runs on premises with privately hosted models so conversations stay inside the bank.

4. 4

   B

   Bretton AIPriced by quote

   AML, KYC, KYB and sanctions agents run a whole investigation for banks and fintechs, gathering evidence from the institution's records and more than 180 data sources and drafting the case to its policies. A compliance analyst approves each case, and agents work over systems the bank runs, such as NICE Actimize, nCino and FICO.

5. 5

   A

   ArtianPriced by quote

   Break Remediation works breaks in trade and risk pipelines, Client Operations handles prospecting, onboarding and servicing for wealth firms, and Batch Operations catches operational incidents, each set to the firm's own rules. High impact fixes go to a person first, and every decision is kept in an audit log the firm can export.

6. 6

   F

   ForestPriced by quote

   KYC and KYB onboarding, sanctions screening, AML investigations and dispute handling run as shared workflows where analysts and agents work the same case. The backend sits inside the bank or fintech's own infrastructure, high risk actions wait for human approval, and every step can be exported as a regulator ready bundle.

7. 7

   G

   GliaPriced by quote

   Routine calls and digital questions across more than a thousand banking journeys go to Glia Banker, and Agentic Workflows complete tasks such as freezing a card or moving money between accounts. Each institution picks which steps need a person, and Glia Outreach runs voice and SMS campaigns to grow deposits and cut delinquencies.

8. 8

   S

   SardinePriced by quote

   Agent Hub agents review sanctions and PEP alerts, monitor transactions, run business due diligence and file disputes, and each alert comes back with a recommended disposition and rationale for an analyst. The SAR agent drafts a narrative from the case summary only after the analyst decides to file.

9. 9

   G

   Gradient LabsPriced by quote

   The Disputes Agent classifies a card dispute against scheme reason codes, gathers evidence and files the chargeback with Visa or Mastercard once a person approves, and the Lending Agent works borrowers from abandoned applications to collections. Each agent follows procedures written in plain English, and guardrails catch complaints and financial difficulty.

10. 10

    O

    OpenseePriced by quote

    Agensee works on Opensee's platform for sell side and buy side firms, covering market, counterparty credit and liquidity risk, collateral and margin, and IRRBB. Risk data teams have it check each day's data and flag anomalies in seconds, and a quant can describe a new calculator that it builds from the firm's methodology document.

Broader platforms that also cover banking and financial services

These 102 vendors sell a wider product and name work for banking and financial services as one of its uses. They suit a company that already runs on the platform or wants one agent layer across several teams.

C

Camunda

The AI Agent sub process triages incoming loan files, calls credit and KYC checks as service tasks and hands borderline files to an underwriter in Tasklist. A gateway in front of the MCP client lets read operations through and sends write actions to a person for sign off.

D

Dynamiq

A lender's loan file review agent screens each upload with a PII guardrail, checks it against credit policy in the knowledge base and holds the update at an approval node for an underwriter to edit and approve. KYC and AML alert triage run the same way, with analyst approval and every step traced.

P

Pega

A bank's employees can call agents from chat or email while every action runs inside an approved, auditable workflow, so an agent cannot improvise its way through a regulated process. A document agent splits, sorts and triages complex customer files, and Agent Tracer records every step and response.

U

UiPath

Agents extract onboarding data, run KYC and AML research across jurisdictions and route a complete due diligence package to the relationship manager, and they adjudicate sanctions and PEP alerts while analysts make the real risk calls. For card disputes they apply Reg E and network rules, with complex cases reviewed in Action Center.

F

Flowable

Know Your Business onboarding runs as a case in which a document agent classifies incoming files, a knowledge agent checks them against policy and the orchestrator agent proposes the next step in the case chat. High stakes actions wait for an analyst, and every model exchange is logged down to the tokens used.

G

Grep AI

Onboarding, credit and coverage work for banks and fintechs runs as agents built from a team's own review criteria, covering KYB, sanctions and adverse media screening, credit memos and client briefs. Swarms clear a backlog of cases and send flagged ones to analysts, and banks can deploy Grep inside their own perimeter.

Picks by what you need most

Best for complex multi step work

F

FLOWX.AI

Documents the most on orchestration, memory, and knowledge grounding among the specialists.

Best for regulated and governed deployments

A

Appian

Documents the most on security, auditability, and human oversight among the specialists.

Best for developer extensibility

M

Moveo.AI

Documents the most on APIs, MCP support, and tool calling among the specialists.

Best for fastest time to value

B

Bretton AI

Documents the most on prebuilt packs and channel coverage among the specialists.

How they charge

Published prices: 19 of 135

Plans and prices are on the website, and a team can start without a sales call. Examples:

G

Grep AI,

O

Odin AI,

S

SimplAI and

Z

ZenML.

Priced by quote: 112 of 135

Sold through a sales team, with pricing set per customer. Examples:

C

Camunda,

F

FLOWX.AI,

A

Appian and

D

Dynamiq.

Pricing not published: 4 of 135

No pricing model could be confirmed from public sources.

Compare pricing across the whole index

Where they run

Private cloud: 33 of 135

Runs inside the customer's own cloud account. Examples:

F

FLOWX.AI,

D

Dynamiq,

G

Grep AI and

O

Odin AI.

On premises or self hosted: 56 of 135

Runs on infrastructure the customer operates. Examples:

F

FLOWX.AI,

A

Appian,

D

Dynamiq and

P

Pega.

The rest run as a cloud service operated by the vendor.

What to check before a shortlist

Where it runs

Many financial firms need private cloud or on premises deployment. Check the options before a long evaluation.

What it may do alone

Answering a balance question is different from moving money or approving a loan. Check which actions wait for a person.

The trail it leaves

Examiners ask for evidence. Look for a full record of what the agent saw, said and did.

Which model it uses

Model risk teams ask which model is behind an answer and how it is tested. Look at whether the firm can choose the model and review how it performs.

Head to head

AppianvsCamundaCamundavsPegaCamundavsFlowableFLOWX.AIvsWonderfulNewgenvsPegaBlits.aivsKore.aiFlowablevsNewgenBizagivsCamundaAppianvsBizagiBizagivsNewgenInfobipvsSinchAltiliavsUiPath

All 135 AI agents for banking and financial services

11th EstateAigenseiAirrivedAkro AIAktifyAlphaBitCoreAltiliaAnchor BrowserAndesiteAppianArtianAssailAutomat AIAutonom8AviaryAIBalerion AIBizagiBlits.aiBlitzyBretton AIBriefCallersCamundaCascaClutch SecurityCorelayerD3 Security (Morpheus)DecagonDenkiDialpadDomodSiloDynamiqEnateFiniFireflies.aiFive9FloatbotFlowableFLOWX.AIForestFreshworksFutworkGigaGliaGnani.aiGradient LabsGrep AIHebbiaHorizon3.aiInfobipInstabaseItentialJustCallKaaj AIKastleKhorosKore.aiLasso SecurityLevel AILinx SecurityLiveKitLivePersonLorikeetLuMayMagnitudeMaisaMechanical OrchardMendixModerneMOGOPLUSMoterraMoveo.AIMycroftNewgenNexthinkNextLevel.AIObin AIOceanOdin AIOpenseeOperant AIParashiftPegaPennant TechnologiesPhenomPointeePolyAIPortal26PortersQuiqRaudaRegalRelcuReN3RiskFront AIRivvun AI

R

Robylon AIRogoRunSybilSalientSardineSensoShakudoSierraSimplAISinchSleekFlowSolda AISpring LabsSquadStack.aiSS&C Blue PrismStraikerTabbyTalkdeskThreatModelerTidalWaveTraceloopTraversalTungsten AutomationUiPathUnit21VantedgeAIVarianceVerintVibrium AIVivox AIVoice.aiWand AIWaniwaniWitnessAIWIZ.AIWonderfulZenMLZeron

Common questions

What are the best AI agents for banking and financial services?

FLOWX.AI, Appian, and Moveo.AI lead the 33 products built for banking and financial services tracked by Agentic Index, and Camunda, Dynamiq, and Pega lead the 102 broader platforms that also cover it. The list is ordered by how many of the same 14 capabilities each vendor documents in public sources, and no vendor pays for placement.

How much do AI agents for banking and financial services cost?

19 of the 135 researched vendors publish their prices, so a team can see plans and start without a sales call. 112 sell by quote through a sales team. Each vendor profile on Agentic Index lists the pricing model and any published prices.

Can AI agents for banking and financial services run in a private cloud or on premises?

Most run as a cloud service. 33 of the 135 researched vendors document a private cloud option and 56 document an on premises or self hosted option.

How many AI agents for banking and financial services are there?

Agentic Index tracks 135 AI agents for banking and financial services. Every one is researched from public sources and listed on this page.