All Industries/Financial Services & Insurance

Financial Services & Insurance

AI tools for banking, insurance, lending, wealth management, and fintech — from fraud detection to automated compliance and intelligent financial planning.

60 AI tools recommended for this industry

ChatGPT

AI assistant for writing, analysis, and creative tasks

4.7(48,200)

Free / $20/mo Plus

Salesforce Einstein

AI-powered CRM intelligence built into Salesforce

4.5(4,800)

From $50/user/mo add-on

HubSpot CRM

Free CRM with AI-powered sales tools

4.5(8,200)

Free / from $15/mo

Gong

Revenue intelligence platform powered by AI

4.7(3,400)

Custom pricing

Clari

AI-powered revenue platform for forecasting

4.5(1,800)

Custom pricing

Intercom

AI-first customer service platform

4.5(5,200)

From $39/mo

Zendesk

AI-powered customer service and support platform

4.4(7,800)

From $19/agent/mo

Ada

AI-powered customer service automation platform

4.6(1,200)

Custom pricing

Zapier

AI-powered automation connecting 6,000+ apps

4.6(9,800)

Free / from $19.99/mo

Docusign IAM

AI-powered intelligent agreement management

4.5(8,900)

From $10/mo

Slack

AI-powered team communication and workflow hub

4.5(14,200)

Free / from $7.25/user/mo

Microsoft 365 Copilot

AI assistant embedded across Microsoft 365 apps

4.3(7,800)

$30/user/mo add-on

UiPath

AI-powered robotic process automation platform

4.6(4,500)

Free / custom pricing

Tableau

AI-powered visual analytics and business intelligence

4.6(8,200)

From $15/user/mo

Microsoft Power BI

AI-enhanced business analytics by Microsoft

4.5(9,600)

Free / from $10/user/mo

Looker (Google Cloud)

AI-powered business intelligence platform

4.4(3,400)

Custom pricing

Amplitude

AI-powered digital analytics platform

4.5(3,200)

Free / custom pricing

ThoughtSpot

AI-powered analytics with natural language search

4.5(1,200)

Free / custom pricing

QuickBooks

AI-powered accounting for small businesses

4.3(12,400)

From $30/mo

Xero

AI-driven cloud accounting platform

4.4(6,800)

From $15/mo

Brex

AI-powered spend management for modern businesses

4.5(2,400)

Free / from $12/user/mo

Ramp

AI-powered corporate card and spend management

4.8(3,200)

Free

Stripe

AI-powered payment infrastructure for the internet

4.7(9,800)

2.9% + 30¢ per transaction

BILL

AI-powered accounts payable and receivable automation

4.3(3,600)

From $45/user/mo

Expensify

AI-powered expense management and reporting

4.4(4,200)

Free / from $5/user/mo

Planful

AI-powered financial planning and analysis (FP&A)

4.4(860)

Custom pricing

Anaplan

AI-connected enterprise planning platform

4.4(1,600)

Custom pricing

Tipalti

AI-powered global payables automation

4.5(980)

Custom pricing

CrowdStrike

AI-native cybersecurity platform

4.7(4,800)

Custom pricing

Darktrace

Self-learning AI for cyber defence

4.4(1,600)

Custom pricing

1Password

AI-enhanced password and access management

4.7(8,200)

From $2.99/mo

Okta

AI-powered identity and access management

4.5(5,600)

From $2/user/mo

Vanta

AI-powered security compliance automation

4.6(2,400)

Custom pricing

Drata

AI-powered compliance automation platform

4.6(1,800)

Custom pricing

Abnormal Security

AI-powered email security against advanced threats

4.7(920)

Custom pricing

Claude

Anthropic's AI assistant for thoughtful writing and analysis

4.8(32,400)

Free / $20/mo Pro

Puzzle

AI-first accounting software for startups

4.4(1,800)

Free / $50/mo Plus

Float

AI-powered cash flow forecasting for businesses

4.5(2,400)

From $59/mo

Runway Financial

AI-powered financial planning and forecasting platform

4.5(1,600)

Custom pricing

Vic.ai

Autonomous AI for accounts payable processing

4.4(1,200)

Custom pricing

Digits

AI-powered financial reports and accounting automation

4.5(2,600)

From $49/mo

Shift Technology

AI-powered fraud detection and claims automation for insurers

4.6(1,200)

Custom pricing

FRISS

Trust automation platform for P&C insurance fraud and risk

4.5(980)

Custom pricing

Tractable

Computer vision AI for vehicle and property claims assessment

4.6(1,400)

Custom pricing

Gradient AI

AI underwriting and claims analytics for insurance carriers

4.5(850)

Custom pricing

Sixfold

AI underwriting automation for commercial insurance

4.5(620)

Custom pricing

Feedzai

AI-native fraud and financial crime prevention for banks

4.7(2,800)

Custom pricing

Napier AI

AI-powered anti-money laundering compliance platform

4.5(1,100)

Custom pricing

ComplyAdvantage

AI-driven AML screening and financial crime risk management

4.6(2,200)

Custom pricing

Silent Eight

AI alert resolution for AML compliance at global banks

4.5(780)

Custom pricing

Sumsub

Full-cycle KYC and identity verification platform

4.6(3,200)

Free / Custom pricing

Onfido

AI identity verification trusted by 2,500+ document types

4.6(2,600)

Custom pricing

Personetics

AI-powered customer engagement and insights for banks

4.6(1,800)

Custom pricing

Zest AI

AI-automated credit underwriting for fairer lending decisions

4.7(1,600)

Custom pricing

Upstart

AI lending platform that analyses 1,600+ variables for credit decisions

4.5(4,200)

Custom pricing

Pagaya

AI credit decisioning network for inclusive lending

4.4(2,100)

Custom pricing

Scienaptic AI

AI credit decisioning platform processing 3M+ decisions monthly

4.5(920)

Custom pricing

Ocrolus

AI document analysis for loan processing with 99%+ accuracy

4.6(1,300)

Custom pricing

TurnKey Lender

End-to-end lending automation with AI credit decisioning

4.5(1,100)

Custom pricing

TrueAccord

AI-powered digital debt collection and recovery platform

4.4(950)

Custom pricing

Other Industries

Healthcare & Life Sciences

36 apps

Retail & E-commerce

46 apps

Legal & Law

35 apps

Automotive & Financing

41 apps