Banking & Finance

AI that powers real banking workflows.

Automate customer interactions, streamline operations, and strengthen compliance — with agents built for regulated financial environments and connected to your core.

Built for regulated environments On-prem · Private cloud · Hybrid Audit-ready workflows SOC 2 · ISO 27001
80%
of queries resolved autonomously*
60%
faster KYC processing*
lead conversion lift*
40%
cost reduction in support ops*
Demos

See banking AI in action

Voice banking support

Real-time voice resolution — balances, disputes, card actions — with warm human handover.

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Agentic banking chatbot

Chat workflows with backend execution in your core systems.

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WhatsApp banking

Conversational banking, product assistance, and documents in the thread.

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Email automation

Statement requests, triage, and workflow execution from the inbox.

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Collections AI

Compliant, personalised recovery outreach across channels.

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KYC & onboarding

Document intake, verification, screening, and account opening.

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In Action

Fraud response, executed live

OVADO AGENT · BANKING
There's a $450 charge on my account I didn't authorise.
I found it — $450.00 at an online electronics merchant, yesterday 21:14. It doesn’t match your pattern. I can block the card and file a dispute right now — shall I?
Yes, do it.
✓ Card blocked · Dispute filed · Replacement ordered
Done. Your card is blocked, the dispute is filed, and a replacement arrives in 2–3 days. Provisional credit will show within 48 hours.

From the first hello to the final ledger entry

Ovado agents run the full journey — onboarding, servicing, lending support, collections — inside the systems your bank already trusts.

  • Multi-channel context carried across every interaction
  • Actions executed in core banking under policy control
  • Escalations reach humans with the full case assembled
Core Banking CRM Voice WhatsApp
Customer Experience

Make every banking interaction effortless

Agents handle the full customer journey — from first onboarding to daily support — across every channel.

KYC & onboarding

Instant verification and screening — minutes of paperwork instead of days of back-and-forth.

Account opening

Fully digital, straight-through account creation with the audit file built as it happens.

Personalised assistance

Context-aware answers and product guidance drawn from the customer’s actual relationship.

Transaction support

Real-time query resolution — disputes, limits, transfers — completed in the conversation.

Proactive fraud alerts

Suspicious activity flagged to customers before it becomes a complaint.

Omnichannel continuity

Voice, chat, WhatsApp, and email — one conversation, wherever it continues.

Operations

Optimise what happens behind the counter

COMPLIANCE

KYC & compliance automation

Verification, screening, and regulatory reporting run continuously — with evidence files ready for any review.

LENDING

Loan processing & risk support

Document collection, checks, and credit memo drafting compressed from days to hours.

RISK

Fraud detection & monitoring

Transaction anomalies surfaced in real time, with response workflows triggered automatically.

BACK OFFICE

Document processing & insight

Forms, statements, and reports processed and summarised — searchable in plain language.

Higher
CSAT from instant resolution
40+ hrs
saved per agent monthly*
24/7
coverage in 100+ languages
100%
of actions audit-logged
Why Ovado

Built for banking

SECURE

Designed for regulated environments

SOC 2 and ISO 27001 certified, with on-premise and air-gapped deployment for full data sovereignty.

CONNECTED

Works with your core

Certified connectors for major core banking platforms, CRMs, and the legacy systems in between.

AUDITABLE

Every action tracked

Immutable, replayable trails for every agent decision — built for regulators and internal audit alike.

SCALABLE

Handles millions of interactions

Peak-season volumes absorbed without queues, across every channel simultaneously.

Integrations

Connected to your banking stack

Deep, governed connections to the systems where banking actually happens.

CORE BANKING
Finacle, Fiserv, T24
CRM
Salesforce, Dynamics
ERP
SAP, Oracle
TICKETING
Zendesk, ServiceNow
TELEPHONY
Twilio, Genesys
OVADO AI
CORE ENGINE
MCP / APIS
REST, GraphQL
COLLABORATION
Slack, Teams
ANALYTICS
Power BI, Tableau
LEGACY
DB2, AS/400
DATA
Snowflake, Postgres

1000+ integrations available

Explore All Integrations
FAQ

Common questions, answered

Through certified connectors for major core platforms (Finacle, Fiserv, T24, Oracle Banking and more), plus MCP-based custom connectors — with real-time reads and governed, policy-bound writes.

Ovado is SOC 2 and ISO 27001 certified, with tooling for GDPR and regional frameworks: audit trails, data masking, role-based access, and on-premise or air-gapped deployment for full data sovereignty.

Yes — under your policies. Sensitive actions can require step-up verification or human approval, and every action is logged and replayable.

Yes — KYC verification runs as a straight-through flow with screening built in, while fraud models watch transactions continuously and trigger response workflows with human gates on adverse actions.

Programs are scoped around autonomous resolution rate, KYC cycle time, and cost per interaction. We baseline your numbers in the first workshop and measure every deployment against them.

Not Just AI. Execution.

“No isolated chatbots. No disconnected tools. No manual follow-ups. Just agents connected to your systems, completing banking operations end to end.”

Get Started

Build the next generation of banking.

Bring one banking workflow to the demo — we’ll run it end to end on the platform.

Book a Demo