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Conversational AI for Financial Services
Provide intelligent, secure, and personalized AI-powered customer service for finance and banking customers.
The financial services industry faces challenges in achieving digital transformation. High abandonment rates, wasted agent time on basic transactions, and lengthy authentication processes. With Conversational AI in banking and finance, you can overcome these challenges and tighten security, improve customer service, and boost profitability.
Deliver exceptional, personalized, and secure banking and financial customer service with AI, giving customers the reassurance they need, on whatever channel of communication they prefer.
Our AI-powered voice assistants for banking customer service understand callers’ needs with 96%+ accuracy and handle even the most complex financial requests or correctly route the customer to web-based self-services or an agent, so you can resolve issues promptly.
AI-powered virtual agents eliminate hold times and time-wasting transfers, ensuring prompt support even during peak times. Perfect for when a customer has an urgent financial query and requires immediate support.
AI analyzes customer data so you can offer tailored recommendations based on customer needs and preferences, and help customers navigate their specific banking or financial queries with ease.
Nearly 30% of calls to financial services call centers are repetitive, using valuable agent time. With real-time agent assistance and Conversational AI, you can scale your business to meet spikes in demand and still provide customers with the service experience they demand.
Reduce Call Handling Time and Costs
Reduce costs and improve efficiency by automating routine tasks. Our AI solution handles financial-specific requests, including checking balances, ordering cards, updating accounts, freeing staff to focus on more complex issues, shortening call times, and reducing the need for additional agents.
Optimize Self-Service
Analyze call center data to uncover common customer issues and behaviors so you can proactively address inquiries via FAQs, new self-service options, and improve agent training.
Reduce Fraud Risk
More effectively authenticate callers before they reach your agents and mitigate the risk of agents being tricked by fraudsters so you can safeguard your customers' finances and build trust and brand loyalty.
Our proven AI applications in banking customer service are trusted by global financial institutions to optimize customer journeys and strengthen security.
With over 300 out-of-the-box models specifically trained on banking and finance intents and data, our platform helps you design and deploy Conversational AI applications in days to automate common service tasks.
From balance checks to card replacements, our AI applications for banking and finance customer service make everyday processes fast, accurate, and seamless.
30/10/2025
Reviewer Role:
Group Product Manager
Company Size:
3B - 10B USD
Industry:
Energy and Utilities
Omilia demonstrated a strong commitment to partnership. Their team took the time to understand our business goals and technical landscape. The implementation process was smooth with clear milestones, proactive communication, and a collaborative approach that made complex integrations feel manageable.
Read More29/10/2025
Reviewer Role:
Director of Operations
Company Size:
250M - 500M USD
Industry:
Banking
The Omilia team is eager to ensure our application is capturing the best possible customer experience!
Read More29/10/2025
Reviewer Role:
SR. MANAGER
Company Size:
3B - 10B USD
Industry:
Banking
Overall, my experience with Omilia has been very good. It's rare to engage with a vendor where it feels like a true partnership, and they care as much about the customer experience as we do.
Read More28/10/2025
Reviewer Role:
Software Development Manager
Company Size:
30B + USD
Industry:
Banking
Omilia Professional Services has gone above and beyond to help us achieve our goals. The platform has also given us a footing to deliver outstanding customer experiences. I'm very excited by Omilia's product roadmap, which gives me a lot of hope for the future of voice servicing.
Read More24/10/2025
Reviewer Role:
IT Associate
Company Size:
50M - 250M USD
Industry:
Consumer Goods
Omilia has all of the technology to offer best in class conversational natural language interactions. Tuning software for telephony and contact center use cases is something that many vendors have not achieved. But Omilia excels in this space. As someone who has used their competitors technology for decades, their speech recognition accuracy surprised me.
Read More23/10/2025
Reviewer Role:
DIRECTOR OF CUSTOMER SERVICE AND SUPPORT
Company Size:
500M - 1B USD
Industry:
Banking
It is a pleasure and productive working relationship with Omilia. One of our main areas of productivity (AHT, total work time) has seen a noticiable improvement thanks to the tools we presently utilize. They are incredibly supportive and detail oriented.
Read More23/10/2025
Reviewer Role:
IT MANAGER
Company Size:
10B - 30B USD
Industry:
Energy and Utilities
Omilia has been a great partner. They have delivered amazing AI solutions that fits our needs. The team that has been working with us are phenomenal and best at what they do. They are customer focused and always come up with innovative solutions that are very helpful to our business.
Read More23/10/2025
Reviewer Role:
Manager, Customer Service and Support
Company Size:
1B - 3B USD
Industry:
Energy and Utilities
The Omilia team have been great partners. We have worked closely with them for more than 3 years to develop, build, maintain, and improve our IVR.
Read More22/10/2025
Reviewer Role:
Engineering Manager
Company Size:
10B - 30B USD
Industry:
Banking
Overall, a very positive experience. Vendor is very receptive to their customer feedback. Good customer service.
Read More22/10/2025
Reviewer Role:
IT Associate
Company Size:
1B - 3B USD
Industry:
Energy and Utilities
Omilia has proven to be a strong and collaborative partner in deploying the Omilia IVR solution at our company. Their conversational AI platform has delivered highly effective NLU experience that not only meets but exceeds the legacy system it replaced. The Omilia team brought deep technical expertise and a customer first mindset to the engagement.
Read More22/10/2025
Reviewer Role:
Group Product Manager
Company Size:
<50M USD
Industry:
Travel and Hospitality
Omilia is really innovative and is proactive in sharing recommendations about our business application and how we can improve our experiences. They really have our best interest in mind.
Read More13/10/2025
Reviewer Role:
Director of IT
Company Size:
500M - 1B USD
Industry:
Banking Industry
Of all the vendor relationships I have had, Omilia has been the most enjoyable to work with. The Omilia team always has an answer to questions I have regarding their platform.
Read More06/10/2025
Reviewer Role:
AVP of Service Center Operations
Company Size:
50M - 250M USD
Industry:
Banking Industry
01/10/2025
Reviewer Role:
Operations
Company Size:
3B - 10B USD
Industry:
Travel and Hospitality Industry
Omilia has been a crucial partner in helping us scale quickly and more importantly working to build out features, updates, and improvements to our system quickly in a rapidly changing landscape.
Read More01/06/2024
Reviewer Role:
Engineering - Other
Company Size:
10B - 30B USD
Industry:
Banking Industry
Overall, a very positive experience. Vendor is very receptive of their customer feedback. Very good customer service.
Read More24/07/2024
Reviewer Role:
IT Services
Company Size:
10B - 30B USD
Industry:
Banking Industry
Every employee of Omilia I came into contact with is proud of their company and wants every engagement to be a successful one.
Read More05/07/2024
Reviewer Role:
IT
Company Size:
10B - 30B USD
Industry:
Energy and Utilities Industry
Our overall experience with implementing with the Omilia project team was excellent. They quickly understood our requirements and also offered feedback and potential room for improvement.
Read More05/07/2024
Reviewer Role:
IT
Company Size:
1B - 3B USD
Industry:
Banking Industry
Stable network that works great for the self-service of our client's needs. Seamless workflow when changes are needed to update intents
Read More11/07/2024
Reviewer Role:
IT
Company Size:
10B - 30B USD
Industry:
Travel and Hospitality Industry
Omilia has gone above and beyond to meet our needs. Our deployment was quick, and the support was excellent.
Read More11/07/2024
Reviewer Role:
IT
Company Size:
10B - 30B USD
Industry:
Travel and Hospitality Industry
We have been very impressed with Omilia's IVR solution and people. Everything from interacting with Omilia staff to requirements gathering and implementation has been exceptional. This IVR was selected due to its AI abilities and so far it has delivered what was promised.
Read More11/07/2024
Reviewer Role:
Engineering - Other
Company Size:
10B - 30B USD
Industry:
Banking Industry
Omilia has been very responsive to issues and questions we have had through the entire process.
Read More15/07/2024
Reviewer Role:
Operations
Company Size:
250M - 500M USD
Industry:
Energy and Utilities Industry
Omilia teams were able to deliver on complex use cases quickly, helping us meet our delivery schedule. They continue to collaborate closely with our teams on IVR optimizations.
Read More15/07/2024
Reviewer Role:
Customer Service and Support
Company Size:
10B - 30B USD
Industry:
Manufacturing Industry
Excellent experience. Leveraged Omilia to deliver an improved customer experience.
Read More16/07/2024
Reviewer Role:
Operations
Company Size:
250M - 500M USD
Industry:
Travel and Hospitality Industry
Omilia has been a great partner from the first POC test to market test.
Read More19/07/2024
Reviewer Role:
Engineering - Other
Company Size:
250M - 500M USD
Industry:
Banking Industry
Ability to deliver complex use cases with top quality; agility and top speed. Hundreds of out of the box functionalities in the contact center space.
Read More19/07/2024
Reviewer Role:
Product Management
Company Size:
<50M USD
Industry:
Banking Industry
Omilia has been a great partner for us to date, and has been particularly flexible/accomodating to our unique needs. We have a strong POV/vision of vision for IVR both from customer/business and E2E tech stack perspectives, of which Omilia has been fully aligned and supporting.
Read More29/07/2024
Reviewer Role:
Customer Service and Support
Company Size:
3B - 10B USD
Industry:
Healthcare and Biotech Industry
The Omilia team is compiled of experts. They care about the functionality of their product and the success of their clients. I felt valued as a customer.
Read More29/07/2024
Reviewer Role:
Software Development
Company Size:
3B - 10B USD
Industry:
Banking Industry
Overall, my experience with Omilia has been very good. It's rare to engage with a vendor where it feels like a true partnership, and they care as much about the customer experience as we do.
Read More28/08/2024
Reviewer Role:
IT
Company Size:
10B - 30B USD
Industry:
Energy and Utilities Industry
Omilia has been a great partner. They have delivered amazing AI solutions that fits our needs. The team that has been working with us are phenomenal and best at what they do. They are customer focused and always come up with innovative solutions that are very helpful to our business. Omilia team is very adjustable to the time and needs of the customer.
Read More
