Conversational Banking

Interactive demo

AI that talks. AI that acts.
AI your bank can trust.

Build a governed AI agent, tailored to your bank, that understands what a customer needs, pulls real-time context, and completes complex workflows to resolve customer requests.

  1. Step 1Enter your bank email
  2. Step 2Our AI agent builds a working conversational banking assistant in 20 minutes
  3. Step 3Test simulated workflows on your branded sandbox and share with your team

A bank email, so we can read your public site. Nothing installed.

The bank assistant resolving a card dispute in chat: it confirms the charge, opens the dispute, and posts a $240 provisional credit with a case number.

Customer story

Standard Chartered raised the bar for its virtual assistant

“We had set the bar high on the must-haves for our virtual assistant. Our customers are used to a level of service generic chatbots just cannot achieve. Backbase came with all the right experience, training, and tools. It brings personalization, insight, and value to our customers and helps Standard Chartered establish itself as a leader in digital banking.”

81%
containment rate within the first weeks of launch
50%
fewer escalations to a human agent within weeks
2×
customer engagement across messaging channels in 18 months

Why Backbase

Built to deploy in 90 days

Backbase Conversational Banking is pre-trained in the language of banking, to upgrade your digital experience from intent to resolution.

  • Pre-trained on banking: Understands products, rates, and policies out of the box.
  • Regulated action execution: Resolves workflows end to end instead of routing to forms.
  • Zero-hallucination guardrails: Multi-layered compliance built directly into the architecture.
  • Fast time to value: Deploy on top of any digital banking stack.

Build custom demo

How it compares

The difference between a chatbot and a true banking assistant

Most conversational tools stop at deflecting basic inquiries with static scripts. Backbase connects directly to your live core systems, account policies, and workflows to resolve customer requests on the spot.

Backbase Conversational Banking Point-solution chatbots
Yes:Resolves requests end to endNo:Answers questions
Yes:Understands intent, reasons across contextNo:Follows a fixed script
Yes:Acts - and knows when to involve a humanNo:Escalates when it cannot cope
Yes:Built for banking, not bolted onto itNo:Generic, cross-industry AI
Yes:Connected to live data, policies, and workflowsNo:Disconnected from bank systems
Yes:Compliance enforced by the architectureNo:Governance added afterward

See it on your own bank

Twenty minutes from an email address to a working assistant, on your brand, that you can share with your team.

Build my agent