Banking & Financial ServicesHow is Citi using the Devin agentic coding tool?
About 14,000 Citi engineers use an agentic coding tool (Devin), per The National CIO Review.
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AI agent use cases in Banking & Financial Services
Banks, payments companies, wealth managers, and fintechs.
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Banking & Financial Services
Banking & Financial ServicesHow many interactions has Bank of America's Erica virtual assistant handled?
Bank of America's AI-driven virtual financial assistant Erica has surpassed 3 billion client interactions, assisting nearly 50 million users since launch and averaging more than 58 million interactions a month.
Banking & Financial ServicesHow are Morgan Stanley's financial advisors using AI assistants?
Morgan Stanley Wealth Management launched AI @ Morgan Stanley Debrief, an OpenAI-powered tool that, with client consent, generates meeting notes, surfaces action items, drafts a follow-up email for the advisor to edit, and saves a note into Salesforce.
Banking & Financial ServicesHow much customer service work did Klarna's AI assistant take on?
Klarna's OpenAI-powered assistant had 2.3 million conversations in its first month, two-thirds of Klarna's customer service chats, which Klarna equated to the work of 700 full-time agents.
Banking & Financial ServicesHow is ZayZoon using an AI agent for support?
ZayZoon, an earned wage access fintech, uses Fin for support.
Banking & Financial ServicesHow is Valon using voice AI agents in mortgage servicing?
Valon, a mortgage servicer, uses Decagon voice AI on inbound calls.
Banking & Financial ServicesHow is Swyftx using an AI agent for crypto exchange support?
Swyftx, an Australian crypto exchange, uses Fin for support.
Banking & Financial ServicesHow is SoFi using AI agents for member support?
SoFi (13.7 million members) uses a Sierra AI agent for member support.
Banking & Financial ServicesHow is Send Payments using an AI agent workforce?
Send Payments built interconnected Relevance AI agents for 24/7 customer service and compliance tasks.
Banking & Financial ServicesHow is Rocket Mortgage using AI agents for chat and outbound calls?
Rocket Mortgage grew a Sierra AI agent from a proof of concept to more than 400,000 successful chat conversations and over one million outbound dials each month, per Sierra.
Banking & Financial ServicesHow is Rocket Money using an AI agent for support?
Rocket Money uses Fin for member support.
Banking & Financial ServicesHow did Ripple Treasury use Devin for bug triage?
Ripple's treasury platform team used Devin to investigate the codebase and work its bug backlog.
Banking & Financial ServicesHow is Qonto using AI agents for small-business financial admin?
Qonto's AI agents draft bank transfers, invoices, and pay slips for small-business customers, who approve before anything is sent.
Banking & Financial ServicesHow is Swiss bank Pictet using Claude Code?
Pictet has given around 700 people access to Claude Code and Claude Cowork in a staged rollout and trained more than 500 through 25 workshops.
Banking & Financial ServicesHow did Nubank use Devin to migrate a multi-million-line ETL monolith?
Nubank delegated the migration of its 8-year-old, multi-million-line core ETL monolith to Devin.
Banking & Financial ServicesHow did Kalshi automate customer support with an AI agent?
Kalshi, whose support volume grew from 30,000 tickets in 2024 toward a projected two million by end of 2026, uses Fin.
Banking & Financial ServicesHow is Itaú using the Devin coding agent across its software lifecycle?
Itaú Unibanco, Brazil's largest bank, rolled out Devin across its software development lifecycle.
Banking & Financial ServicesHow is IG Group using an AI agent for trading customer support?
IG Group uses Fin for customer support.
Banking & Financial ServicesHow does Fundrise use an AI agent for investor support?
Fundrise uses Fin for investor support.
Banking & Financial ServicesHow is DXC using AI agents in insurance claims processing?
DXC Technology, which runs core insurance systems for 1,100 customers, brought Claude into its Assure orchestration platform.
Banking & Financial ServicesHow is Chime using voice AI agents at a million calls a month?
Chime uses Decagon voice AI agents for member calls.
Banking & Financial ServicesHow did AngelList speed a Redshift-to-Snowflake migration with Devin?
AngelList used Devin to finish a Redshift-to-Snowflake migration, including the Metabase cutover.
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Tools mentioned & how to build it
Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to Banking & Financial Services cases, never by payment.
Tools mentioned
- Fin AI Agent (Intercom · 6 cases)
Intercom's customer-service AI agent; the most-documented tool in the casefile. - Devin (Cognition · 5 cases)
Autonomous AI software engineer from Cognition. - Claude & Claude Code (Anthropic · 3 cases)
Anthropic's models, Claude Code and enterprise plans. - Decagon (Decagon · 2 cases)
AI customer-support agents for chat, email and voice. - Sierra (Sierra · 2 cases)
Conversational AI agents for customer service, chat and voice. - Relevance AI (Relevance AI · 1 case)
Build an 'AI workforce' of agents, e.g. BDR agents that research and book meetings.
Build a version yourself
- n8n
Open-source workflow automation with AI agent nodes; self-host or cloud. - HubSpot (Breeze agents)
SMB-friendly CRM with Breeze AI agents for prospecting and support. - ElevenLabs
Voice models and a conversational-agent platform behind many voice agents. - Lindy
No-code AI agents for inbox, scheduling and sales admin.
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