AI agents and assistants in financial services software: which vendors mention it (2026)

Updated 13 October 2026 · Products whose own public text names the capability, with the vendors that have confirmed it, from the Vederca registry.

113 products from 84 vendors in the Vederca registry mention ai agents and assistants in their own public text; none has yet confirmed it in the vendor portal, so each is a mention to test. A mention is the vendor's own words, never Vederca's reading of them, and never shown as a confirmation.

The products that mention ai agents and assistants

ProductVendorCategoryHQ countryOn record as
Alation Intelligence Operating System (AIOS)AlationData and analyticsUnited StatesMentioned on its own pages
Alteryx OneAlteryxData and analyticsUnited StatesMentioned on its own pages
Intelligent WorkplaceArincoCRM and customer experienceAustraliaMentioned on its own pages
Data QualityAtaccamaData and analyticsCanadaMentioned on its own pages
Context LakehouseAtlanData and analyticsSingaporeMentioned on its own pages
Agentic Process Automation SystemAutomation AnywhereAutomation and workflowUnited StatesMentioned on its own pages
AI Agent StudioAutomation AnywhereAIUnited StatesMentioned on its own pages
Avaya InfinityAvayaCRM and customer experienceUnited StatesMentioned on its own pages
QuantumBehavoxRegulatory reporting and riskUnited KingdomMentioned on its own pages
Chat AutomationBoost.aiCRM and customer experienceNorwayMentioned on its own pages
Conversational AI PlatformBoost.aiAINorwayMentioned on its own pages
BrazeAIBrazeCRM and customer experienceUnited StatesMentioned on its own pages
AgentNextBUSINESSNEXTCRM and customer experienceIndiaMentioned on its own pages
LendingNextBUSINESSNEXTCRM and customer experienceIndiaMentioned on its own pages
C3 Agentic AI PlatformC3 AIAIUnited StatesMentioned on its own pages
C3 AI ApplicationsC3 AIAIUnited StatesMentioned on its own pages
C3 Generative AIC3 AIAIUnited StatesMentioned on its own pages
Developer Assist AgentCheckmarxCybersecurityIsraelMentioned on its own pages
CleverAICleverTapCRM and customer experienceUnited StatesMentioned on its own pages
CAIRACogitateInsurance coreUnited StatesMentioned on its own pages
DigitalEdge ClaimsCogitateInsurance coreUnited StatesMentioned on its own pages
EmbedCohereAICanadaMentioned on its own pages
RerankCohereAICanadaMentioned on its own pages
Creatio MarketingCreatioCRM and customer experienceUnited StatesMentioned on its own pages
Creatio SalesCreatioCRM and customer experienceUnited StatesMentioned on its own pages
AutopilotCytoraInsurance coreUnited KingdomMentioned on its own pages
Daloopa APIDaloopaAIUnited StatesMentioned on its own pages
Daloopa MCPDaloopaAIUnited StatesMentioned on its own pages
Darktrace / SECURE AIDarktraceCybersecurityUnited KingdomMentioned on its own pages
Agent Intent DetectionDarwiniumFinancial crime and fraudAustraliaMentioned on its own pages
Denodo AI SDKDenodoAIUnited StatesMentioned on its own pages
ReconciliationDucoERP and financeUnited KingdomMentioned on its own pages
Agentic StudioeGainCRM and customer experienceUnited StatesMentioned on its own pages
AI Knowledge Suite for Retail BankingeGainCRM and customer experienceUnited StatesMentioned on its own pages
Talent ManagementEightfold AIHR and payrollUnited StatesMentioned on its own pages
EXLdata.aiEXLData and analyticsUnited StatesMentioned on its own pages
Agent AssistFive9CRM and customer experienceUnited StatesMentioned on its own pages
Intelligent Virtual AgentFive9CRM and customer experienceUnited StatesMentioned on its own pages
Close AIFloQastERP and financeUnited StatesMentioned on its own pages
Close ManagementFloQastERP and financeUnited StatesMentioned on its own pages
Gloat for Microsoft CopilotGloatHR and payrollUnited StatesMentioned on its own pages
ScreeningHawkFinancial crime and fraudGermanyMentioned on its own pages
Collections ManagementHighRadiusCollections and recoveriesUnited StatesMentioned on its own pages
EIPPHighRadiusERP and financeUnited StatesMentioned on its own pages
Data Analytics and AI ServicesIDEMIA Secure TransactionsData and analyticsFranceMentioned on its own pages
AgentOSInfobipCRM and customer experienceUnited KingdomMentioned on its own pages
Fin AI AgentIntercomCRM and customer experienceUnited StatesMentioned on its own pages
infinityAiQiQorCollections and recoveriesUnited StatesMentioned on its own pages
AI Agent Trust ManagementKasadaCybersecurityAustraliaMentioned on its own pages
Artemis PlatformKore.aiAIUnited StatesMentioned on its own pages
GrowLatticeHR and payrollUnited StatesMentioned on its own pages
Lattice AILatticeHR and payrollUnited StatesMentioned on its own pages
WorkflowsLuminanceAIUnited KingdomMentioned on its own pages
Copilot StudioMicrosoftAIUnited StatesMentioned on its own pages
VibeMistral AIAIFranceMentioned on its own pages
Atlas Vector SearchMongoDBAIUnited StatesMentioned on its own pages
CXone MpowerNICECRM and customer experienceIsraelMentioned on its own pages
NiCE CognigyNICECRM and customer experienceIsraelMentioned on its own pages
Agent HarnessObserve.AIAIUnited StatesMentioned on its own pages
Agentic AIOdigoCRM and customer experienceFranceMentioned on its own pages
One AIOne ModelHR and payrollUnited StatesMentioned on its own pages
One AI AssistantOne ModelAIUnited StatesMentioned on its own pages
PagerDuty AdvancePagerDutyAIUnited StatesMentioned on its own pages
Speak to PayPCI PalPaymentsUnited KingdomMentioned on its own pages
Customer Decision HubPegasystemsCRM and customer experienceUnited StatesMentioned on its own pages
Pega Smart DisputePegasystemsCRM and customer experienceUnited StatesMentioned on its own pages
Pigment AI agentsPigmentERP and financeFranceMentioned on its own pages
PortalPosh AIAIUnited StatesMentioned on its own pages
Posh OutreachPosh AICRM and customer experienceUnited StatesMentioned on its own pages
proAgentProdigalCollections and recoveriesUnited StatesMentioned on its own pages
Data Security and GovernanceProofpointCybersecurityUnited StatesMentioned on its own pages
Provenir AI Decisioning PlatformProvenirLending and originationUnited StatesMentioned on its own pages
Sapient BodhiPublicis SapientAIUnited StatesMentioned on its own pages
RadiantOne PlatformRadiant LogicCybersecurityUnited StatesMentioned on its own pages
Red Hat AIRed HatAIUnited StatesMentioned on its own pages
AI Agents for PaperworkRossumAIUnited KingdomMentioned on its own pages
KYC/KYB OnboardingSardineFinancial crime and fraudUnited StatesMentioned on its own pages
Citizen AISecure Code WarriorCybersecurityAustraliaMentioned on its own pages
Agentic GuardrailsSecuronixAIUnited StatesMentioned on its own pages
Aura AISeismicCRM and customer experienceUnited StatesMentioned on its own pages
Payment IntegrityShift TechnologyInsurance coreFranceMentioned on its own pages
Customer Screening AgentSilent EightFinancial crime and fraudSingaporeMentioned on its own pages
Expert CDD AgentSilent EightFinancial crime and fraudSingaporeMentioned on its own pages
Iris 7Silent EightFinancial crime and fraudSingaporeMentioned on its own pages
Operation CenterSimetrikERP and financeAustraliaMentioned on its own pages
AI Lineage AssistantSolidatusData and analyticsUnited KingdomMentioned on its own pages
Sprinklr AI AgentsSprinklrAutomation and workflowUnited StatesMentioned on its own pages
Case ManagementSymphonyAIFinancial crime and fraudUnited StatesMentioned on its own pages
AI Agent ManagerTaktileAIGermanyMentioned on its own pages
AutopilotTalkdeskCRM and customer experienceUnited StatesMentioned on its own pages
CopilotTalkdeskCRM and customer experienceUnited StatesMentioned on its own pages
Tanium AtlasTaniumCybersecurityUnited StatesMentioned on its own pages
Tanium Security OperationsTaniumAIUnited StatesMentioned on its own pages
Tealium Context APITealiumData and analyticsUnited StatesMentioned on its own pages
AI Agent HubTreasure AIData and analyticsUnited StatesMentioned on its own pages
Customer Data PlatformTreasure AICRM and customer experienceUnited StatesMentioned on its own pages
Trovata TMSTrovataTreasury and balance sheetUnited StatesMentioned on its own pages
Power PDFTungsten AutomationAutomation and workflowUnited StatesMentioned on its own pages
Tungsten InvoiceAgilityTungsten AutomationERP and financeUnited StatesMentioned on its own pages
Tungsten TotalAgilityTungsten AutomationAutomation and workflowUnited StatesMentioned on its own pages
Live ChatUnbluCRM and customer experienceSwitzerlandMentioned on its own pages
Agentic LayerUniphoreAIUnited StatesMentioned on its own pages
Business AI CloudUniphoreAIUnited StatesMentioned on its own pages
Transaction MonitoringUnit21Financial crime and fraudUnited StatesMentioned on its own pages
Contract Lifecycle ManagementWorkdayLegal and contract managementUnited StatesMentioned on its own pages
Workday Financial ManagementWorkdayERP and financeUnited StatesMentioned on its own pages
AI StudioWriterAIUnited StatesMentioned on its own pages
WRITER AgentWriterAIUnited StatesMentioned on its own pages
Post-trade operationsXceptorTreasury and balance sheetUnited KingdomMentioned on its own pages
AI Agent BuilderYellow.aiAIUnited StatesMentioned on its own pages
CopilotZendeskCRM and customer experienceUnited StatesMentioned on its own pages
Zendesk AI agentsZendeskCRM and customer experienceUnited StatesMentioned on its own pages
Merlin Agentic PlatformZycusERP and financeUnited StatesMentioned on its own pages

The categories they fall in

Questions people ask

Which vendors have ai agents and assistants in financial services software?

84 vendors in the Vederca registry have products whose own public text mentions ai agents and assistants, among them Alation, Alteryx, Arinco, Ataccama, Atlan, Automation Anywhere. None has yet confirmed it in the vendor portal, so every entry is a mention to test in a market scan.

How many products mention ai agents and assistants?

113 products from 84 vendors, as of 2026-10-13, in 15 categories, most in AI (30).

What is the difference between mentioned and confirmed?

A product mentions a capability when its own public text names it: the vendor's website or portal entry. A vendor confirms a capability by ticking it on the product in its Vederca portal. Vederca shows the two apart and never draws a confirmation from a website phrase; a market scan tests mentions with a request for information or a demonstration.

Go further

Other AI capabilities

Shortlisting ai agents and assistants vendors? Create a free procurement account to compare their products in full and ask each to confirm what it mentions.

Built by Vederca from public sources, last updated 2026-10-13.