Chatbots and AI agents in cRM and customer experience software for financial services: 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.

35 products from 23 vendors in the Vederca registry mention chatbots and ai agents 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 chatbots and ai agents

ProductVendorCategoryHQ countryOn record as
Intelligent WorkplaceArincoCRM and customer experienceAustraliaMentioned on its own pages
Avaya InfinityAvayaCRM and customer experienceUnited StatesMentioned on its own pages
Chat AutomationBoost.aiCRM and customer experienceNorwayMentioned 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
CleverAICleverTapCRM and customer experienceUnited StatesMentioned on its own pages
CREALOGIX Conversational AICREALOGIXCRM and customer experienceSwitzerlandMentioned on its own pages
Creatio MarketingCreatioCRM and customer experienceUnited StatesMentioned on its own pages
Creatio SalesCreatioCRM and customer experienceUnited StatesMentioned on its own pages
Agentic StudioeGainCRM and customer experienceUnited StatesMentioned on its own pages
AI AgenteGainCRM and customer experienceUnited StatesMentioned on its own pages
AI Knowledge Suite for Retail BankingeGainCRM and customer experienceUnited StatesMentioned on its own pages
Agent AssistFive9CRM and customer experienceUnited StatesMentioned on its own pages
Five9 Intelligent CX PlatformFive9CRM and customer experienceUnited StatesMentioned on its own pages
Intelligent Virtual AgentFive9CRM and customer experienceUnited StatesMentioned on its own pages
AgentOSInfobipCRM and customer experienceUnited KingdomMentioned on its own pages
Fin AI AgentIntercomCRM and customer experienceUnited StatesMentioned on its own pages
Conversational CloudLivePersonCRM and customer experienceUnited StatesMentioned on its own pages
Conversational IntelligenceLivePersonCRM and customer experienceUnited StatesMentioned on its own pages
CXone MpowerNICECRM and customer experienceIsraelMentioned on its own pages
NiCE CognigyNICECRM and customer experienceIsraelMentioned on its own pages
Agentic AIOdigoCRM and customer experienceFranceMentioned 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
Posh OutreachPosh AICRM and customer experienceUnited StatesMentioned on its own pages
EngageOne CommunicatePreciselyCRM and customer experienceUnited StatesMentioned on its own pages
Aura AISeismicCRM and customer experienceUnited StatesMentioned on its own pages
AutopilotTalkdeskCRM and customer experienceUnited StatesMentioned on its own pages
CopilotTalkdeskCRM and customer experienceUnited StatesMentioned on its own pages
Customer Data PlatformTreasure AICRM and customer experienceUnited StatesMentioned on its own pages
AI-Powered WorkbenchUnbluCRM and customer experienceSwitzerlandMentioned on its own pages
Live ChatUnbluCRM and customer experienceSwitzerlandMentioned on its own pages
CopilotZendeskCRM and customer experienceUnited StatesMentioned on its own pages
Zendesk AI agentsZendeskCRM and customer experienceUnited StatesMentioned on its own pages

The categories they fall in

Questions people ask

Which vendors have chatbots and ai agents in cRM and customer experience software for financial services?

23 vendors in the Vederca registry have products whose own public text mentions chatbots and ai agents, among them Arinco, Avaya, Boost.ai, Braze, BUSINESSNEXT, CleverTap. 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 chatbots and ai agents?

35 products from 23 vendors, as of 2026-10-13, in 1 category, most in CRM and customer experience (35).

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.

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