Conversational AI 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.
25 products from 22 vendors in the Vederca registry mention conversational ai 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 conversational ai
| Product | Vendor | Category | HQ country | On record as |
|---|---|---|---|---|
| Document and Data Intelligence Engine | Agiliux | AI | Singapore | Mentioned on its own pages |
| C3 Generative AI | C3 AI | AI | United States | Mentioned on its own pages |
| CREALOGIX Conversational AI | CREALOGIX | CRM and customer experience | Switzerland | Mentioned on its own pages |
| Voice AI | DPDzero | Collections and recoveries | India | Mentioned on its own pages |
| AI Agent | eGain | CRM and customer experience | United States | Mentioned on its own pages |
| Five9 Intelligent CX Platform | Five9 | CRM and customer experience | United States | Mentioned on its own pages |
| Intelligent Virtual Agent | Five9 | CRM and customer experience | United States | Mentioned on its own pages |
| Voice AI | Greenhouse | HR and payroll | United States | Mentioned on its own pages |
| H2O Enterprise h2oGPTe | H2O.ai | AI | United States | Mentioned on its own pages |
| Conversational AI | Kudosity | AI | Australia | Mentioned on its own pages |
| Conversational Cloud | LivePerson | CRM and customer experience | United States | Mentioned on its own pages |
| Conversational Intelligence | LivePerson | CRM and customer experience | United States | Mentioned on its own pages |
| Atlas Vector Search | MongoDB | AI | United States | Mentioned on its own pages |
| Voice AI | Observe.AI | CRM and customer experience | United States | Mentioned on its own pages |
| Customer Authentication | PCI Pal | Financial crime and fraud | United Kingdom | Mentioned on its own pages |
| Key to Pay | PCI Pal | Payments | United Kingdom | Mentioned on its own pages |
| Data, analytics and AI | Probe CX | CRM and customer experience | Australia | Mentioned on its own pages |
| Q2 Digital Banking | Q2 | Digital banking | United States | Mentioned on its own pages |
| Surveillance | Smarsh | Regulatory reporting and risk | United States | Mentioned on its own pages |
| Blue Prism Enterprise | SS&C Blue Prism | Automation and workflow | United Kingdom | Mentioned on its own pages |
| SymendConverse | Symend | Collections and recoveries | Canada | Mentioned on its own pages |
| Copilot | Talkdesk | CRM and customer experience | United States | Mentioned on its own pages |
| AI-Powered Workbench | Unblu | CRM and customer experience | Switzerland | Mentioned on its own pages |
| Whispli Voice AI | Whispli | Regulatory reporting and risk | Australia | Mentioned on its own pages |
| Workday Peakon Employee Voice | Workday | HR and payroll | United States | Mentioned on its own pages |
The categories they fall in
- CRM and customer experience (10 products)
- AI (5 products)
- Collections and recoveries (2 products)
- HR and payroll (2 products)
- Regulatory reporting and risk (2 products)
- Automation and workflow (1 product)
- Digital banking (1 product)
- Financial crime and fraud (1 product)
- Payments (1 product)
Questions people ask
Which vendors have conversational ai in financial services software?
22 vendors in the Vederca registry have products whose own public text mentions conversational ai, among them Agiliux, C3 AI, CREALOGIX, DPDzero, eGain, Five9. 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 conversational ai?
25 products from 22 vendors, as of 2026-10-13, in 9 categories, most in CRM and customer experience (10).
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
- AI vendors for banks, insurers and wealth managers: the whole list by use case.
- How to run an AI market scan: separating mention from confirmation, and the governance questions.
- AI companies serving banks and insurers: the category's vendor list.
Other AI capabilities
- Generative AI in financial services software: which vendors mention it (2026) (51)
- AI agents and assistants in financial services software: which vendors mention it (2026) (113)
- Document intelligence in financial services software: which vendors mention it (2026) (24)
- Predictive models and scoring in financial services software: which vendors mention it (2026) (51)
- AI search and summarisation in financial services software: which vendors mention it (2026) (25)
- Fine tuning and custom models in financial services software: which vendors mention it (2026) (13)
- Machine learning in data and analytics platforms for financial services: which vendors mention it (2026) (16)
- AI agents and language models in data and analytics platforms for financial services: which vendors mention it (2026) (14)
- Chatbots and AI agents in cRM and customer experience software for financial services: which vendors mention it (2026) (35)
- Machine learning models in aML, KYC and fraud detection software: which vendors mention it (2026) (41)
- AI agents in automation and workflow software: which vendors mention it (2026) (5)
Shortlisting conversational ai 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.