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.
Industry hub
AI agent use cases in Banking & Financial Services
Banks, payments companies, wealth managers, and fintechs.
Filter by role
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.
Weekly · Free
The Casefile
One email a week: 5 newly verified agent use cases, the updates that change them, and a Casefile: MedTech pick. No hype, every claim sourced.