Banking & finance use cases

ChatGPT, Zapier, MakeSep 2026

Flipkart's super.money rolls out AI agents that shop and buy gold for you

Planned for all users within two months.

DecagonSep 2026

Chime cut support costs 60% while doubling member satisfaction

Support costs down 60%; member satisfaction scores doubled.

Intercom Fin, Tidio LyroSep 2026

Vietnam's VIB runs one AI chat agent across five support channels

AI agent live on five channels.

ChatGPTAug 2026

MUFG gives all 35,000 bank staff ChatGPT Enterprise

All of its roughly 35,000 staff now have ChatGPT Enterprise.

Intercom Fin, Tidio Lyro, ChatbaseAug 2026

NAB is about to test AI agents with real customers

Customer testing is starting; nothing measured yet.

ChatGPT, ClaudeAug 2026

A 10-person bookkeeping firm saves 20–30 hours a month with an AI agent

20–30 hours saved a month. A 3–4 hour monthly task now takes about 3 minutes (their own figures).

Intercom Fin, Tidio Lyro, ZapierJul 2026

DBS upgrades Joy, its assistant for small business customers, so it can do tasks itself

Serves 10M+ customers and is expected to handle 1M+ chats a month.

ChatGPT, ClaudeJul 2026

A one-person accounting firm cut month-end close from 18 days to 5

Month-end work went from 18 days to 5, freeing about 90 hours a month (their own figures).

ChatGPT, ClaudeApr 2026

CIMB Niaga launches AI agents that help bank staff give tailored advice

Two agents are live, for account managers and the call centre.

ChatGPT, n8n, MakeApr 2026

Samsung SDS builds 175+ AI agents for Woori Bank

About 90 agents go live first, with 175+ planned.

ChatGPT, ClaudeMar 2026

Mizuho launches an 'Agent Factory' to mass-produce and run AI agents

Programme launched; staff rollout targeted.

Amazon Bedrock, Claude, n8nMar 2026

Lendi rebuilt its home-loan switching process with AI agents in 16 weeks

Rebuilt in about 16 weeks, so loan applications move faster.

Salesforce Agentforce, ChatGPT, HubSpotFeb 2026

ANZ gives business bankers an AI assistant inside Salesforce

Bankers get instant customer summaries, and routine follow-up steps run on their own.

SierraFeb 2026

SoFi's AI agent handles 50,000 member chats a week

50,000+ chats a week. 61% are finished without a person.

ChatGPTDec 2025

CommBank gives about 50,000 staff ChatGPT

Around 50,000 staff now use ChatGPT. Agents that do tasks for them are still being planned.

Amazon Bedrock, ChatGPT, Claude, n8n, Make

Westpac runs five AI agents in its home-loan and credit-card lending

More than 150,000 hours saved.

Retell AI, Vapi, Synthflow

Kiwibank's phone bot cuts 1,358 reasons for calling down to 23

27% fewer calls passed between staff, and calls answered 49% faster.

Mastercard lets AI agents pay for things securely in Singapore and Malaysia

Live in Singapore and Malaysia first, with more countries to follow.

Retell AI, Vapi, Synthflow

Sacombank's voice agents take up to 41,000 calls a day

Up to 41,000 calls a day.

Intercom Fin, Zendesk AI

Australian power company Amber sends 99% of tickets to the right place with AI

99% of tickets go to the right person or team.

Intercom Fin, Zendesk AI

Crypto tax app Summ gets through tax-time support spikes

First reply went from about 30 minutes to under 1 minute.

Intercom Fin, Zendesk AI

Kiwi accounting app Hnry went from 0 to 70% automation in its busiest week

70% of support handled by AI during its busiest week.

Intercom Fin, Zendesk AI

Breeze built support to scale with AI from day one

Support was set up to grow with AI from the start.

Relevance AI, Claude, n8n

Send Payments saves 40 hours a week with AI agents

40 hours saved every week.

Intercom Fin

Kalshi's AI agent handled 80,000 support tickets in one day around the Super Bowl

AI solves about 80% of chats, and replies now take minutes instead of about 23 hours. Fully live in about 10 days.

Claude

Qonto's AI agents make invoicing 3 times faster for small businesses

Sending invoices takes a third of the time. Customers were spending up to 8 hours a month on finance admin.

Claude

Rocket Money built an AI money assistant that has to be 100% accurate

The team's monthly coding output on the project grew 11 times in seven months.