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Secure, fast, and compliant—AI-powered support for banking

Deploy reliable AI-powered support solutions to enhance customer satisfaction, streamline operations, and drive revenue growth in finance.

The CustomGPT.ai dashboard on a laptop, with an "AI Powered Banking" agent explaining a transfer between accounts and a high-yield savings option.

Easy launch

Launch an AI agent for finance, in minutes

  1. 01

    Connect Data

    Connect and integrate your financial data from any source.

    View data connectors
  2. 02

    Deploy

    Deploy your AI agent for banking users or teams, anywhere.

    See it live
The banking assistant explaining a transfer between accounts, with its sources cited.

Use cases

Here's how banks like yours are using CustomGPT.ai

A support agent resolving a customer question, with 24/7 availability and accurate answers called out beside it.

Automate and resolve 93%+ of banking inquiries, instantly

Reduce support costs and ticket volume with AI agents that instantly resolve banking inquiries—letting your team focus on high-value tasks

A three-step build — upload your content, customize settings, publish and go live — ending in "Your agent is ready!".

Answer every new-starter question on day one

Turn handbooks, policies and recorded sessions into an agent that answers new joiners directly, in their own words, from your own material.

An agent answering a shop-floor reporting question, grounded in the company’s own procedure documents.

Work faster with instant, accurate information

Give team members exactly the right information — no more, no less — with use-specific assistants and role-based access across everything you have already written down.

Building an agent from a Google Drive folder, with the source files listed beside the answer.

Ask your own library the question

Point an agent at 1,400+ supported file types and dozens of integrations, and get answers that come only from your approved sources, each one linked back to where it came from.

A site-search agent answering a pricing question and pointing to the analytics dashboard.

See what your visitors are actually asking

Every conversation is a record of what people came looking for. Read the questions your site is being asked and what it managed to answer.

A team workspace listing members with edit and read-only permissions against separate agents.

Keep your team current on the market

Collect the reports, transcripts and pages your team relies on into one agent, so a market question gets a sourced answer instead of a search.

Why CustomGPT.ai

Here's why it's a winning solution for your banking team

No-code implementation

Launch AI for your bank with a platform your team can use. Save time and money, and skip the need for technical expertise. Deploy today—not in three months

A three-step build — upload your content, customize settings, publish and go live — ending in "Your agent is ready!".

Enterprise-grade AI security

Do AI the secure way. Unlike major AI providers, we never train models on your banking data—all information stays fully encrypted. Benefit from enterprise-grade security on all plans

SOC 2 and GDPR compliance marks with a line of explanation under each.

Best in anti-hallucination

Automate with confidence—ensure your banking customers always get the right answers, powered by the #1 anti-hallucination technology in the industry

Accuracy benchmark: CustomGPT.ai scores 4.4, ahead of Cohere at 4.0, OpenAI Assistants at 3.4, Google Vertex at 3.3 and Amazon Titan at 3.1.

Customer stories

Meet the organizations beating the AI curve with CustomGPT.ai

20sec Average response time

With CustomGPT.ai, Ontop cut response times from 20 minutes to 20 seconds, accelerating sales growth and enabling full focus on high-impact tasks.

Frequently asked questions about AI in finance

How can CustomGPT.ai improve my bank’s customer support?

CustomGPT.ai enables your bank to deploy AI agents that provide accurate, 24/7 customer support, enhancing satisfaction and reducing response times.

Is CustomGPT.ai compliant with financial regulations?

Yes, our platform is designed to adhere to stringent financial regulations, ensuring your AI agents maintain compliance and data security.

Can CustomGPT.ai integrate with my existing banking systems?

Absolutely, CustomGPT.ai offers seamless integration with your current banking infrastructure, allowing for smooth deployment of AI agents.

What types of customer interactions can your AI agents handle?

Our AI agents are capable of managing a wide range of interactions, including account inquiries, transaction support, and personalized financial advice.

How does CustomGPT.ai ensure the security of customer data?

We implement robust security measures and a privacy-first policy to protect all sensitive financial data processed by our AI agents.

Can your AI agents help increase my bank’s revenue?

Yes, our AI agents enhance customer engagement and support sales initiatives, leading to increased revenue opportunities.

Do I need technical expertise to use CustomGPT.ai?

No, our no-code platform is designed for ease of use, allowing anyone in your firm to create and deploy AI agents without any programming knowledge.

How quickly can I deploy an AI agent using CustomGPT.ai?

Our platform enables rapid deployment of AI agents, allowing you to have solutions up and running in a matter of days.

What support does CustomGPT.ai provide during implementation?

We offer comprehensive support and resources during the implementation process to ensure a smooth and successful deployment of your AI agents.

Can I customize the responses of my AI agents?

Yes, CustomGPT.ai allows you to tailor AI agent responses using your own content and data, ensuring relevance and accuracy in every interaction.

Launch your custom AI agents today. Experience instant impact.