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Finance Chatbot Development Company

From missed payments to unanswered questions, small delays cost big money. That’s why leading banks and fintechs turn to us. As a finance chatbot development company with deep industry know-how, we build smart assistants that handle support, claims, payments, and more, so your team can focus on what matters.

Our Results in Numbers

1000+

Projects delivered

including complex, high-performing finance chatbot solutions

200+

Dedicated Masters

designers, developers, and AI specialists ready to support your goals

1B+

Users engaged

through the solutions we’ve built for global brands

What We Build for Financial Teams

Finance AI Consulting

Before you build, you need to be sure it’s the right move. Our finance AI consulting services help banks, fintechs, and insurers identify where conversational solutions can deliver the most impact, whether that’s boosting customer satisfaction, reducing operational costs, or streamlining compliance-heavy processes.

Conversational AI Chatbot Development for Finance

From everyday banking to complex transactions, we create chatbots that understand the nuance. Designed for banks, credit unions, and fintech platforms, our tailor-made bots handle everything from onboarding and verifying customer identity to loan inquiries and product upselling. Custom-trained to reflect your brand, these Conversational AI in finance solutions ensure 24/7 service, reducing queue times, call volumes, and churn.

AI Finance Copilot Agents

Our finance copilot agents use memory, reasoning, and multi-step workflows to assist employees or clients with real-time decision-making. These copilots are part of our broader AI Agent Development Services, designed to boost productivity and reduce time-to-resolution across departments.

Generative AI Integration

Master of Code Global helps financial institutions integrate large language models to generate personalized responses, summarize reports, and automate client communications without compromising on accuracy or compliance. Whether it’s internal documentation, customer emails, or transaction insights, our Generative AI solutions are built with safety filters, prompt engineering, and regulatory alignment baked in.

Ongoing Maintenance & Optimization

From retraining language models and updating flows to monitoring performance and refining analytics, we help you keep every interaction sharp, secure, and effective over time. Think of us as your long-term AI partner, not just a launch vendor.

See Our Work in Action

Latest case studies

RCS Tool for Fintech

300% faster resolution time
$1.2M annual savings
94% read rate for notification

We designed and developed a unified RCS messaging solution that transformed how the financial services company communicated with clients

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Agentic AI Solution

35% ROMI increase in 6 months
22% CPA reduction
15+ hours freed up weekly

Master of Code Global developed an integrated analytics platform featuring a custom dashboard powered by an Agentic AI assistant

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AI Voicebot for Banking

26% reduction in call volume
94% FAQ accuracy rate
79% first-call resolution rate

Master of Code Global designed and implemented an advanced AI-powered FAQ Voicebot to support our client’s rapid growth and expansion plans

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Embeddable
Voice Bot

Native app compatibility
Lightweight solution
Accelerated time-to-market

A framework that significantly increases time-to-market for our clients’ solutions, turning apps into a voice-activated powerhouses.

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AlphaGuilty
App

10K weekly active users
200K total unique users
57K AlphaGuilty tasks done

MOCG designed a web application to help users improve their cryptocurrency portfolios across multiple blockchain networks.

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Where Finance Chatbots Deliver Value

Customer Service

A client forgets their PIN, wants to check their balance, and needs to understand a declined charge, all before catching a flight. Instead of waiting on hold, a custom-built chatbot resolves it all within a few minutes. Available 24/7, these assistants answer common queries, reduce service friction, and ensure consistency across chat, app, and web, without pulling your agents away from complex cases.

Call Center Automation

Customer support queues are stacked with the same questions: “When’s my next payment due?” “Can I update my address?” Our tailor-made chatbots handle these repetitive requests with ease, freeing up your employees to focus on high-value conversations. By automating the routine, you lower operational costs while delivering faster, more accurate support.

Banking & Finance Services Assistance

A first-time homebuyer is overwhelmed by loan options and unsure where to start. The chatbot steps in, asking about their income, offering side-by-side comparisons, and even scheduling a call with a human advisor. From credit card eligibility to investment product guidance, these bots simplify complex services and drive more confident, better-informed decisions.

Claims Processing

A customer notices an unauthorized charge or needs to submit an insurance claim for a covered event. Instead of calling or filling out lengthy forms, they open a chat. The bot asks the right questions, verifies their policy or account details, and gathers supporting information. Within minutes, the claim is submitted, and the user receives real-time updates as it moves through review.

Debt Collection

One client is late on payments. Another is ready to settle today. The chatbot handles both with professionalism and care, sending reminders, offering repayment options, and automatically escalating sensitive cases. It’s a respectful, automated approach to collections that improves recovery rates and protects your brand reputation.

Key Features Behind Our Finance Chatbot Development Services

Some customers want to talk, not type. Our bespoke bots support natural, voice-driven conversations that work across Interactive Voice Response (IVR) systems, mobile apps, and smart devices. Whether it’s checking balances or getting payment reminders, voice AI makes service faster and more personal.

We don’t just plug in a model; we craft the conversation. Our bots are trained on financial terminology, tuned for clarity, and built to understand intent, context, and meaning. That implies fewer miscommunications and more helpful responses, every time.

What are your clients asking? Where do they drop off? When building our chatbots, we equip them with advanced analytics that provide insight into user behavior, resolution rates, and conversation flow. These insights help you fine-tune performance, optimize journeys, and track ROI over time.

An AI solution won’t operate in isolation. With our chatbot integration services, it connects seamlessly to your CRM, core banking systems, document storage, marketing platforms, and other essential tools.

Data privacy is foundational in finance. Our engineers develop all bots with strict adherence to security best practices and regulatory requirements, including encryption, access controls, and audit readiness. Safe for your users, safe for your business.

Client Feedback That Speaks for Itself

Web Development Project for Entertainment Brand

The Project

Web Development
$50,000 to $199,999
Jan. - Apr. 2020

project summary

A media and entertainment brand hired Master of Code Global to redesign one of their websites, add additional functionality, and match the brand guidelines.

5.0

Quality

5.0

Schedule

5.0

Cost

4.5

Willing to Refer

5.0

The Review "The Master of Code team were always open to the conversation and helpful every step of the way." Feedback summary

"The Master of Code team were always open to the conversation and helpful every step of the way."Upon launching the project, the company's internal team received positive feedback from stakeholders regarding the additional features that are now included. The company appreciated the Master of Code team's consistency in delivering good results every time they work together.

The reviewer Digital Product Owner, Media & Entertainment brand

Anonymous

Sports
San Francisco, California
201-500 Employees
Online Review
Verified

READ FULL REVIEW

Multiple Development Projects for Management Consulting Firm

The Project

Custom Software Development
$10,000 to $49,999
Sep. 2017 - July 2018

project summary

Master of Code was hired by a management consulting firm to complete to development projects. The first was an automated prioritization system, and the second was an accountability scorecard.

5.0

Quality

5.0

Schedule

4.5

Cost

5.0

Willing to Refer

5.0

The Review "I haven’t come across developers better than Master of Code." Feedback summary

"I haven’t come across developers better than Master of Code."Both projects were executed flawlessly by Master of Code’s team. The developers wrote clean code and created solutions that greatly increase efficiency and business capabilities. Along the way, the team was highly communicative and displayed an excellent project management style.

The reviewer CEO, Conversint LLC

Dan Prosser

Consulting
Minneapolis, Minnesota
1-10 Employees
Phone Interview
Verified

READ FULL REVIEW

iOS App and Web Platform Dev for Hospital SaaS

The Project

Custom Software Development
$200,000 to $999,999
Jan. 2016 - Ongoing

project summary

Master of Code Global designed, developed and launched two iOS applications and a software platform that is cloud native to AWS. They also developed a robust open API and consulted on UI.

5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

The Review "They should keep up the good work." Feedback summary

"They should keep up the good work."Their deliverables have received praise from end customers with a focus on their support for strategic decision-making. Master of Code Global is focused on continuous improvement. They can draw on their technical expertise and commitment to understanding project specifics to provide h

The reviewer CEO, Facility Health Inc.

Christian Fernando

Information technology
Grand Rapids, Michigan
1-10 Employees
Online Review
Verified

READ FULL REVIEW

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Finance Chatbot Development Company