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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.

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    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.

    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.

    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.

    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.

    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.

    Trusted by 1000+ companies

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    See Our Work in Action

    Latest case studies

    Voice AI for Finance

    • bullet_icon 41% wait times reduction
    • bullet_icon 88% customer satisfaction
    • bullet_icon $7.7M annual cost savings

    We developed an enterprise-grade Voice AI agent capable of conducting natural, secure credit account conversations

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    Microsoft-Native AI Bot

    • bullet_icon 85% faster policy searches
    • bullet_icon 42% fewer internal tickets
    • bullet_icon 93% response accuracy rating

    We built a Microsoft-powered knowledge chatbot for a financial company, delivering instant policy answers while keeping data completely inte

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    RCS Tool for Fintech

    • bullet_icon 300% faster resolution time
    • bullet_icon $1.2M annual savings
    • bullet_icon 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

    • bullet_icon 35% ROMI increase in 6 months
    • bullet_icon 22% CPA reduction
    • bullet_icon 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

    • bullet_icon 26% reduction in call volume
    • bullet_icon 94% FAQ accuracy rate
    • bullet_icon 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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    desktop logo_Voice Assistant

    Embeddable
    Voice Bot

    • bullet_icon Native app compatibility
    • bullet_icon Lightweight solution
    • bullet_icon 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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    desktop logo_Voice Assistant Learn More
    Alphaguilty

    AlphaGuilty
    App

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

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

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    Alphaguilty Learn More
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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.

    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.

    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.

    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. 

    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
    • developmentWeb Development
    • check$50,000 to $199,999
    • calendarJan. - 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
    user_iconAnonymous
    • servicesSports
    • mapSan Francisco, California
    • employee201-500 Employees
    • phoneOnline Reviewquestion_mark
    • verifiedVerified
    clutch
    READ FULL REVIEW
    Multiple Development Projects for Management Consulting Firm
    The Project
    • developmentCustom Software Development
    • check$10,000 to $49,999
    • calendarSep. 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
    user_iconDan Prosser
    • servicesConsulting
    • mapMinneapolis, Minnesota
    • employee1-10 Employees
    • phonePhone Interviewquestion_mark
    • verifiedVerified
    clutch
    READ FULL REVIEW
    iOS App and Web Platform Dev for Hospital SaaS
    The Project
    • developmentCustom Software Development
    • check$200,000 to $999,999
    • calendarJan. 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.
    user_iconChristian Fernando
    • servicesInformation technology
    • mapGrand Rapids, Michigan
    • employee1-10 Employees
    • phoneOnline Reviewquestion_mark
    • verifiedVerified
    clutch
    READ FULL REVIEW

    Your Guide to Finance AI: Insights and Strategies

    Read blogpost by

    Finance Chatbots as a Revenue-Generating Powerhouse in a Digital-First World

     Mykyta FomenkoFormer Head of Digital Marketing
    Read blogpost by

    Voice AI in Banking: Investigating the Future of Financial Communication

     Tetiana TsymbalCopywriter
    Read blogpost by

    Generative AI in Finance: How can it Assist

     Bogdan SergiienkoCTO
    Read blogpost by
    Finance Chatbots as a Revenue-Generating Powerhouse in a Digital-First World Mykyta FomenkoFormer Head of Digital Marketing
    Read blogpost by
    Voice AI in Banking: Investigating the Future of Financial Communication Tetiana TsymbalCopywriter
    Read blogpost by
    Generative AI in Finance: How can it Assist Bogdan SergiienkoCTO
    Previous Slide
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