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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.

Trusted by 1000+ companies

See Our Work in Action

Latest case studies

Voice AI for Finance

41% wait times reduction
88% customer satisfaction
$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

85% faster policy searches
42% fewer internal tickets
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

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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Financial Services Investing in Conversational AI

Tailored
AI Consulting

The company gained the necessary knowledge to develop user journey maps, build a framework for supporting the chatbots after deployment, etc

Master of Code created customized workshops to train each business unit on how to design, build and launch chatbots in their organization.

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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

Veselin Vukovic

Chief Alliances Officer

Our collaboration with Master of Code Global, a strategic Innovation Partner, has played a crucial role in advancing our shared vision of digital transformation. Master of Code's outstanding technical acumen and unwavering commitment to developing customer-centric solutions have consistently impressed us. Their proficiency in AI has been a game-changer, significantly enhancing our Conversational AI offerings. A prime illustration of the synergistic efforts among Infobip and MOC is the BloomsyBox project, which elevates consumer engagement through Generative AI. We eagerly anticipate embarking on more groundbreaking projects with Master of Code, continuing our journey of innovation powering intelligent conversations.

Carlos Paniagua

CTO and Co-founder

I am very pleased with the outstanding quality of collaboration, services, and leadership provided by Master of Code Global. Their technical expertise is solid, and their dedication to our success is evident in every project they undertake. Their project teams as well as individual masters that we engage with consistently deliver great solutions to our end customers or good work for our internal product development. They are very proactive with industry trends For any organization seeking a reliable and highly skilled IT partner, I definitely recommend MOCG.

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Mike Carney

VP, Services - Conversational AI

Bringing together Master of Code and LivePerson's technical expertise and conversation design capabilities means brands can create exciting new ways for consumers and employees to interact with them through our Conversational Cloud. This opens up a whole new world of sales, marketing, and care journeys that can be exponentially scaled and deeply personalized through the power of Conversational AI.

Bryce North

Master of Code Global's work is competitively priced, but they're also experts in their field. They understood our requirements without me having to explain every little process to get to a result. I can tell Master of Code Global's team what needs to get done and see it happen.

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Tania Drootin

Master of Code Global were a pleasure to work with and came out with a great result. We now have a beautiful website. All items were delivered on time. Communication was easy and they were quick to respond.

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Nazar Grycshuk

We were pleased with the outcome of the discovery and design phases, as well as with the launch of the project. We had good results that helped to identify our next development phases and the direction to move forward with the project. We have a good working relationship and transparent communication with Master of Code Global. Also we’re pleased with their willingness to try something new and to work together in finding the best solution.

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Kalpana Berman

From the development team to the account team, everyone is hard working, talented, and in general a pleasure to work with. The constant communication, professionalism, resilience, and dedication were remarkably evident.

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Alona Harrison

Our partnership has thrived on Master of Code's deep understanding of technical intricacies and their ability to implement complex functionalities seamlessly into the websites we worked on. We didn’t expect such a smooth and transparent collaboration. Their expertise in modernizing and optimizing WordPress sites for better user experience and efficiency has greatly complemented our marketing and design efforts.

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Noam Bardin

We had a great experience with Master of Code Global - the speed in which they built up a multidisciplinary team including eng, design, QA, TPM allowed us to quickly roll out our product while hiring an internal team. We could not have done it without Master of Code Global and will continue to collaborate on different projects as they come up.

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Matt Dixon

Director of Business Development

What we liked about Master of Code is their product-oriented mindset and synergistic approach towards our collaboration. MOC has been easy to work with and added a beautiful game to our portfolio. Master of Code has a strong creative side, which attracted our attention in the first place.

Axelle Basso Bondini

Senior Manager Marketing

Master Of Code worked on a tight turn-around, was extremely helpful and professional in developing all components of the project up to the brand's high standards.

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Andrew Yaroshevsky

Chief Product Officer

Master of Code are a pleasure to deal with. They have established top expertise for developing chatbots on our platform. MOC’s team consistently delivers top-notch products for our clients and always beats expectations. All of it results in positive feedback and great experiences for our client’s users. We work with many development teams, and Master of Code are second to none in effective communication, problem solving, technical expertise, and overall project management.

Mohammed Al-Awadhi

Co-Founder

Our experience with Master of Code has been fantastic so far. Feedback from customers has been great, and our functionality is good. Regarding their quality of work and code, it’s better than anything we’ve seen before. They even gave us UI/UX best practices.

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Niels Herregodts

CEO & Founder

Master of Code is a skilled and reliable team. Working with them has been a smooth experience, and their quality consistently meets high standards.

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Ezra Firestone

Founder

One of our businesses went from zero to $2 million dollars a year in annual recurring revenue. That’s only possible because of Master of Code development expertise and ability, which allows us to focus on marketing and sales. I attribute the success directly to their effort. Without their product development, we have nothing to sell. So they get most of the credit.

Jeff Porter

Founder / CEO

Master of Code developed our iOS and Android apps for us. We gave them the design of the app, and they were involved in the development process. Then, they supported us on the launch of these apps. They also ended up taking over some front-end WordPress development on our main website. I've worked with many different offshore companies and offshore teams, and Master of Code is one of the best I've worked with.

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Adam Tsouras

Vice President of Product

We have worked with Master of Code on a number of technology projects. They are one of the most talented, passionate and impressive development teams we have ever worked with. Their attention to detail and enthusiasm for success makes working with them an absolute pleasure. We would highly recommend Master of Code to anyone looking for development work.

Brett Elder

Director

Master of Code is part of a very nimble team of very qualified, relational, and attentive developers. Though this is a true statement generally, they also function as a necessary extension of my team ... and have for years. They have become a fairly seamless extension of our efforts. Together we have accomplished greater things than we even initially envisioned.

Brian Russell

Executive Director

We value our partnership with Master of Code, which helps us to continue to meet the high expectations of many millions of end users.

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Grygoriy Dobrovolskyy

Product Manager

We saved 17% of staff time in our call centers with over twenty thousand agents. Master of Code means rock solid implementation and unrivaled support!

Matt Meisner

VP, Performance Marketing

The chatbot not only drove $500,000 in revenue within the first few months but also achieved 3X better conversion than the website and an 89% user response rate. Master of Code Global proved to be creative and technical experts in the chatbot space. They met deadlines and communicated seamlessly.

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Christian Fernando

Co-founder / President / CEO

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 helpful advice.

Dan Prosser

Founder

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.

Andrew Tauber

Founder

Master of Code’s team has done a tremendous job and we highly recommend them for development work.

Your Guide to Finance AI: Insights and Strategies

Voice AI in Banking: Investigating the Future of Financial Communication Tetiana TsymbalMarketing & Content Specialist

Generative AI in Finance: What It Changes – and Why It Matters Bogdan SergiienkoCTO

Your Business Vision Meets Technology Mastery Now

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Finance Chatbot Development Company

Our Results in Numbers

Projects delivered

Dedicated Masters

Users engaged

What We Build for Financial Teams

Finance AI Consulting

Conversational AI Chatbot Development for Finance

AI Finance Copilot Agents

Generative AI Integration

Ongoing Maintenance & Optimization

Trusted by 1000+ companies

See Our Work in Action

Voice AI for Finance

Microsoft-Native AI Bot

RCS Tool for Fintech

Agentic AI Solution

AI Voicebot for Banking

Embeddable Voice Bot

AlphaGuilty App

Tailored AI Consulting

Where Finance Chatbots Deliver Value

Customer Service

Call Center Automation

Banking & Finance Services Assistance

Claims Processing

Debt Collection

Key Features Behind Our Finance Chatbot Development Services

Client Feedback That Speaks for Itself

Veselin Vukovic

Carlos Paniagua

Mike Carney

Bryce North

Tania Drootin

Nazar Grycshuk

Kalpana Berman

Alona Harrison

Noam Bardin

Matt Dixon

Axelle Basso Bondini

Andrew Yaroshevsky

Mohammed Al-Awadhi

Niels Herregodts

Ezra Firestone

Jeff Porter

Adam Tsouras

Brett Elder

Brian Russell

Grygoriy Dobrovolskyy

Matt Meisner

Christian Fernando

Dan Prosser

Andrew Tauber

Your Guide to Finance AI: Insights and Strategies

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

Voice AI in Banking: Investigating the Future of Financial Communication

Generative AI in Finance: What It Changes – and Why It Matters

Your Business Vision Meets Technology Mastery Now

Embeddable
Voice Bot

AlphaGuilty
App

Tailored
AI Consulting