AI Banking Automation
Automate Banking. Wow Customers. Lower Costs.
Cut operational costs, boost customer satisfaction and increase account openings with AI-powered banking automation.
Offer first-class customer service while reducing overhead
90%+
Customer inquiries automatically resolved
2 sec
CSAT improvement
66%
Operational cost savings
Empower customers with AI. Free up staff for what matters.
Automate 90% of customer inquiries, no agents needed
Offer instant support and personalized interactions at every touchpoint, from simple questions to advanced account management.
24/7 AI self-service
Automate password resets, transfers, FAQs, account updates and more.
Zero stiff scripts or robotic loops
Capacity AI engages customers in natural, helpful conversations.
Seamless omnichannel support
Deliver fast, accurate AI support via voice, chat, email and SMS.
Improve NPS and CSAT
With lifelike, accurate AI service that performs as well as your top agents.
Automate the routine, optimize the complex
Capacity AI intuitively handles 90% of inquiries and ensures your agents focus on high-value calls, not repetitive questions.
Voice biometrics authentication
Quickly authenticate customers via secure voice recognition technology.
AI-powered agent guidance
Real-time prompts equip agents with data-driven, contextual CX support.
Intelligent escalation
Route complex issues to the correct human agents with full context.
Instant access to key information
Give agents the compliance, loan and account details they need via AI chat.
AI that sells, supports and secures, all on Autopilot
Turn AI into your most effective sales and service agent. Qualify leads, reduce costs and keep every transaction secure.
Qualify, convert and close faster
AI qualifies leads and guides them through applications to drive revenue.
Do more with less
Free up resources and improve service, all while lowering expenses.
100% secure banking automation
Fully compliant with HIPAA, CCPA, FERPA, GDPR and SOC 2 TYPE II.
Always audit-ready
Capacity AI captures and organizes records for full transparency.
AI that knows your customers and what they need next
Smarter product recommendations
Boost conversions with AI-driven suggestions tailored to each customer’s financial goals.
AI-enhanced agent performance
Give agents real-time insights, smart prompts and instant knowledge for faster, better support.
Proactive customer engagement
Deliver loan updates, financial insights and exclusive offers before customers even ask.
Data-driven banking decisions
Use AI analytics to spot trends, fix friction points and enhance customer experiences.
Success Story
West Community Credit Union
“In the banking industry, our workforce has to learn more and more, year after year because we continue to add various channels, products, and ways our team can access information and conduct a transaction. We introduced the Capacity platform to ensure our team has access to the information and knowledge they need.”
Jason Peach
President and CEO | WCCU
Smart automation. Real results. Trusted by the industry’s best.
Explore Capacity’s premium features
Capacity Answer Engine: Instant answers, zero searching
Find the exact insights you need in seconds—no uploads, silos, or delays.
Analytics: Turn data into intelligent decisions
Track interactions, transaction trends, and support efficiency to optimize operations.
Scheduling: Book more appointments with less effort
Customers can book, reschedule, and manage appointments anytime.
QA Voice Solutions: AI insights for better service
Monitor and record every call, offer feedback and coaching, and ensure compliance.
Voice Solutions: Secure, lifelike customer service
Cut wait times with AI virtual agents that handle inquiries instantly and intuitively.
Helpdesk: 24/7 AI support across every channel
AI quickly resolves issues via chat, email, SMS, and voice, always keeping context.
A solution tailor-made for your financial institution
AI-powered automation for banks means faster service, lower costs and happier customers—without increasing headcount.
Self-service that saves millions
Cut call center expenses by deflecting routine inquiries, lowering cost per contact, and improving resolution rates—without adding staff.
Faster lending and account growth
AI qualifies prospects, guides them through applications, and recommends financial products based on their goals—boosting conversions and revenue.
Mergers and acquisitions made simple
Capacity AI unifies systems, apps, and knowledge bases post-merger, ensuring employees get answers without learning new tools.
Smarter, secure information access
Ensure employees get the right data at the right time with AI-powered role-based access, eliminating inefficiencies and increasing security.
Frictionless authentication and fraud prevention
Voice biometrics and AI-driven security provide instant, safe, and seamless banking interactions.
AI-powered banking that puts your members first—delivering round-the-clock service, personalized support, and higher member satisfaction.
24/7 self-service, zero friction
Give members instant, human-like AI support for FAQs, account inquiries, and loan questions—anytime, on any channel.
Enhance the member experience
Capacity AI doesn’t just automate—it elevates. Deliver proactive updates, personalized insights and seamless support that drives loyalty.
AI-driven lending assistance
AI for lending intuitively guides members through the loan journey with automated lead capture, intelligent routing and personalized support.
Automate routine inquiries
Automate low-level questions and tasks so your staff can focus on building relationships. When needed, AI smoothly routes calls to the right agent with full context.
Scalable, secure knowledge sharing
AI-powered chat instantly delivers policy details, regulatory compliance and operational answers—all managed in a self-updating system.
Turn prospects into clients and provide elite, personalized service—at scale—with AI-driven automation.
Automatic lead conversion
Capacity AI engages high-value prospects instantly, qualifies leads and seamlessly connects them with the right wealth manager.
Smarter client onboarding
Streamline account openings, investment profiling and financial planning with lifelike AI-guided assistance.
Proactive client engagement
Deliver portfolio updates, market alerts and tailored insights that strengthen relationships and build loyalty.
AI-powered advisor support
Equip advisors with real-time data, research access and AI-driven recommendations to enhance client interactions.
Seamless advisor scheduling
Let prospects book consultations with the right wealth manager instantly. No back-and-forth, just hassle-free connections.
Frictionless integrations for effortless banking automation
Connect Capacity AI with your existing tech stack—no disruptions, no hassle.
Smarter banking starts with smarter AI
Banks and credit unions are evolving. Are you keeping up? Deliver seamless self-service, proactive engagement and intelligent agent assistance, all in one powerful platform. Live in just 30 days.
Frequently asked questions
How does AI improve banking customer service?
AI speeds up service by automating responses, reducing wait times and providing personalized support. It assists agents with real-time insights and ensures seamless service across multiple channels. Customers get 24/7 self-service for account updates, transfers and password resets.
What banking tasks can AI automate?
Capacity AI handles FAQs, ID verification, fund transfers, loan applications and fraud detection. It also assists agents by providing relevant data and automating workflows. Customers benefit from instant responses and proactive recommendations tailored to their needs.
Is AI-powered banking secure?
Yes, AI enhances security with encryption, fraud detection and biometric authentication. It ensures compliance with banking regulations like GDPR and SOC 2. AI also monitors transactions in real-time to prevent fraud and unauthorized access.
Can Capacity AI help reduce banking operational costs?
AI cuts costs by automating routine tasks, reducing call center volume and optimizing staffing. Virtual assistants handle common inquiries, freeing agents for complex cases. AI also minimizes human errors, lowering expenses tied to compliance and corrections.
Does AI banking automation improve customer satisfaction?
Yes, AI provides fast, accurate and personalized support, improving customer experiences. It reduces friction by offering 24/7 self-service and proactive assistance. AI-driven insights help tailor interactions, boosting satisfaction and loyalty.
How does AI support banking compliance and security regulations?
AI automates compliance monitoring, detects fraud and ensures secure data management. It helps banks follow regulations by tracking transactions and generating audit reports. AI also strengthens identity verification, reducing risks of financial crime.
We’re on G2, too. Dig it.
The most secure support automation platform
Capacity keeps your business and customer data 100% safe—no compromises. We are fully compliant with HIPAA, CCPA, FERPA, GDPR, and SOC 2 TYPE II.
