Chatbots for Banking

Answer up to 65% of internal requests


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Fortify your support team with Clustaar like they did:

Easy to use

It is not necessary to be a developer or programmer to build a chatbot. Our platform is easy to navigate and suited for non-technical persons and support teams.  Our visual story builder and drag-and-drop responses make it easy for all to master.

  • Respond to users in record time
  •  Increase client base
  • Understand and improve your offerings  bassed on data
  • Handover complex questions to your support team


When dealing with sensitive subjects such as finance, customers are more apt to communicate with a chatbot to solve queries. When necessary, the bot can seamlessly hand off to a live agent. The data collected by the bot will immediately be available to the agent to expedite resolution time.


Provide access to all of a customer's data to track spending habits, provide credit scores, set and manage budgets and allow the bot to tell the consumer where they are spending their money. This allows for AI-based recommendations and advice for better money management.

Powerful NLP

Train your bot once and allow it to learn through interactions with users over time. Build natural and rich conversational experiences. Give users new ways to interact with your product by building engaging voice and text-based conversational bots powered by AI.

Ready for mobile

Reach your audience where they are! The platform easily transfers to mobile. Users won’t need to leave your app to solve queries or make contact, but can do it directly in-app. Use API’s to easily integrate into your mobile application and your good to go.


Use the WebChat plugin to embed your bot virtually anywhere with just a short snippet of code.  Also, customize your chatbots colors and upload your logo for a personalized look. We also offer many integrations such as Facebook, Zendesk, Intercom and more.

Bot templates

The Chatbot Builder comes with built-in templates, so you don't have to start from scratch. Get a head start on building and utilize our FinTech templates. The templates are fully customizable, and you can configure it to the specific problems you are trying to solve. Find inspiration from our template marketplace and deploy a top-performing chatbot in a fraction of the time it would take if using other tools.


Building a successful bot is a multi-step process that we’re here to help you navigate.  We facilitate the planning of your project by creating a mission statement, assigning roles to the team and allocating tasks to collectively work towards the end goal. 

We can come to you to conduct several training sessions and meetings to help visualize your bots stories and establish the personality of your bot through copywriting.

How do chatbots benefit Banking?

Create your chatbot for banking in a matter of minutes without code

Our visual drag’n’drop builder is easy and fun. Forgot a password, can’t access email, printer not working? Just import one of our chatbot templates and you’ll be up in no time. 

Integrate with all the apps you rely on


Our platform integrates within your workspace, no matter what tools you use.


Our bots can be integrated on any internal communication platform.

With a growing number of user questions, we could not handle them manually, so we put in place a Clustaar Chatbot. After only a month of fine tuning, we were able to answer 80% of questions and increase the general level of customer satisfaction.

Pierre-Henri TatarannoFounder of Webikeo

We were looking for a technical and powerful platform. We have a solid technical team at Lydia and we wanted to connect to the Clustaar API to integrate the chatbot in our application. We also wanted an easy-to-use platform that would allow to quickly build scenarios so business teams can use them.

Flore DescolasProduct Manager at Lydia

We use Clustaar to provide support outside business hours. We optimize our chatbot every week, and we are happy to see feedback from our users, delighted to receive answers outside business hours. They are more than just a service provider, they are a partner. We are thrilled to work with Clustaar, their team follows up seriously, with excellent teaching skills and spirit.

Juliette Guigue User Relations at HelloAsso

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