Vendor Selection: Conversational AI Platforms

Posted by Anonymous CU Professional • 2025-10-06

We're evaluating Interface.ai, Kasisto, and Finn AI for our conversational AI needs. Would love to hear experiences and comparisons from other CUs.

11 comments

🤖 AI Discussion Summary

What credit union and community banking professionals are saying

✅ Key Benefits & Insights

• Kasisto is recognized for its expertise in financial services and comprehensive understanding of credit union workflows.

• Eltropy is praised for its excellent SMS integration, aligning with member preferences for texting.

• Interface.ai demonstrates significant potential ROI, with reports of $180K annual savings in call center costs.

• Finn AI offers a quick ROI timeframe due to pre-built banking intents that reduce training time.

⚠️ Concerns & Challenges

• Pricing discrepancies between similar vendors raise concerns about cost-effectiveness.

• Clinc's lack of credit union-specific knowledge is perceived as a disadvantage compared to competitors.

• Initial member engagement with AI tools may be low, necessitating proactive measures to increase usage.

• Scaling with BoostAI requires careful planning, especially as credit unions grow in size and complexity.

📊 Overall Sentiment

The overall sentiment is cautiously positive, recognizing both the transformative potential and the challenges of AI integration in credit unions.

🎯 Key Takeaways

• Vendor expertise in financial services and intuitive platforms can impact decision-making.

• Effective AI implementation requires active promotion, training, and continuous optimization to ensure member engagement.

• Careful evaluation of ROI calculators and scalability plans is crucial for long-term success.

• Practical insights, such as thorough implementation guides and case studies, can help in selecting suitable AI solutions.

AI-generated summary • Updated automatically as discussion evolves

Discussion (11 comments)

Anonymous CU Professional
2025-09-08 00:29:39

We're down to Kasisto and Eltropy. Both demos were impressive but pricing is wildly different.

Anonymous CU Professional
2025-09-08 02:29:39

Kasisto's financial services expertise is unmatched. They understand credit union workflows.

Anonymous CU Professional
2025-09-08 04:29:39

Eltropy has amazing SMS integration. Our members love texting for account questions.

Anonymous CU Professional
2025-09-08 06:29:39

Has anyone tried Clinc? They keep cold-calling us but I haven't seen them mentioned much.

Anonymous CU Professional
2025-09-08 08:29:39

We evaluated Clinc last year. Good NLP but their CU-specific knowledge was lacking compared to Kasisto.

Anonymous CU Professional
2025-09-08 10:29:39

Don't sleep on Interface.ai - their ROI calculator showed we'd save $180K annually in call center costs.

Anonymous CU Professional
2025-09-14 10:24:47

Kasisto has better enterprise features but Interface.ai is more intuitive. Depends on your technical team's capabilities. Kasisto's ROI calculator helped us plan: https://www.kasisto.com/roi-calculator

Anonymous CU Professional
2025-09-18 04:24:47

We chose Interface.ai after extensive testing. Their natural language processing is superior for complex financial conversations. Their implementation guide was very thorough: https://www.interface.ai/resources/implementation-guide

Anonymous CU Professional
2025-09-27 14:24:47

Finn AI gave us the fastest ROI at 8 months. Their pre-built banking intents saved months of training time. Check their case studies: https://www.finn.ai/case-studies

Anonymous CU Professional
2025-10-07 01:23:49

Love seeing small CU success stories! Question: as you grow, will BoostAI scale with you or will you need to switch vendors eventually?

Anonymous CU Professional
2025-10-07 01:23:49

Are members actually using it or is it just sitting there? We tried a chatbot 3 years ago and no one used it.

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Anonymous CU Professional

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2025-10-06 20:24:47

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