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 praised for its financial services expertise and understanding of credit union workflows, providing value for enterprise features.

• Eltropy offers strong SMS integration which is popular among members for account inquiries.

• Interface.ai and Finn AI show significant potential for cost savings and fast ROI through effective use of NLP and pre-built banking intents.

⚠️ Concerns & Challenges

• Clinc is noted for lacking CU-specific knowledge compared to competitors like Kasisto.

• There is concern about the scalability of solutions like BoostAI, questioning whether small CUs will need vendor changes as they grow.

• Lack of initial member usage is a common issue which requires active promotion and optimization to improve engagement.

📊 Overall Sentiment

Generally positive about AI implementation with enthusiasm for specific capabilities offered by different vendors, but there's caution regarding scalability and adoption challenges.

🎯 Key Takeaways

• Vendor selection should consider unique feature needs, expertise, and potential ROI implications.

• Successful AI deployment involves member promotion and optimization of the platform for better usage.

• Scalability remains a key concern for smaller credit unions as they grow, influencing long-term vendor decisions.

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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