Banking & Financial services
Mastering banking complexity with outcome-driven services
We empower financial institutions to lead their digital race through solutions such as GenAI and agentic AI - purpose-built for real-world operations. From streamlining KYC to revolutionizing smart lending and digital collections, our solutions optimize decision accuracy and elevate customer journey. With our unique consult-to-operate approach, we bridge the gap between strategy and execution, delivering measurable ROI, total compliance, and sustainable value.
Key figures and trends in banking and financial services
+130
Banking and Financial services clients across 15 countries
+20,000
internal industry experts
500 million
interactions managed yearly
Our AI-powered solutions for banking and financial services
Smart lending
Automates the end-to-end lending lifecycle, from seamless document validation to intelligent risk assessment and decisioning. It accelerates approvals, improves accuracy, and enables consistent, data-driven credit decisions.
Process Discovery & Automation
Employs AI-driven identification to map operational workflows, bottlenecks, and inefficiencies, transforming them into production-ready automated agents. This achieves faster deployment and continuous process optimization with reduced operational risk.
KYC & Onboarding
Revolutionizes customer onboarding with identity verification, risk scoring, and compliance checks. It minimizes manual intervention, and slashes activation times ensuring total adherence to regulatory standards.
Digital collection
Optimizes debt collection through segmentation, predictive analytics, and personalized engagement. It improves recovery rates, reduces costs, and ensures compliant, customer-centric collection strategies.
Smart FAQs
Delivers instant assistance across digital channels, automating routine inquiries and guiding users through complex workflows. It optimizes operational capacity while improving customer experience and response times.
Cross-industry AI accelerators
We provide reusable, cross-industry agentic AI accelerators that transform your operational and customer interaction processes. From back-office management to digital collections, we help you transition from fragmented tasks into intelligent, autonomous workflows.
Smart lending
Automates the end-to-end lending lifecycle, from seamless document validation to intelligent risk assessment and decisioning. It accelerates approvals, improves accuracy, and enables consistent, data-driven credit decisions.
Process Discovery & Automation
Employs AI-driven identification to map operational workflows, bottlenecks, and inefficiencies, transforming them into production-ready automated agents. This achieves faster deployment and continuous process optimization with reduced operational risk.
KYC & Onboarding
Revolutionizes customer onboarding with identity verification, risk scoring, and compliance checks. It minimizes manual intervention, and slashes activation times ensuring total adherence to regulatory standards.
Digital collection
Optimizes debt collection through segmentation, predictive analytics, and personalized engagement. It improves recovery rates, reduces costs, and ensures compliant, customer-centric collection strategies.
Smart FAQs
Delivers instant assistance across digital channels, automating routine inquiries and guiding users through complex workflows. It optimizes operational capacity while improving customer experience and response times.
Cross-industry AI accelerators
We provide reusable, cross-industry agentic AI accelerators that transform your operational and customer interaction processes. From back-office management to digital collections, we help you transition from fragmented tasks into intelligent, autonomous workflows.
Banking & Financial services | Customer Experience, Sales, Sales conversion
Boosting customer satisfaction and sales for UCI
Unión de Créditos Inmobiliarios (UCI) partnered with Konecta to manage complex after-sales and loan inquiries. Their joint mission was to boost efficiency, improve customer satisfaction, and strengthen UCI’s market position.
Banking & Financial services | Customer Experience
Supporting insurer Sura to modernize and thrive for over 25 years
Konecta and Sura’s partnership goes back decades, but there’s nothing backwards-looking about it. Konecta continuously helps the Latam insurer to scale, modernize, and compete, with a huge range of B2B and B2C solutions from customer support to analytics and operations transformation.
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Banking & Financial services | Strategy & transformation, Customer Experience
Carving out success for a global banking provider
More than a decade ago, Konecta supported a major banking brand based in Spain with the ‘carve-out’ of one of its business processes. After such a successful experience, the bank decided to take things a step further by outsourcing its entire customer relationship management service, meaning that Konecta now manages around 1,500 people on the client’s behalf.
Our certifications & recognitions
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global
Everest Group - CX Leader in EMEA in the peak Matrix® assessment 2024
global
Contact Center Hub - Best Telemarketing Provider Award for 2023
global
Leader in Everest Group’s Customer Experience Management (CXM) Services PEAK Matrix® Assessment 2025 - EMEA
global
Frost & Sullivan - Top provider of customer experience management for Europe in Frost & Sullivan’s influential 2024 Frost Radar™
global
Frost & Sullivan - Top provider of customer experience management for Latin America in Frost & Sullivan’s influential 2024 Frost Radar™
global
Frost & Sullivan - Company of the Year 2024 in Latin America
Questions and answers
Where can AI create the biggest impact in banking and financial services operations?
AI helps automate core processes like onboarding, lending, claims, and collections. It improves decision-making, reduces manual work, and increases efficiency while ensuring compliance across operations.
How can AI improve customer experience in banking and financial services?
AI enables faster, more personalized interactions through smart assistants and real-time support. It helps customers access services, manage accounts, and resolve issues quickly across digital and assisted channels.
Which processes should financial institutions automate first with AI?
Institutions should start with high-volume processes like KYC, customer support, and simple risk assessments. Automating these reduces processing time, lowers costs, and frees teams to focus on complex cases.
How can AI help financial institutions manage risk and compliance?
AI supports real-time monitoring, fraud detection, and automated compliance checks. It reduces errors, improves consistency, and helps institutions meet regulatory requirements more efficiently.
How can financial institutions scale AI across their operations over time?
They should begin with targeted use cases that deliver quick results, then expand to more complex processes. Strong governance and human oversight ensure AI remains reliable, secure, and compliant.
How can financial institutions start adopting AI solutions?
They can start by identifying repetitive tasks with clear ROI. Strengthening data foundations and working with experienced partners helps accelerate adoption and ensure scalable, secure implementation.
