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.
Telecoms
Boosting Legálitas’ sales with GenAI copilot
Legálitas partnered with Konecta to integrate an outcome-based commercial model and deploy a GenAI copilot.
Telecoms | Customer Experience, Technical support
Unifying tier 1 and tier 2 resolution for PFU
When PFU (EMEA) needed to deliver seamless technical support for its scanner equipment across 36 EMEA countries, they faced a complex logistical puzzle: how to provide high-quality, multilingual assistance without inflating costs in regions with lower call volumes.
Together with Konecta, PFU transformed this challenge into a highly efficient, centralized support hub in Portugal that unifies tier 1 and tier 2 resolution, ensuring every customer receives fast, expert assistance.
Automotive, Mobility & Travel
Transforming Iberostar’s check-in experience with AI-powered room assignment
Konecta transformed Iberostar's check-in operations by deploying an AI-powered decision engine that automates room allocations, eliminating manual staff intervention and reducing average guest wait times by 65%.
Telecoms
Elevating DIRECTV’s multi-country support with GenAI and automation
Konecta transformed DIRECTV’s multi-country contact center operations across Latin America into a unified, AI-driven powerhouse. By integrating advanced GenAI tools, agent copilots, and automated analytics across seven countries, Konecta ensured seamless service continuity and an elevated customer experience.
Automotive, Mobility & Travel | Customer Experience, Sales, Lead generation
Virtual car showroom solution boosts leads, conversions and sales for Hertz
When Hertz wanted to showcase its specialized PCO (Public Carriage Office) fleet to London’s minicab drivers and chauffeurs, they faced a geographical and logistical puzzle. Together with our partner Zuant, Konecta transformed this challenge into a digital-first success story with a virtual showroom to generate new leads and higher and quicker conversion rates.
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.
