CI&T Conversational Banking — AI-Powered WhatsApp Assistant for Finance

Meet customers where they already are — on WhatsApp.

CI&T Conversational Banking, powered by Agentic Intelligence and co-innovated with the AWS Generative AI Innovation Center (GenAIIC) Partner Agent Factory (PAF), enables customers to perform everyday banking tasks through WhatsApp—such as checking account balances, reviewing transaction history, generating loan simulations, and answering general banking questions.

Built on Amazon Bedrock AgentCore and Strands Agents, the solution delivers secure, human-like, multilingual conversations that make banking simple, accessible, and always available. By combining the ubiquity of WhatsApp with enterprise-grade AI, financial institutions can provide 24/7 personalized service, reduce operational costs, and accelerate digital engagement — all backed by CI&T’s proven implementation expertise.

Business Impact

• Proven ROI and Efficiency Gains – Financial institutions using CI&T Conversational Banking report measurable reductions in contact-center costs and significant improvements in customer satisfaction (CSAT).
• Frictionless Customer Experience – Customers can access banking services instantly within WhatsApp, eliminating app downloads and complex navigation. Customizable Workflows and Tone – Adapt conversation flows, tone of voice, and compliance guardrails to reflect your brand’s personality and regional language needs.
• Seamless Enterprise Integration – Integrates with CRMs, authentication systems, and core banking APIs through AWS-native components and AgentCore Gateway for secure, real-time operations.
• Accelerated Time-to-Value with CI&T Expertise – Delivered by CI&T, an AWS Partner recognized for large-scale AI deployments in financial services, ensuring fast, compliant, and measurable outcomes.

Solution

• WhatsApp-Native Banking Experience – Balance inquiries, transaction history, loan simulations, and general banking support — all through WhatsApp.
• AI-Powered Personalization – Memory-driven contextual understanding ensures conversations feel natural and human-like. Configurable Agent Behavior – Easily modify tone, workflows, and prompts to align with business objectives and compliance requirements.
• Extensible Architecture – Add future capabilities like card management, bill payment, or product recommendations without redevelopment. Enterprise Security and Observability – End-to-end encryption, Bedrock Guardrails, and full observability with Amazon CloudWatch and OpenTelemetry.
• Multilingual Support – Optimized for English, Spanish, and Portuguese markets across Latin America.