REPORT: Q&A with Mike Gualtieri, VP Principal Analyst at Forrester

Banking AI Solutions
Trusted by Leading Brands

Wells Fargo Morgan Stanley Barclays HSBC JP Morgan

Compliance and Personalized Insights

Leading companies choose CognitiveScale because our AI Engineered apps scale easily and deliver better outcomes in Service Experience, Sales and Lead Generation, and regulatory compliance.

Drive Greater Value, Faster

A Single Platform

Our platform sits between your existing data science platforms and the business apps you use every day — a single platform for integrating data, modeling and development pipelines. Source, compose, simulate, deploy and govern for optimal results.

Engineer Trust & Governance

Trusted AI means reliable insights and the ability to infuse a deeper layer of personalization into key business processes, all while promoting regulatory compliance and faster, more efficient automation.

Any Cloud Platform, Any Device

Keep your existing data, models and analytics platforms. With a cloud native platform and proven methodologies, CognitiveScale helps you streamline the existing AI lifecycle so that your enterprise can maximize value and engineer customer-centric outcomes.

Award Winning Enterprise AI Platform

Deliver Exceptional Service with Regulatory Compliance

Next Level Lead Generation

Artificial Intelligence solutions provide insight into specific target markets or cohorts and lead attributes, which then helps determine more accurate keyword spend and other Marketing programs and capabilities e.g. "social listening"

Intelligent Sales Assistant

Sales assistant capabilities to help drive salesperson productivity and conversion. Market intelligence, proactive alerts, and prescriptive recommendations.

Service Experience

Enhance the customer journey with predictive, personalized interventions and increase retention and drive AUM growth.

Inclusion Advocacy

Reduce regulatory risk and exposure and ensure trust and compliance in decision-making.

Leverage Insights

Deliver AI powered Advisor recommendations to wealth and financial advisors, allowing them to scale their expertise to manage more clients and increase client intimacy.

Securities and Research Insights

Deep learning in finance means improved and personalized engagement with institutional clients, and improved research quality through real-time equity insights.

Measurable ROI

Through quickly scalable campaigns and missions our platform measures ROI for real-world results.


Banking AI Applications

Sales Acceleration

  • Intelligent Lead Generation
  • Intelligent Sales Assistant
  • Financial News Insights

Service Experience

  • Chatbot
  • Self Service
  • Agent Assist
  • Intelligent Call Routing

Inclusion Advocacy

  • Credit Inclusion
  • Collections Inclusion
  • Digital Marketing Inclusion


CVS Health
Jackson Life Insurance
Kaiser Permanente

Client Testimonials


We have looked at over 200 AI companies and selected CognitiveScale because of their completeness of vision and Cortex platform backed by proven results.

Al-Noor Ramji
Group Chief Data Officer Prudential

~ Prudential


We are pleased to partner with CognitiveScale on this innovative initiative that will apply artificial intelligence in a practical, scalable, and responsible manner to build deeper, more valuable customer relationships by providing real-time insights into rich behavioral data across every phase of the customer lifecycle.

Ankur Sansanwai
Director of Project Management Dell


Barclays relies on CognitiveScale's Engage AI to deliver AI-powered asset intelligence products that help investors make better decisions through types of insights that have never been possible before.

Akshaya Bhargava
CEO Bridgeweave, Former CEO Barclays Wealth

~ Barclays

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