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Enterprise-Class Multimodal, Plan-Based Conversational AI for Financial Services

Conversational AI for Financial Services
What We Do

Conversational AI for Financial Services Visionaries

Meet Eva, the multimodal, plan-based Conversational Artificial Intelligence (CAI) ecosystem from Openstream.

EvaTM engages your financial services customers to understand their objectives and collaborates with them to achieve their goals. By engaging across multiple languages and modalities, Eva can engage your audience with natural, empathic human-like conversations to address their needs.

Gartner Magic Quadrant 2023® recognized for the second consecutive year as the Only Visionary in the 2023 Gartner® Magic Quadrant™ for Enterprise Conversational AI platforms.  Learn more.



Conversational ai at work

What can conversational AI do for Finance?

More than a simple chatbot, Enterprise-class Conversational AI helps financial services to drive growth, efficiencies, and scale

Reduce Operating Costs with EVA from

01. Reduce cost

Automate repetitive tasks, streamline lengthy or inefficient processes, and optimize customer interactions efficiently. Focus existing human agents on high-value add customer interactions.

Improve Customer Satisfaction with EVA from

02. improve operational efficiencies

Streamline customer service, enhance due diligence and next best actions by combining the power of Conversational AI with behavior observations to predict needs and acts autonomously

Increase User Engagement with EVA from

03. better customer experiences

Transform your customer experience and increase satisfaction, reducing wait times while improving engagement and loyalty with improved call containment. Reduce churn and optimize customer lifetime value.

Increase FTR rate with the Deployment of an Intelligent Virtual Assistant

Large U.S. Contact Center Achieves 25% Increase in Agent Productivity with Addition of AI Virtual Assistant

what makes EVA different?

Eva is a multimodal, plan-based, ethical Enterprise-Class Conversational AI



Engage your audience across modalities including Avatars, Text, Speech, Telephony, Gesture, Images and more

Engage humanly

There are no limits to how two people engaged in a dialogue use words, tones, gestures, eye contact, and facial expressions to communicate meaning and intent throughout the dialogue. 

Be Empathetic

Dialogue between people uses emotion, tone, and a variety of non-verbal queues to relay feelings and intentions between one another.  Without empathy, a conversation is just words without understanding.



Understand a user's intentions and collaboratively problem-solve with them to achieve a goal without a script.

 Infer Intent

Understand the unsaid by inferring user intent and work with users to plan around obstacles to achieve their goals.

No Script Needed

Eva reasons in real-time and decides what to say by perceiving users' intentions, and goals, and responds intelligently - without a script.



Eva's is built on a foundation of reasoning & inference, explainability, trust, data governance, and privacy protection.

Know why

Understand Eva' reasoning, explain and fix it if reaches an incorrect or unwarranted conclusion.

reduce risk

Trust in Human-AI relationships requires the protection of user data and the enforcement of privacy policies from system training to active dialogue.



Openstream's experts have been working on the cutting edge of what's possible in AI for over 20 years to provide you with the best.

Patent portfolio

Our growing portfolio of patents represents our unique approaches to delivering the most state-of-the-art Enterprise-Class Conversational AI ecosystem and related capabilities for visionary customers.


We have some of the most world-renowned experts in their fields delivering mind-blowing research across AI, human-computer dialogue, multimodal interaction, computational linguistics, natural language understanding, and more.

our visionary customers

We empower some of the world's biggest brands to realize the benefits of Enterprise-Class Conversational AI. Here are just a few.

BNY MELLON Industries logo
Chubb Industries logo
Walmart Industries logo
Thomson Reuters Industries logo
DEP Industries logo

other industries we serve

Our customers leverage Enterprise-Class Conversational AI across all industries including these:

Learn more about Eva Today

Get your DEMO Today

Enterprise-Class Conversational AI is not cookie-cutter. Let us show you how your unique business and needs can benefit from our visionary platform.