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Customer Support

Financial Demo Assistant: a Starter Pack for Banking

Meet the Assistant

The Rasa Financial Services Starter Pack is an example chatbot that includes pre-built intents and conversation flows for the banking industry.

The Financial Starter Pack can help users with a variety of tasks specific to banking: checking an account balance, transferring funds, and paying a credit card bill. The assistant can also look up earning history and spending by vendor, within a given time frame. It demonstrates how to use forms to help a user accomplish their goal and how to switch context, mid-task. If a user initiates one conversation flow and then switches to another before completing the task, the assistant can smoothly transition and then return to the original request.

The Financial Starter pack is completely open source and available for you to clone on GitHub.

Additional Resources

Languages Supported



Financial Services

Use Case

Customer Support