Speakly AI, a provider of AI-powered solutions for the financial industry, presented its offerings at the 2025 Mobile World Congress (MWC) in the Digital Finance Session. Co-founder and COO Jeff Jie delivered a keynote address showcasing how the company’s technology, particularly large language models (LLMs), can be applied to both retail bank branches and online marketing efforts.
The company’s presentation focused on addressing key challenges faced by financial institutions in the current landscape. These included the increasing pressure on frontline staff in online telemarketing due to the complexity of financial products and rising customer expectations. Additionally, the presentation addressed difficulties faced by offline branches related to fragmented data and complex scenarios, which hinder personalized customer service.
Speakly AI presented several LLM-powered solutions designed to tackle these issues:
- SalesMate: An AI assistant for branch staff that integrates with communication channels (WhatsApp, WeChat, etc.) to understand customer needs, provide recommendations, and record customer interactions. It also offers reporting features for managers.
- Customer Insights: Tools that leverage LLMs to accelerate the process of generating customer insights from weeks/months to days, enabling proactive problem-solving.
- Agent Assist: A tool for online marketing teams that provides real-time support during customer interactions, including identifying questions, finding answers, and automating tasks like conversation summaries and follow-up scheduling.
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Speakly AI cited a case study with a Fortune 500 bank where its solutions reportedly led to a 3.5x increase in daily customer intent orders, a 40%+ improvement in issue resolution efficiency, and a 60%+ adoption rate for AI-generated knowledge.
The company referenced Gartner research projecting significant growth in the market share of generative AI in conversational intelligence, suggesting a broader trend toward the adoption of these technologies within the financial industry.
Featured image credit: Speakly AI
