Cleo logo

Cleo

by Cleo

Personalized Banking
Customer Service Automation
Robo-Advisory

Insight & Accomplishment

Cleo makes financial literacy engaging, especially for Gen-Z, by using humor and a conversational tone. The AI personal finance assistant helps users with budgeting, gaining spending insights, and setting saving goals. It achieves this through natural language processing and integrations with banking APIs.

Key Features

  • Budgeting
  • Spending insights
  • Saving goals
  • Conversational AI (natural language)
  • Integrations with banking APIs
  • Humor and Gen-Z tone
  • Mobile app (iOS/Android)
  • Facebook Messenger