# The Top 4 Easiest To Use AI Assistants for Financial Services

See the top AI Assistants for Financial Services products based on usability ratings. A product’s usability score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences.

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The Top 4 Easiest To Use AI Assistants for Financial Services

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[Collapse AllExpand All](#)

Usability Score

Compare

[Expand/Collapse Zocks](#)

#1

[![Zocks](https://images.g2crowd.com/uploads/product/hd_favicon/994d335c3951f3c876815eb703618ab3/zocks.svg "Zocks")](/products/zocks/reviews)

[Zocks](/products/zocks/reviews)

9.1

[Expand/Collapse Zocks](#)

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 8.0

8.8

Ease of Use

Average: 8.3

8.9

Meets Requirements

Average: 8.8

9.2

Customer Segment Breakdown

Small Business

87%

Mid Market

10%

Enterprise

3%

[Expand/Collapse GReminders](#)

#2

[![GReminders](https://images.g2crowd.com/uploads/product/hd_favicon/4716c972a242cd0db93f1d54fa2db1c0/greminders.svg "GReminders")](/products/greminders/reviews)

[GReminders](/products/greminders/reviews)

8.8

[Expand/Collapse GReminders](#)

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 8.0

8.2

Ease of Use

Average: 8.3

8.5

Meets Requirements

Average: 8.8

9.1

Customer Segment Breakdown

Small Business

90%

Mid Market

8%

Enterprise

2%

[Expand/Collapse Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](#)

#3

[![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)")](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)

[Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)

8.4

[Expand/Collapse Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.0

8.1

Ease of Use

Average: 8.3

8.1

Meets Requirements

Average: 8.8

8.7

Customer Segment Breakdown

Small Business

20%

Mid Market

33%

Enterprise

47%

[Expand/Collapse Practifi](#)

#4

[![Practifi](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg "Practifi")](/products/practifi/reviews)

[Practifi](/products/practifi/reviews)

7.4

[Expand/Collapse Practifi](#)

Overall Usability Score

7.4

Usability Score Breakdown

Ease of Admin

Average: 8.0

6.9

Ease of Use

Average: 8.3

7.9

Meets Requirements

Average: 8.8

8.1

Customer Segment Breakdown

Small Business

73%

Mid Market

25%

Enterprise

1%