Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence Banker

The adoption of Intelligent Virtual Assistants (IVAs) in the banking sector presents new opportunities to enhance customer service efficiency, reduce operational costs, and modernize service delivery channels. However, the factors driving IVA adoption and usage, particularly in specific regional con...

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Main Authors: Rui Ramos, Joaquim Casaca, Rui Patrício
Format: Article
Language:English
Published: MDPI AG 2025-05-01
Series:Computers
Subjects:
Online Access:https://www.mdpi.com/2073-431X/14/6/209
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author Rui Ramos
Joaquim Casaca
Rui Patrício
author_facet Rui Ramos
Joaquim Casaca
Rui Patrício
author_sort Rui Ramos
collection DOAJ
description The adoption of Intelligent Virtual Assistants (IVAs) in the banking sector presents new opportunities to enhance customer service efficiency, reduce operational costs, and modernize service delivery channels. However, the factors driving IVA adoption and usage, particularly in specific regional contexts such as Portugal, remain underexplored. This study examined the determinants of IVA adoption intention and actual usage in the Portuguese banking sector, drawing on the Technology Acceptance Model (TAM) as its theoretical foundation. Data were collected through an online questionnaire distributed to 154 banking customers after they interacted with a commercial bank’s IVA. The analysis was conducted using Partial Least Squares Structural Equation Modeling (PLS-SEM). The findings revealed that perceived usefulness significantly influences the intention to adopt, which in turn significantly impacts actual usage. In contrast, other variables—including trust, ease of use, anthropomorphism, awareness, service quality, and gendered voice—did not show a significant effect. These results suggest that Portuguese users adopt IVAs based primarily on functional utility, highlighting the importance of outcome-oriented design and communication strategies. This study contributes to the understanding of technology adoption in mature digital markets and offers practical guidance for banks seeking to enhance the perceived value of their virtual assistants.
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spelling doaj-art-53b5705db6124d759a8298f6e6cda2a12025-08-20T03:26:26ZengMDPI AGComputers2073-431X2025-05-0114620910.3390/computers14060209Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence BankerRui Ramos0Joaquim Casaca1Rui Patrício2Universidade Europeia, IADE, Faculdade de Design, Tecnologia e Comunicação, UNIDCOM/IADE, Unidade de Investigação em Design e Comunicação, Universidade Europeia, Av. D. Carlos I, 4, 1200-649 Lisboa, PortugalUniversidade Europeia, IADE, Faculdade de Design, Tecnologia e Comunicação, UNIDCOM/IADE, Unidade de Investigação em Design e Comunicação, Universidade Europeia, Av. D. Carlos I, 4, 1200-649 Lisboa, PortugalGOVCOPP and DEGEIT, Department of Economics, Management, Industrial Engineering and Tourism, University of Aveiro, Campus Universitário de Santiago, 3810-193 Aveiro, PortugalThe adoption of Intelligent Virtual Assistants (IVAs) in the banking sector presents new opportunities to enhance customer service efficiency, reduce operational costs, and modernize service delivery channels. However, the factors driving IVA adoption and usage, particularly in specific regional contexts such as Portugal, remain underexplored. This study examined the determinants of IVA adoption intention and actual usage in the Portuguese banking sector, drawing on the Technology Acceptance Model (TAM) as its theoretical foundation. Data were collected through an online questionnaire distributed to 154 banking customers after they interacted with a commercial bank’s IVA. The analysis was conducted using Partial Least Squares Structural Equation Modeling (PLS-SEM). The findings revealed that perceived usefulness significantly influences the intention to adopt, which in turn significantly impacts actual usage. In contrast, other variables—including trust, ease of use, anthropomorphism, awareness, service quality, and gendered voice—did not show a significant effect. These results suggest that Portuguese users adopt IVAs based primarily on functional utility, highlighting the importance of outcome-oriented design and communication strategies. This study contributes to the understanding of technology adoption in mature digital markets and offers practical guidance for banks seeking to enhance the perceived value of their virtual assistants.https://www.mdpi.com/2073-431X/14/6/209intelligent virtual assistant (IVA)chatbotsautomationcustomer experiencefinancebanking
spellingShingle Rui Ramos
Joaquim Casaca
Rui Patrício
Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence Banker
Computers
intelligent virtual assistant (IVA)
chatbots
automation
customer experience
finance
banking
title Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence Banker
title_full Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence Banker
title_fullStr Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence Banker
title_full_unstemmed Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence Banker
title_short Adoption Drivers of Intelligent Virtual Assistants in Banking: Rethinking the Artificial Intelligence Banker
title_sort adoption drivers of intelligent virtual assistants in banking rethinking the artificial intelligence banker
topic intelligent virtual assistant (IVA)
chatbots
automation
customer experience
finance
banking
url https://www.mdpi.com/2073-431X/14/6/209
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AT joaquimcasaca adoptiondriversofintelligentvirtualassistantsinbankingrethinkingtheartificialintelligencebanker
AT ruipatricio adoptiondriversofintelligentvirtualassistantsinbankingrethinkingtheartificialintelligencebanker