Banking & Financial Services · Portfolio

Nine agents across onboarding, risk, lending, and service.

From opening an account to recovering a late payment, these agents handle the high-volume work of a bank, and every decision they make is reproducible, scored, and carries the signal behind it, so it stands up to scrutiny.

Book a private demo9 agents · 6-week avg. deployment · 100% audit

5d → 1d

Time to open an account

3×

Complex loans per officer

60%+

Outsourcing spend cut

24/7

Always-on customer line

Inside the book

Explainable by default, built for the examiner in the room.

Risk scores are reproducible run to run, and every flag carries the signal that raised it. When a regulator asks why a decision went the way it did, the answer is already attached.

Integrates with your stack

FinacleTemenos T24FLEXCUBEMurexSalesforce FSCBloombergVector DBClient Graph

The portfolio

9 agents, deployed alone or composed end-to-end.

015d→1d

Onboarding Agent

Same-day accounts, across every product.

Extracts and validates the documents, fills the forms, and opens accounts across product lines from a single intake, mutual funds, PMS, and more.

Deployed for

Wealth & retail onboarding teams

Account opening down to same-dayView

02+Acc.

Fraud Agent

Catches the signal before the money moves.

Scores transactions for fraud and risk in flight and shows the exact signal behind every flag, so investigators act on evidence rather than hunches.

Deployed for

Risk & financial-crime teams

More true hits, fewer false alarmsView

033×

Loan Agent

Tracks where the money actually goes.

Automates end-use declarations and purpose-of-loan monitoring, and adds underwriting muscle on the complex cases that used to bottleneck.

Deployed for

Lenders & microfinance providers

Several times the complex-loan capacityView

04+Conv.

Personalized Offers

Upsell that reads as useful, not spam.

Builds tailored card and product invitations around each client's real behaviour, travel, forex, and lifestyle perks that actually fit.

Deployed for

Retail & premium banking teams

Higher take-up on premium productsView

05−Cost

Debt Collection Agent

Recovers what's owed, respectfully.

Runs outreach and reminders tuned to each borrower's history and repayment pattern, escalating only the accounts that genuinely need it.

Deployed for

Collections & recoveries teams

Healthier collection cyclesView

0624/7

Voice Agents

A call centre that never closes.

Handles balance queries, disputes, and callbacks in multiple languages, reading sentiment and passing the calls that need a human to one.

Deployed for

Bank contact centres

Higher CSAT at lower costView

07+α

Investment Research

Thematic notes on demand, with the numbers.

Produces fund updates and thematic research with the quant backing to inform allocation against benchmarks, drafted in minutes, not days.

Deployed for

Private banks & wealth desks

Sharper research, soonerView

08mo→d

Due Diligence Agent

From compliance brief to tested pack.

Plans, drafts, and tests due-diligence and compliance material, collapsing what used to be a months-long cycle into days.

Deployed for

Advisory & compliance functions

Months down to daysView

09−60%

Client Research Agent

Ideal-customer profiles, drafted and ready.

Analyses target profiles and drafts tailored value propositions for wealth teams, so manual research stops eating the week.

Deployed for

Wealth & relationship-management teams

Most research busywork removedView

From first account to collections, one customer view.

Onboarding, fraud, offers, and recovery draw on the same client graph, so a product line you add next quarter inherits the controls you built this one.

Inside the platform

Command · Live

09:42

Days to close

−7d vs prior

AP automation

94%

−70% manual

DSO · days

target 38

Exceptions

$184k flagged