Banking & Financial Services

Intelligent automation for banking and financial services

Agents, integrations and data platforms that speed up onboarding, lending and operations, with the controls, audit trails and approvals regulated firms need.

Discuss your project

Where the friction is

01
Slow, manual onboarding and lending
Documents are checked by hand across several systems, which delays decisions and frustrates customers.
02
Controls that depend on people
Reconciliations, approvals and reporting rely on spreadsheets and inboxes, so evidence is hard to produce.
03
Legacy cores and scattered data
Customer and transaction data sits in systems that were never designed to work together.

How we help

01
Document and KYC automation
Extraction and checking of identity and financial documents, with exceptions routed to reviewers.
02
Back-office agents
Agents that match invoices and payments, prepare entries and follow up, within limits you set.
03
Data and analytics platforms
Governed platforms and dashboards for risk, finance and operations teams.
04
Secure integration
API-led connections between cores, CRMs and partner systems, with access control and logging.
05
Compliance support
Audit trails, evidence collection and policy-as-code for the frameworks you work under.
06
Customer service agents
Agents that answer routine customer questions on chat and WhatsApp, with sensitive requests handed to your staff.