Banking
Banking
Banking
AI agents for underwriting, servicing, and collections
Your bank’s edge is trust, risk discipline, and service. Your AI should be built around that.
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FEATURED USE CASES
Credit Underwriting
Pulls borrower financials, bank statements, tax returns, and management context
Pulls borrower financials, bank statements, tax returns, and management context
Spreads and normalises financials, flags anomalies, and checks covenants
Spreads and normalises financials, flags anomalies, and checks covenants
Runs qualitative risk checks and drafts a credit memo in your format
Runs qualitative risk checks and drafts a credit memo in your format
Sharper memos, faster cycles, better committee prep
Sharper memos, faster cycles, better committee prep
Frontline Service
Handles inquiries, payment issues, and product questions across chat, email, and voice
Handles inquiries, payment issues, and product questions across chat, email, and voice
Resolves routine issues, escalates edge cases, and drafts customer-facing updates
Resolves routine issues, escalates edge cases, and drafts customer-facing updates
Creates tickets, updates CRM, and logs reasons and outcomes for reporting
Creates tickets, updates CRM, and logs reasons and outcomes for reporting
Higher FCR, lower handle time, happier customers
Higher FCR, lower handle time, happier customers
Relationship Management
Supports senior staff with client intelligence, relationship tracking, and follow-ups
Supports senior staff with client intelligence, relationship tracking, and follow-ups
Prepares meeting briefs, call notes, and client updates; surfaces risks and next steps
Prepares meeting briefs, call notes, and client updates; surfaces risks and next steps
Drafts proposals and responses for banking and treasury services in your house style
Drafts proposals and responses for banking and treasury services in your house style
More time with customers, fewer dropped balls, cleaner execution
More time with customers, fewer dropped balls, cleaner execution
Collections and Recovery
Prioritises accounts, drafts outreach sequences, and escalations when needed
Prioritises accounts, drafts outreach sequences, and escalations when needed
Keeps outreach compliant and on-brand, including “friendly collections” flows
Keeps outreach compliant and on-brand, including “friendly collections” flows
Tracks promises to pay, settlement options, and next actions; updates servicing systems
Tracks promises to pay, settlement options, and next actions; updates servicing systems
Higher recovery rate, consistent customer experience
Higher recovery rate, consistent customer experience
Disputes and Fraud
Manages transaction disputes, card disputes, fraud claims, and reversals
Manages transaction disputes, card disputes, fraud claims, and reversals
Assembles evidence, drafts responses, and tracks deadlines across processors and schemes
Assembles evidence, drafts responses, and tracks deadlines across processors and schemes
Identifies root causes that reduce repeat disputes
Identifies root causes that reduce repeat disputes
Higher win rates, fewer missed deadlines, less manual work
Higher win rates, fewer missed deadlines, less manual work
READY TO START?
Let's build something that truly delivers results
SPEAK TO US
Start with a free AI diagnostic and opportunity mapping session
READY TO START?
Let's build something that truly delivers results
SPEAK TO US
Start with a free AI diagnostic and opportunity mapping session
READY TO START?
Let's build something that truly delivers results
SPEAK TO US
Start with a free AI diagnostic and opportunity mapping session