AI agents and automation for banking and lending.
Agents that look up, quote and act for customers, and workflows that reconcile and submit, with every input checked by your server.
Four places to start.
Quotes and applications
Answers product questions, prices through a workflow and submits once the customer confirms.
Reconciliation
Payment and transaction reconciliation across your APIs and databases, compiled to Java.
Status look-ups
Read-only tools run straight away, so customers are not asked again and again.
Staff assistants
Answers from your procedures and policies, with access set per source.
Checked by the server, not promised by a prompt.
IBANs with check digits, amount ranges, dates and minimum age are validated before any tool call.
- Only the customer confirms. The model cannot release an action.
The process behind the conversation.
Reconciliations, checks and submissions run as compiled services. On the Suite, any of them can become a tool an agent runs.
Your servers. Your data. Your rules.
Bring one customer question and one process you run by hand. We will show both running on infrastructure you control.