Transform Your Financial Services & FinTech with AI Agents Across Digital Products & Operations

Embed Agentic AI copilots and workflow agents that accelerate customer onboarding, streamline compliance & risk, and enhance digital banking experiences.

Trusted by Our Clients

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Church Community Builder logo
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The Shift — Why AI-Native Financial Services is Now

Embedded Intelligence is no longer optional, it's expected by regulators, customers, and stakeholders.

Manual KYC & onboarding requires high effort: AI-powered guidance augments human trust and accelerates account openings

Reactive fraud monitoring drains resources: real-time AI detectors stop threats before they spread

Generic chatbots frustrate customers: personalized AI Copilots deliver tailored financial advice and upsell opportunities

Slow loan & claims processes throttle growth: workflow agents accelerate credit underwriting and claims payouts

Key Insight

Modern banks and FinTechs must embed context-aware AI agents to meet rising customer expectations and regulatory demands.

One AI Framework. Two Fronts. Full Financial Services Transformation.

In-Product AI Agents

Digital Banking Copilot

Guides customers with personalized product and account insights, embedded directly in web and mobile applications.

RegTech Assistant

Automates compliance reporting, audit trails, and policy checks to maintain regulatory adherence.

Claims & Loan Workflow Agent

Orchestrates multi-step underwriting and claims processes with event-driven triggers for faster decisioning.

Operational AI Agents

Fraud Detection Agent

Provides real-time transaction monitoring, anomaly detection, and alerting to halt threats instantly.

KYC & Onboarding Agent

Delivers end-to-end identity verification and risk scoring, integrated with core banking and KYC systems.

Risk & Compliance Agent

Enforces policy controls, automates exception management, and generates regulatory reports.

We don't bolt on chatbots. We embed agents deep into your digital channels, data fabric, and regulatory workflows.

Proven Financial Services Impact in 30 Days

A regional bank implemented onboarding and fraud agents:

+50%
Faster Account Opening Times
Streamlined onboarding and verification process
−40%
Reduction in False-Positive Fraud Alerts
Improved accuracy in threat detection
30%
Decrease in Manual Processing Costs
Automated workflows reduce operational overhead

From Concept to FS-Grade Agent in Under a Month

1

Discover

Workshop & data audit to pinpoint high-impact FS workflows

2

Design

UX mapping, prompt engineering, regulatory blueprint

3

Build

Deploy RAG stack, integrate with core banking APIs, secure onboarding flows

4

Scale

Observability dashboards, performance tuning, expand to new functions

Integrations: Core banking systems, CRM, data lake, regulatory reporting engines

We Co-Create, We Commit, We Care.

We don't sell prefabricated bots. We co-create with your Digital, IT, and Risk teams — aligning to your technology stack and compliance requirements.

We stay onboard post-launch, offering operational support, model tuning, and regulatory reporting assistance — no strings attached.

Our success is measured by your operational resilience and customer satisfaction.

AI Engineering for FS & FinTech. Designed to Scale.

API-First Integration

Enterprise-Grade Compliance & Data Security (GDPR, ISO 27001, PCI DSS, NDA-ready)

Agent Observability & Metrics

Multi-Agent Orchestration (Product + Ops + Risk)

Explainable AI & Audit Trails

Privacy-Preserving Architecture (Encryption at rest & in transit, data sovereignty, federated learning)

Use Cases

See how our AI agents are transforming businesses across industries.

Digital Banking Copilot

Embedded in apps to deliver personalized product guidance and upsell prompts, driving account engagement and average balance growth.

RegTech Assistant

Automates compliance reporting and audit trails, reducing regulatory workload and cutting manual policy checks by 50%.

Claims & Loan Workflow Agent

Orchestrates underwriting and claims flows with event-driven triggers, accelerating decision timelines and cutting process latency in half.

Fraud Detection Agent

Monitors transactions in real time, flags anomalous patterns, and reduces false-positive alerts by 40% while preventing fraud instantly.

KYC & Onboarding Agent

Runs end-to-end identity verification with risk scoring, accelerating account openings by 50% and lowering manual review needs.

Risk & Compliance Agent

Enforces control policies, handles exception workflows, and auto-generates regulatory reports, reducing exception handling time and report preparation.

Digital Banking Copilot

Embedded in apps to deliver personalized product guidance and upsell prompts, driving account engagement and average balance growth.

RegTech Assistant

Automates compliance reporting and audit trails, reducing regulatory workload and cutting manual policy checks by 50%.

Claims & Loan Workflow Agent

Orchestrates underwriting and claims flows with event-driven triggers, accelerating decision timelines and cutting process latency in half.

Fraud Detection Agent

Monitors transactions in real time, flags anomalous patterns, and reduces false-positive alerts by 40% while preventing fraud instantly.

KYC & Onboarding Agent

Runs end-to-end identity verification with risk scoring, accelerating account openings by 50% and lowering manual review needs.

Risk & Compliance Agent

Enforces control policies, handles exception workflows, and auto-generates regulatory reports, reducing exception handling time and report preparation.

Client Success Stories

Discover how we've helped businesses transform with intelligent AI solutions.

3X

Faster Unstructured Data Discovery

Built a multimodal AI agent platform for compliance teams, unifying access to archived emails, attachments, and documents across S3, databases, and internal systems. Agents handled ingestion, semantic retrieval, natural language interaction, and feedback learning, enabling context-aware search, AI-generated summaries, and faster audit readiness.

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70%

Reduction In Manual SQL & Rule Creation Time

We developed a multi-agent AI system that reimagines how users assess, monitor, and improve data quality, enabling intelligent collaboration, automation, and real-time decision-making.

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8X

Improved Operational Efficiency

Multimodal GenAI-powered automated customer service platform for a large Electrical and Electronics Manufacturer, supporting NLP, image, audio, and video inputs for contextual insights and personalized information delivery.

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10X

Improvement In Lab Information Access

LLM-powered healthcare knowledge assistant enabling scientists to retrieve complex clinical, chemical, and lab-related data using voice and text, reducing research time and improving accuracy in labs.

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75%

Reduction In Dashboard Interpretation Time

Narrative Generation Agent integrated with BI tools like Power BI, Tableau, and Qlik, transforming raw dashboard data into real-time natural language insights for faster decision-making.

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8X

Reduction In Support Ticket Load

GEN AI and ML-powered real-time Q&A system that analyzes user queries, recommends high-confidence responses, and continuously learns from user feedback to automate repetitive support functions.

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Let's Discuss Your AI Roadmap Free, Practical & No Pressure

In a free 2‑hour session, our experts will deliver:

Tailored AI Opportunity Scan for your Financial Services use cases

Draft Solution Architecture (Agentic AI blueprint & integrations aligned to your stack)

Agentic AI Roadmap + Pilot Plan with timelines & ROI estimates

Executive Buy-In Toolkit (Optional messaging & metrics to drive adoption)