Trusted by Our Clients
Solutions
See how our AI agents are transforming businesses across industries.
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.
Our Financial AI Agent Solutions
Voice & Conversational Agents
AI voice/chat agents for multilingual support and self-service
Customer Support & CX Agents
Resolve common queries, reduce tickets, and enhance CSAT
Knowledge & Document Agents (RAG)
Secure document Q&A and contextual knowledge summarization
Autonomous Task Auto Agents
Execute repeatable workflows across systems, hands-free
Data & Analytics Agents
Natural language access to dashboards, KPIs, and insights
Compliance & Risk Agents
Monitor, validate, and explain policy adherence automatically
Creative & Mktg. Content Agents
Generate content, campaigns, and visuals across channels
SaaS & Product-Embedded Agents
In-app AI Assistants to onboard users and improve product adoption
Learning & Onboarding Agents
Personalized AI tutors for employees, customers, and partners
Computer Vision & Sensor Agents
Analyze visual/sensor data for safety, defects, or automation
One AI Framework. Two Fronts. Full Financial Services Transformation.
Customer-Facing Innovation
AI driven new engagement, personalization and monetization
Conversational Agents
Voice/chat agents offering personalized, multilingual support
Value: 24×7 customer assistance and improved engagement
Wealth Advisory AI Assistant
AI Assistants for advisors automating insights & compliance docs
Value: 3× faster client prep, improved compliance
Smart Credit Decisioning
Explainable AI for underwriting & credit risk
Value: 4× faster decisions, 25% fewer defaults
Omnichannel CX
Unified service across chat, branch, and app
Value: 30% CSAT improvement
Financial Wellness AI
Personalized goal planning & insights
Value: Deeper customer loyalty and retention
Enterprise Operations & Intelligence
AI Agents improving efficiency, compliance, and knowledge flow
Autonomous Ops Agents
Automate reconciliations, QA, and regulatory workflows
Value: 60% efficiency gain
AI Compliance & Risk Monitors
Continuous checks for SOC2, GDPR, and policy adherence
Value: 99% accuracy, reduced audit effort
Decision Intelligence AI Assistant
Conversational BI with predictive analytics
Value: Real-time executive insights
AI Workforce Assistant
Internal AI Assistants for finance, legal, and ops teams
Value: 2× analyst productivity
Knowledge Intelligence
Secure Q&A over internal documents and policies
Value: Faster, accurate enterprise responses
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:
Pioneering the Future of Autonomous AI
At intellectyx, we're not just building AI applications – we're crafting intelligent agents that can reason, plan, and execute complex tasks autonomously. Our team combines deep expertise in machine learning, software engineering, and business strategy.
Our Approach
Discover
Identify high-impact workflows where agents can enhance or replace existing systems
Design
Design agentic counterparts tailored to current SaaS processes
Transform
Build, test, and benchmark agents that match or exceed SaaS performance
Scale
Deploy a smart layer for cross-functional agent collaboration and measurable business impact
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)
Client Success Stories
Discover how we've helped financial services companies transform with intelligent AI solutions.
Reduction In Manual Lead Verification Effort
Deployed a secure, multilingual AI Voice Agent to automate inbound/outbound lead verification. Integrated with SANCCS & Zoho CRM to convert naturally, score leads, log outcomes, and escalate complex cases via sentiment analysis.
UK & India Based Debt Resolution Platform
Accelerated Finance Decisioning & Cash Optimization
Built a scalable, AI-driven finance engine, integrating ERP systems, transaction data, and credit models. The platform leverages Gen AI and Agentic AI to harmonize fragmented financial data, automate working capital workflows, and deliver real-time scenario insights and liquidity decisions.
Global AI-Financial Advisor Enterprise
Faster Break Identification & Resolution Validation
Built an Agentic AI Assistant to automate break identification, validation, and resolution across Phase-3, DTCC, and Fail Reports, replacing manual reconciliation with autonomous workflows. Integrated with Client's SQL Server (Phase-3 DB), it uses Azure OpenAI reasoning to validate data, recommend resolutions, and present actionable insights through a single-page web app.
U.S. Full-Service Wealth & Capital Markets Firm
Faster Financial Insights And Report Generation
Delivered a multi-tenant AI SaaS platform uniting data ingestion, LLM analytics, and conversational intelligence. Integrated QuickBooks & Sage for real-time financial reporting and benchmarking dashboards.
SMB Virtual CFO & Insights Platform
Improved Data Accuracy & Reliability
Built an AI-driven, adaptive data assurance framework to automate trustee data ingestion, validation, and mapping across hundreds of CLO deals. Replaced rigid ETL scripts with a metadata-driven, self-healing engine that detects schema drift, standardizes data, and automates QA and reconciliation. Lineage and health dashboards ensure transparency.
Structured-Finance Analytics Intelligence Leader
Improvement In Liquidity Efficiency
Deployed an AI Assistant to unify data from core banking, treasury management, and SWIFT systems for real-time cash visibility and liquidity forecasting. The Assistant models multiple funding scenarios and recommends optimal short-term borrowing and investment actions with explainable insights.
North American Regional Bank
Faster Loan Approval And Credit Decisioning
Built an AI Assistant that automates data ingestion from core lending, LOS, and credit bureau systems, applies internal credit policies, and generates explainable approval recommendations. Enables risk officers and underwriters to view rationale and adjust threshold transparently.
Agri-Lending Cooperative
Reduction In Manual Compliance Review Time
Implemented an AI Assistant to enhance AML and KYC operations, analyzing transactions from core banking, AML screening, and payment monitoring systems. The Assistant classifies alerts, contextualizes risks, and provides human-readable rationales for each compliance decision.
Large Commercial Bank
Faster Reconciliation And Financial Reporting
Developed an AI Assistant to automate 3-way reconciliation between core banking ledgers, custody feeds, and settlement systems. It performs intelligent matching, flags breaks, and provides explainable rationales - enhancing accuracy, auditability, and risk control.
Global Custodian Bank
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)