By industry

Loan processing

AI-Driven Agent automates many administrative processes, including underwriting and validation, and it enters data into the corresponding systems for further analysis.

Customer Service

AI-Powered Chatbots handle low-priority customer queries such as checking account balances, mortgage application status, or initiating urgent account blockage.

Compliance

AI-Powered Agents are able to gather data from an abundance of sources, an example being the ability to gather data from government websites and input it into a bank’s internal system while following guidelines.

Customer Onboarding

Automation Software helps gather and verify personal or financial data, and also establishes data archiving and process monitoring.