Where AI agents handle execution and people keep the judgment.
WHY AUTOMATION FITS BANKING
Every loan, every onboarding and every alert follows a written policy: collect the documents, check them against the rules, escalate the exceptions, file the evidence. The credit decision, the sanctions judgment and the customer conversation stay with people; the collecting, checking and filing around them is repetitive, auditable and still done by hand.
Our AI agents take over that work end-to-end, inside your core banking, loan origination, AML monitoring and case-management systems.
WHAT WE DO FOR BANKING
Agents lift the operational load. Your bankers make the decisions.
Source: Eurostat, isoc_ci_ac_i, 2025
AI agents assemble each KYC file, run the screening and prepare the onboarding decision for your team to approve. Onboarding capacity grows with demand, not with headcount.
AI agents prepare regulatory reports, collect DORA evidence and draft responses to regulator requests. Reports go out on time, with a full audit trail.
AI agents reconcile accounts, process documents and answer routine customer queries across your banking systems, and flag exceptions for review. As volume grows, each operation costs less.
* Our fastest go-live. Timelines depend on the complexity of the project and its processes.
INSIDE A BANKING ORGANIZATION
We don't deploy generic software. We design AI agents around the processes, tools and people of each function. Click any department to explore.
Retail Banking
AI agents run consumer accounts, cards, mortgages and branch operations — so retail bankers spend their hours on customer relationships, not back-office paperwork.
Corporate & Commercial Banking
AI agents support corporate and SME credit, cash management, trade finance and RM productivity — so relationship managers spend their hours on advisory, not assembling diligence packs.
PRIVATE BANKING & WEALTH MANAGEMENT
AI agents support advisor productivity, suitability (MiFID II / Reg BI), portfolio analytics and HNW onboarding — so private bankers spend their hours on client relationships, not back-office docs.
Markets & Capital Markets
AI agents run pre-trade analytics, post-trade settlement, reconciliations, corporate actions and surveillance — so trading and sales focus on alpha and clients, not breaks.
Operations
AI agents process payments, custody, account maintenance and back-office workflows — so operations leaders cut cost-to-income and free teams for exception management.
Client Onboarding & KYC
AI agents run KYC, sanctions/PEP screening, UBO discovery and periodic refresh end-to-end — so onboarding stops being the bottleneck and AML risk stays controlled.
Risk Management
AI agents run credit risk scoring, stress testing, model risk and concentration analytics — so the CRO function gets sharper signals and the bank meets Basel/CCAR/SREP demands.
Financial Crime & AML
AI agents run transaction monitoring, sanctions, SAR drafting and case management — so MLROs spend their hours on investigations, not on tuning rules.
Compliance & Regulatory Reporting
AI agents prepare FINREP/COREP, CCAR submissions, MiFID II reports, DORA evidence and consumer disclosures — so compliance teams meet weekly regulatory cadence without burning out.
Finance / CFO
AI agents run month-end close, FP&A, intercompany and regulatory financial reporting — so the CFO function closes faster and frees teams for strategic decisions.
Treasury & ALM
AI agents run liquidity, ALM, FX hedging and capital optimization — so treasury operates within Basel LCR/NSFR while the CFO maximizes return on equity.
TECHNOLOGY, DATA & DORA RESILIENCE
AI agents run core banking ops, cybersecurity, DORA controls and AI/ML lifecycle — so the technology stack supports the bank at real-time pace while meeting EU DORA and US NIST requirements.
Agents run inside your infrastructure, on-prem, private cloud or hybrid. No data leaves the bank without your approval. No dependency on us: it runs on infrastructure you control. The agent is yours to run, permanently.
You pay for the process automated, not consulting hours. If a process proves non-automatable, a voucher covers the next one.
Our fastest projects go live from 12 weeks; the plan for yours comes out of discovery, because it depends on the process and the systems it touches. Payback within one year for the large majority of projects.
BANKING FAQ
Honest answers to the questions every Head of Operations, CRO or CTO has before going to production.
Agents run entirely inside your environment — on-prem, private cloud or your own hybrid setup. Customer data, transaction logs and PII stay in your environment by default. We integrate via APIs your team already controls.
Where agents run and who holds access →Yes. We've integrated with major core banking platforms (Temenos, Finastra, FIS, Mambu) and custom mainframes. Integration uses your existing API surface.
How we integrate with each system →Our deployments are designed to meet DORA operational resilience requirements, GDPR data minimization, and regulator-mandated audit trails. Every agent action is logged with complete provenance.
Where agents run and who holds access →Voucher mechanism: if a process isn't economically automatable, we replace it with another of equivalent value at no extra cost.
How we charge →Our fastest projects go live from 12 weeks (discovery, analysis and design, implementation, testing and deployment); the plan for yours comes out of discovery, because it depends on the process and the systems it touches. Payback within one year for the large majority of projects.
How long it takes →
Book a 30-minute meeting with our team and discover what AI automation can do for your specific workflows.
