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Agentic AI Solutions for Banking & Finance

Financial institutions operate in high-stakes, real-time environments. Our agentic AI solutions autonomously retrieve regulatory and market knowledge, predict risks and fraud, and recommend tailored actions for clients and advisors.

Most popular use cases with our customers

Regulatory Compliance

Retrieves policies and circulars, interprets obligations, and auto-generates checklists with traceable citations.

Analyst Research Agent

Aggregates earnings calls, filings, and market news, drafts summaries, and provides reasoning trails for decision-makers.

Fraud Detection

Continuously monitors transaction graphs, detects anomalies, and autonomously blocks or flags suspicious activity.

Next-Best-Action Banking

Suggests personalized offers (loans, cards, savings) based on customer behavior, eligibility, and risk profile.

Portfolio Rebalancing

Recommends hedging or diversification strategies, simulates scenarios, and provides rationale for investment advisors.

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