Retail Banking Agents
// Retail Banking Agents
Personalization Agent
Our Personalization Agent helps users take control of their finances with intelligent, AI-powered insights. From auto-categorizing transactions to forecasting cash flow and tracking savings goals, this agent delivers real-time financial coaching tailored to each individual.
Key Features:
• Smart budgeting & spending insights
• Automated savings goal tracking
• Real-time bill reminders & cash flow predictions
• Personalized financial nudges based on behavior
• Credit monitoring & financial health tips
Empower users with a banking experience that feels personal, proactive, and intuitive.
// Retail Banking Agents
Loan Adjudication Agent
Our Loan Adjudication Agent streamlines the entire lending process with real-time, AI-powered decisioning. From analyzing credit risk to verifying income and assessing repayment capacity, this agent delivers faster, more consistent loan approvals — all while enhancing compliance and customer experience.
Key Features:
• Real-time loan decisioning using customer data & behavioral insights
• Automated document verification (e.g., pay stubs, tax returns)
• Dynamic creditworthiness scoring with explainable AI
• Income & debt ratio analysis for accurate risk profiling
• Fraud detection and flagging of suspicious applications
• Instant pre-qualification and personalized loan offers
Turn complex underwriting into an instant, intuitive process — giving users faster access to credit and banks a smarter way to manage risk.
// Retail Banking Agents
Compliance Agent
Our Compliance Agent keeps your retail banking operations aligned with ever-evolving regulations — automatically, in real time. From transaction monitoring to document checks and audit trail generation, this agent ensures full compliance without slowing down the customer experience.
Key Features:
• Automated monitoring of transactions for suspicious activity (AML/KYC)
• Real-time flagging of compliance breaches or risky behaviors
• Continuous screening against sanctions and watchlists
• Intelligent document verification and regulatory checks
• Auto-generation of audit trails and reporting logs
• Adaptive to local, regional, and global regulatory frameworks
Proactive, invisible, and always on — the Compliance Agent protects your institution while keeping banking seamless for your customers.
// Retail Banking Agents
Wealth Management Agent
Our Wealth Management Agent brings intelligent, personalized investing and planning tools to every retail customer — not just high-net-worth individuals. By combining behavioral data, market trends, and financial goals, this agent delivers customized wealth insights that adapt in real time.
Key Features:
• Personalized investment recommendations based on risk profile and goals
• Dynamic portfolio tracking with real-time performance insights
• AI-powered retirement and long-term planning tools
• Automated rebalancing suggestions and asset allocation nudges
• Tax-efficient investing strategies and alerts
• Financial milestone tracking (e.g., home purchase, education funds)
Bring private banking–level wealth management to the retail space — with AI that delivers tailored financial growth strategies to every customer, at scale.
Commercial Banking Agents
// Commercial Banking Agents
Loan Adjudication Agent
Our Commercial Loan Adjudication Agent accelerates complex credit decisions by leveraging real-time business financial data, credit models, and document intelligence. Whether it’s a small business loan or a large enterprise facility, this agent ensures consistent, data-driven outcomes — all while reducing manual workload and turnaround time.
Key Features:
• Automated credit decisioning based on business financials, cash flow, and risk
• Document parsing and verification for financial statements, tax records, etc.
• Dynamic risk scoring with explainable AI for transparency and trust
• Pre-qualification and approval simulation tools for relationship managers
• Integration-ready for loan origination and CRM systems
Empower faster, smarter lending decisions — with confidence and scale.
// Commercial Banking Agents
Compliance Agent
Our Compliance Agent helps commercial banks stay ahead of regulatory complexity with always-on monitoring and intelligent rule enforcement. From KYC and AML screening to audit readiness and sanction watchlist checks, this agent ensures every client and transaction stays compliant — without slowing operations down.
Key Features:
• Continuous monitoring for AML/KYC compliance
• Transaction pattern analysis and anomaly detection for fraud
• Automated document verification and due diligence support
• Real-time alerts for regulatory breaches and risk exposures
• Auto-generated audit trails and compliance reporting logs
Scale your compliance — while reducing risk and manual effort.
// Commercial Banking Agents
Personalization Agent
Our Commercial Personalization Agent delivers insights that deepen relationships with business clients. By analyzing transaction patterns, sector trends, and client behavior, this agent helps banks offer tailored solutions — from cash flow tools to personalized financing suggestions.
Key Features:
• Business-specific insights based on industry and financial behavior
• Smart nudges for optimized cash management and liquidity strategies
• Alerts for unusual activity or revenue shifts
• Tailored loan or product suggestions for growing businesses
• Visual dashboards for relationship managers and clients
Personalize the business banking experience — with intelligent, actionable insights.
Capital Markets Agents
// Capital Markets Agents
Sales & Trading Agent
Our Sales & Trading Agent enhances trading desks with real-time intelligence, market monitoring, and predictive execution support. From surfacing opportunities to optimizing trade execution and managing client coverage, this agent turns data into a competitive edge.
Key Features:
• Real-time market scanning and anomaly detection
• AI-generated trade ideas and pattern recognition
• Smart order routing and execution optimization
• Automated client briefing prep and trade summaries
• Natural language query support for pricing and historical trends
Give traders and sales teams the speed, insight, and automation to outperform in volatile markets.
// Capital Markets Agents
Research Agent
Our Research Agent accelerates the production of market, equity, and macro research by transforming unstructured data into powerful insights. Analysts can spend less time gathering data — and more time generating alpha-driving ideas.
Key Features:
• Summarization of earnings calls, filings, and financial reports
• Real-time news monitoring and sentiment tagging
• AI-generated first drafts of research briefs and outlooks
• Smart comparison of company fundamentals and peer benchmarking
• Natural language answers to complex financial questions
Scale research output while maintaining quality and speed — with AI built for analysts.
// Capital Markets Agents
Risk & Compliance Agent
Our Risk & Compliance Agent brings real-time visibility and automated rule enforcement to capital markets. From detecting market abuse to streamlining FINRA, SEC, and CAT compliance, this agent empowers legal, compliance, and risk teams to respond faster, stay audit-ready, and reduce exposure.
Key Features:
• Live monitoring of trading activity for risk and anomalies
• Surveillance for insider trading, spoofing, layering, and wash trades
• Real-time compliance checks for SEC and FINRA rules
• Automated CAT reporting and audit trail generation
• NLP-based alerting from policy documents and regulatory updates
Stay ahead of evolving regulations — with an AI agent built for precision, scale, and accountability.