
Banks tend to lose ROI in the same places: KYC/onboarding stalls, lending gets stuck in manual handoffs, and financial insights generate a lot overhead
FlowX.AI tackles this with pre-built banking agent stacks that plug into your existing systems and automate governed execution
For example: Onboarding & KYC - collect and validate documents, complete checks, keep cases moving; Underwriting - analyze applicant data, draft decision packs with evidence, escalate exceptions; and Financial Insights - surface explainable signals and next-best actions for relationship teams
Go live with agents in weeks and then scale across other workflows, driving outcomes like faster and auditable processes, and automation of handoffs
Banking AI Agents Stacks
Banking
Stand‑Alone Agent Stacks
Show impact fast with a focused scope with our stack of 7 AI agents
Banking
AML and KYC
Keep KYC current and risk-focused with our stack of 4 AI agents
Banking
Customer Churn and Retention
Act before customers leave and make each intervention count with our stack of 4 AI agents
Banking
Financial Crime Risk Assessment
Target risks sooner with explainable signals with our stack of 5 AI agents
Banking
Garnishment Processing
Execute legal orders accurately and without delays with our stack of 6 AI agents
Banking
Trade Finance Invoice Factoring
Release working capital with tighter, faster checks with our stack of 6 AI agents
Banking AI Agents Catalog
Banking
Retail Mortgage Underwriting
Purchase Agreement and Property Contract Validator Agent
Is the purchase agreement or the property contract adequate for retail mortgage underwriting?
Banking
Corporate Account Opening
Multi-Entity Legal Identity Extractor
Extracts legal data across group entities
Banking
Commercial Onboarding
Company Identity Extractor
Extracts company identity info from docs
Banking
Garnishment Processing
Garnishment Order Extractor
Parses court orders; extracts parties and amounts
Banking
Trade Finance Invoice Factoring
Invoice Eligibility Validator
Validates invoice authenticity and eligibility
Banking
Commercial Lending
Financial Statement Analyzer
Extracts financials and ratios
Banking
Retail Mortgage Underwriting
Purchase Agreement & Contract Validator
Validates property contract vs. appraisal/loan application
Banking
Quick Wins
Credit Score Improvement Assistant
Recommends actions to raise credit score
Banking
AML KYC
Transactional Behavior Risk Analyzer
Flags risky patterns in KYC/AML

