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Banking
Stand‑Alone Agent Stacks
Show impact fast with a focused scope with our stack of 7 AI agents
Meet our stack of seven AI agents ready to positively impact your mission-critical business flows.
Show impact fast with a focused scope. Agents recommend actions to raise customer credit scores, assess thin-file risk using alternative data, surface next-best-product offers, compile 360 summaries for relationship managers, scan adverse media for entities, triage inbound client emails and extract tasks, and draft contracts or letters with compliant phrasing.
Business impact: more eligible borrowers, more inclusive lending, higher activation and CLV, faster case handling for RMs, quicker KYC checks, higher RM throughput, and faster turnaround on drafting.
AI Agents in this stack include:
Credit score improvement assistant
Alternative risk assessor
Customer profiling & product recommender
Customer 360 summary generator
Adverse media screening agent
Inbound email agent (RM copilot)
Legal contract drafting assistant.
AI Agents in this Stack
Banking
Quick Wins
Credit Score Improvement Assistant
Recommends actions to raise credit score
Banking
Stand‑Alone Quick Win
Legal Contract Drafting Assistant
Drafts contracts/letters with compliant phrasing
Banking
Stand‑Alone Quick Win
Inbound Email Agent (RM Copilot)
Triage client emails; extract tasks
Banking
Stand‑Alone Quick Win
Adverse Media Screening Agent
Adverse news checks for entities
Banking
Stand‑Alone Quick Win
Customer 360 Summary Generator
Unified customer summary for RMs
Banking
Stand‑Alone Quick Win
Customer Profiling & Product Recommender
Next‑best‑product recommendations
Banking
Stand‑Alone Quick Win
Alternative Risk Assessor
Uses alternative data for thin‑file customers


