AI Agents and Sectors

Banking

Streamline onboarding, lending, underwriting, compliance, servicing and more. Click a label to check out our ready-to-deploy AI agents

Commercial onboarding

Corporate account opening

Retail mortgage underwriting

Commercial lending

SME/Corporate Underwriting Financial insights

trade finance invoice factoring

Garnishment processing

Financial crime risk assessment

customer churn & retention

AML & KYC

quick wins

Insurance

Streamline onboarding, claims processing, underwriting and fraud detection. Fast results with our production-ready AI agents

Policy onboarding

Claims processing

Underwriting assessment

Fraud detection & alerting

Renewals & Upsell

Regulatory & Compliance

Distribution

Reinsurance

Complaints & disputes

Logistics

Streamlining operations and cutting costs for carriers, 3PLs, brokers, forwarders and shippers. Proven results with production-ready AI agents

AI Agents

ALL

BANKING

INSURANCE

LOGISTICS

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

Customer Profiling & Product Recommender

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

Banking

Trade Finance Invoice Factoring

Trade Finance Exception Handler

Aggregates red flags; prescribes next steps

Banking

Trade Finance Invoice Factoring

Supplier Contract & Identity Validator

Validates supplier contract and status

Banking

Trade Finance Invoice Factoring

Delivery Confirmation Verifier

Confirms delivery signatures vs invoice

AI Agents

ALL

BANKING

INSURANCE

LOGISTICS

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

Banking

Trade Finance Invoice Factoring

Trade Finance Exception Handler

Aggregates red flags; prescribes next steps

Banking

Trade Finance Invoice Factoring

Supplier Contract & Identity Validator

Validates supplier contract and status

Banking

Trade Finance Invoice Factoring

Delivery Confirmation Verifier

Confirms delivery signatures vs invoice

AI Agents

ALL

BANKING

INSURANCE

LOGISTICS

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

Banking

Trade Finance Invoice Factoring

Trade Finance Exception Handler

Aggregates red flags; prescribes next steps

Banking

Trade Finance Invoice Factoring

Supplier Contract & Identity Validator

Validates supplier contract and status

Banking

Trade Finance Invoice Factoring

Delivery Confirmation Verifier

Confirms delivery signatures vs invoice

Resources

Bucharest

Charles de Gaulle Plaza, Piata Charles de Gaulle 15 9th floor, 011857 Bucharest, Romania

Menlo Park

352 Sharon Park Drive Menlo Park, CA 94025

Terms & Conditions