Workflows
Choose a use case, customize it if needed, and go live with AI agents doing the heavy lifting—no tech team required.
Instant Digital Loan Origination Workflow
Automates loan origination in real time—verifying identity, collecting alternative data, scoring credit, and disbursing funds instantly.
Fraudulent Claims Investigation Workflow
Identifies, investigates, and resolves fraudulent insurance claims using real-time AI surveillance and pattern recognition.
Client Onboarding & Compliance Workflow
Automates end-to-end onboarding of new wealth clients—capturing KYC, verifying documents, profiling investment suitability, and opening accounts.
Policy Service Endorsements Workflow
Streamlines policy change requests like address updates, beneficiary changes, or coverage modifications.
Loan Collections & Recovery Workflow
Automates delinquency tracking, borrower outreach, negotiation, and escalation to maximize loan recovery.
Fraud Alert Investigation Workflow
Automates fraud detection and investigation—monitoring transactions, enriching alerts, guiding decisions, and filing reports.
Meet Your New AI Workforce.
Each agent is trained for a specific role — ready to plug into your workflows and deliver results.
