Workflows

Choose a use case, customize it if needed, and go live with AI agents doing the heavy lifting—no tech team required.

#Insurance
Policy Service Endorsements Workflow

Streamlines policy change requests like address updates, beneficiary changes, or coverage modifications.

#NBFC
Loan Collections & Recovery Workflow

Automates delinquency tracking, borrower outreach, negotiation, and escalation to maximize loan recovery.

#WealthManagement
Portfolio Reporting Automation

Streamline the generation of monthly or quarterly performance reports with xnode’s AI-powered automation.

#NBFC
Microloan Origination & Group Lending Workflow

Automates field-based microloan issuance to groups—streamlining data collection, risk evaluation, and disbursement in underserved regions.

#Fintech
Continuous Loan Risk Monitoring Workflow

Monitors borrower activity post-loan to detect early risk, trigger intervention, and reduce defaults.

#WealthManagement
Client Onboarding & Compliance Workflow

Automates end-to-end onboarding of new wealth clients—capturing KYC, verifying documents, profiling investment suitability, and opening accounts.

Meet Your New AI Workforce.

Each agent is trained for a specific role — ready to plug into your workflows and deliver results.