Workflows
Choose a use case, customize it if needed, and go live with AI agents doing the heavy lifting—no tech team required.
Client Onboarding & Compliance Workflow
Automates end-to-end onboarding of new wealth clients—capturing KYC, verifying documents, profiling investment suitability, and opening accounts.
Continuous Loan Risk Monitoring Workflow
Monitors borrower activity post-loan to detect early risk, trigger intervention, and reduce defaults.
Portfolio Reporting Automation
Streamline the generation of monthly or quarterly performance reports with xnode’s AI-powered automation.
Microloan Origination & Group Lending Workflow
Automates field-based microloan issuance to groups—streamlining data collection, risk evaluation, and disbursement in underserved regions.
Fraudulent Claims Investigation Workflow
Identifies, investigates, and resolves fraudulent insurance claims using real-time AI surveillance and pattern recognition.
Policy Service Endorsements Workflow
Streamlines policy change requests like address updates, beneficiary changes, or coverage modifications.
Meet Your New AI Workforce.
Each agent is trained for a specific role — ready to plug into your workflows and deliver results.
