US Financial Services & BankingPowered by Agentic AI
SEC and FINRA compliant AI solutions for US Banks, Credit Unions, and FinTechs.
Identity accuracy
Faster originations
Data breaches
Faster resolutions
Secure Financial Operations
Protect assets and build trust with military-grade AI security
Complex account opening processes lead to high drop-off rates and frustration.
AI-powered onboarding assistants guide customers through account setup with real-time verification.
Key Capabilities
SEC & FINRA
WORM storage compliance for all communications
Core Integration
Jack Henry, Fiserv, FIS, and Temenos connectors
GLBA Privacy
Strict protection of Non-public Personal Information (NPI)
Customer Onboarding
Automated account opening with real-time identity verification
Card & Payments
Card freeze/unfreeze, dispute resolution, transfers, and bill pay
Account Servicing
Address changes, statement requests, limit changes, and updates
How Leading Companies Transform with Agentic AI
How financial leaders are redefining the customer experience
Regional Credit Union
Automated loan application status checks and pre-approvals.
Increased loan origination volume by 22% in 6 months.
22%
Investment Firm
Secure trade execution via voice authentication.
Reduced trade verification time by 90 seconds per call.
90s
Mortgage Lender
Proactive document collection reminders via SMS.
Shortened closing interaction timelines by 7 days.
7 days