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Financial services

Agents that underwrite the deal, screen the wire, and write the SAR.

Dozens of them, across every line of business, running on your core and your data. You make the decisions.

Commercial Credit Analyst
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Every channel

Answer where people already work.

The same agent is reachable in the embedded chat widget, by voice, in Slack, in Teams, through Claude, and over email. It reads screenshots and documents, validates the numbers against your core, and stops at the decision.

Chat widget
Configurable, embed in any app or portal
Voice
Calls transcribed, validated, and answered
Slack
Ask in a DM or a channel
Teams
The same agent inside Microsoft Teams
Claude
Reach your agent from Claude
Email
Replies on the thread
See the widget work ›
Integrations

Make your core do more.

Pre-built connectors book accounts and loans, pull real-time balances and transactions, and ingest the batch systems of record, Fiserv, FIS, Jack Henry, Finastra, and TCS, among others.

See it on your own book of business.

Start a trial and sign in to a working system loaded with real deals, wires, and portfolios.