Financial Services & Insurance Agentic Platform

Transforming Banking, Insurance, and Capital Markets with Intelligent Agent Orchestration

Industry-Specific AI Transformation

Our Financial Services platform combines deep domain expertise with cutting-edge AI to revolutionize banking operations, insurance processes, and capital market activities.

Built on proven financial data models (ISO 20022, FIX Protocol, SWIFT) and integrated with leading financial systems, we enable seamless orchestration of AI agents across the entire financial value chain.

1
Assess
Financial workflows & risk landscape
2
Design
Agent architecture & compliance
3
Deploy
Secure regulatory implementation
4
Scale
Enterprise-wide optimization
Agent Ecosystem
Category Key Agents Capabilities
Foundational Financial Risk Analyzer • Customer Behavior Predictor • Regulatory Intelligence • Market Analysis Real-time risk evaluation, pattern-based customer insights, automated regulation interpretation, market opportunity identification
Technical Transaction Processing • Core Banking Integration • API Gateway • Data Security High-volume payment handling, legacy system connectivity, third-party API management, financial data protection
Functional Customer Service • Loan Processing • Collections Management • Treasury Management Personalized support delivery, automated credit workflows, optimized debt recovery, liquidity optimization
Industry-Specific AML/KYC Compliance • Fraud Detection • Basel III Compliance • Open Banking Anti-money laundering automation, real-time fraud prevention, capital adequacy management, PSD2 API ecosystems
Category Key Agents Capabilities
Foundational Risk Modeling • Claims Pattern Analyzer • Customer Lifetime Value • Market Intelligence Sophisticated actuarial modeling, trend identification, retention prediction, competitive landscape analysis
Technical Policy Administration • Claims Processing Engine • IoT Data Integration • Document Processing Lifecycle management, automated settlement, telematics processing, claims document extraction
Functional Underwriting Assistant • Claims Adjuster • Distribution Channel • Customer Communication Risk assessment support, damage evaluation, multi-channel management, personalized interactions
Industry-Specific Catastrophe Modeling • Insurance Fraud Detection • Regulatory Filing • Parametric Insurance Natural disaster simulation, fraudulent claims identification, automated regulatory reporting, index-based products
Category Key Agents Capabilities
Foundational Market Microstructure • Alpha Generation • Portfolio Optimization • Risk Factor Order flow analysis, ML-driven opportunity identification, efficient portfolio construction, systematic risk decomposition
Technical Order Management • Market Data Feed • Trade Reconciliation • Pricing Engine Multi-venue execution, ultra-low latency processing, settlement matching, complex derivative valuation
Functional Trading Strategy • Research Analysis • Client Portfolio • Performance Attribution Algorithmic execution, investment research generation, account management, return source analysis
Industry-Specific MiFID II Compliance • Market Making • Dark Pool • Quantitative Risk Best execution assurance, automated liquidity provision, anonymous trading, VaR and stress testing
Sample: Business Process Transformation

Real-Time Fraud Detection

Rule-Based → AI Context Transaction Screening
Batch Processing → Real-Time Decision Making
95% Detection
70% FP ↓
<100ms Response

Straight-Through Claims

Manual Review → AI Assessment Damage Evaluation
Paper Docs → Digital Capture Documentation
24hrs Settlement
80% STP Rate
40% Cost ↓

Algorithmic Trading

Manual Research → Alpha Discovery Strategy Development
Fixed Parameters → Adaptive Execution
10x Speed
25% Sharpe ↑
99.9% Reliability

Digital Banking Experience

Branch Visits → Digital Self-Service Customer Experience
Generic Products → Personalized Recommendations
90% Digital
60% Cost ↓
4.5/5 NPS

Banking Operations Transformation

▼

Customer Onboarding

Digital KYC, instant verification, risk assessment, account opening

Transaction Processing

Real-time fraud detection, payment routing, settlement optimization

Credit Decisions

AI-powered scoring, alternative data, instant approvals

Risk Management

Portfolio monitoring, stress testing, regulatory reporting

95%
Fraud Detection Rate
70%
False Positive Reduction
<100ms
Decision Time
$50M
Annual Loss Prevention

Insurance Process Automation

▼

Risk Assessment

Dynamic pricing, IoT data integration, predictive modeling

Policy Management

Automated underwriting, digital issuance, renewal optimization

Claims Processing

AI damage assessment, straight-through processing, fraud detection

Customer Service

24/7 AI agents, personalized recommendations, proactive outreach

24hrs
Settlement Time
80%
Straight-Through Rate
40%
Cost Reduction
4.8/5
Customer Satisfaction

Financial System Integrations

▼

Core Banking

Temenos, FIS, Oracle FSS, Infosys Finacle

Trading Platforms

Murex, Calypso, Charles River, Aladdin

Payment Systems

SWIFT, ACH, FedWire, RTP, Visa, Mastercard

Market Data

Bloomberg, Reuters, S&P, Morningstar

Risk Systems

SAS, FICO, Moody's Analytics, Algorithmics

Regulatory

Regulatory engines, FATCA, AML, GDPR systems

Platform Architecture & Capabilities
Layer Components Technologies Financial Integration
AI/ML Core Fraud Detection, Risk Modeling, Algorithmic Trading, Credit Scoring XGBoost LSTM FinBERT AutoML Real-time risk engines, Regulatory algorithms, Market data feeds
Agent Layer Transaction Processing, Claims Management, Portfolio Optimization, Compliance LangChain AutoGen Semantic Kernel Financial workflows, Regulatory protocols, Trading strategies
Data Platform Market Data Lake, Customer Warehouse, Risk Repository, Transaction Store Snowflake Databricks Kafka ISO 20022, FIX Protocol, SWIFT, Bloomberg, Reuters
Integration Core Banking, Trading Systems, Payment Rails, Regulatory Reporting MuleSoft Apigee IBM DataPower Temenos, FIS, Murex, Charles River, Calypso
Security & Compliance Data Encryption, Access Control, Audit Trails, Regulatory Monitoring Vault CyberArk Splunk PCI DSS, SOX, Basel III, MiFID II, GDPR compliance