Private banking boundary
Process credit and customer documents inside your private VPC or on-premises environment.
FINANCIAL SERVICES
Agentic AI for banking, credit, and compliance teams.
Saarthi and Saransh handle the multi-source data work behind credit assessment, KYC onboarding, and compliance auditing — so your teams review decisions instead of assembling them by hand.
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Credit review copilot
FINANCIAL SERVICES agent
Built for the workflows financial institutions actually run
Multi-Source Credit Data Aggregation
Pull and reconcile figures from MCA, GST, ITR, and credit bureau sources into one cited draft, with a human sign-off step before anything is finalized.
Cross-Document KYC Validation
Extract and cross-check PAN, Aadhaar, GST, and board resolution documents against each other, escalating only genuine mismatches.
Governed Policy & Compliance Retrieval
Answer employee and auditor questions from your own circulars and policies, with a citation on every answer and access scoped to their role.
Solutions Showcase
Real workflows our agent studios are built to run inside this sector.
Assemble corporate credit notes from statutory and bureau sources automatically, with every figure traceable back to where it came from.
- Direct integration with MCA, GST, ITR, and bureau data sources
- Cross-source consistency checks before a figure reaches the draft
Classify, extract, and cross-reference scanned and handwritten onboarding documents instead of reviewing each one in isolation.
- Regional-script and handwriting OCR, not just printed text
- Cross-document field matching across the whole application set
Give staff and auditors cited answers from your own policy repository, and standardize terminology across business-unit risk documentation.
- Multi-hop retrieval that re-queries until it has a citable answer
- Access strictly scoped to the querying employee's role
SECURITY & CONTROL
Security and auditability built for regulated institutions
Source-linked decisions
Trace extractions, retrieved passages, and agent decisions to the document and query behind them.
Institution-defined controls
Set evaluation rules, extraction schemas, and access policies around your own risk requirements.
Compliance-led rollout
Configure workflows alongside your compliance and engineering teams before they enter daily review.
RESOURCES
Case Studies
See how enterprises in this sector approach real operational problems with our agent studios.
Credit Assessment
Credit Note Drafting, From Days to Minutes
How a large enterprise bank's credit teams use an autonomous agent to assemble corporate credit notes from a dozen scattered data sources.
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KYC & Onboarding Automation
KYC Onboarding, From Every Document to Only the Mismatches That Matter
How Saransh and Saarthi together turn a stack of scanned KYC documents into a validated, audit-ready account-opening record.
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Compliance Auditing
Policy & Compliance Answers, From a Circular Hunt to a Cited Response
How a compliance and audit copilot gives staff cited answers instead of a manual hunt through circulars — and standardizes how risk and control assessments get written.
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