Banking & Financial Services
Give your broker channel its time back.
Banking runs on a broker relationship that generates entirely predictable work in both directions — status calls in, document chases out, files that come back because something did not reconcile. AI agents take the predictable half off your people, so the channel team spends its time on the relationships instead of the admin.
What we hear
- Brokers calling for status updates the system could have volunteered
- Loan files reaching assessment incomplete, and going straight back
- Shared operational inboxes triaged by hand, message by message
- Relationship managers preparing for broker meetings from memory
Agents built for Banking & Financial Services
Each one says how it works, what it connects to, and where it was built.
Meeting Preparation Agent
Walks into every meeting knowing what happened in the last one.
A Meeting Preparation Agent reads the next two days of your calendar, matches every attendee against your CRM, and gathers what your teams have said internally alongside what the market has said publicly — then emails a structured briefing before the day starts. It runs daily, without being asked.
Sales Wrap-Up Agent
The follow-up gets sent, and the CRM tells the truth.
A Sales Wrap-Up Agent takes what happened in a meeting and does the admin that usually gets skipped: it drafts the follow-up email, updates the CRM with what was agreed, and creates the tasks somebody committed to. The rep reviews and sends.
Business Performance Agent
Ask the business a question. Get the number, not a ticket.
A Business Performance Agent lets anyone ask the company's numbers a question in plain language — customer count, churn, recurring revenue, average revenue per user — and get a reconciled answer from the governed warehouse. No SQL, no analyst queue, no arguing about whose spreadsheet is right.
Application Processing Agent
Applications validated, records created, questions answered — around the clock.
An Application Processing Agent checks the identity documents attached to an incoming application, creates the record in the CRM, raises a help ticket when something does not add up, and answers the applicant's questions at any hour without anyone being on shift.
Email Triage Agent
The shared inbox sorts and actions itself.
An Email Triage Agent reads a shared operational inbox, works out what each message actually is, and either actions it in the underlying system or routes it to the person who can. The inbox stops being a queue somebody has to work through.
Case Quality Review Agent
Every case reviewed against the rubric, not a sample of ten.
A Case Quality Review Agent scores customer-service responses against your quality rubric — all of them, consistently, rather than the handful a team leader has time to sample. Coaching stops being anecdotal.
Daily Briefing Agent
What you need to know, before anyone asks you about it.
A Daily Briefing Agent assembles what changed overnight across the systems and sources you care about, and delivers one briefing before the working day starts — so the first meeting is not the first you hear of it.
Broker Communication Agent
Brokers stop ringing to ask where things are.
A Broker Communication Agent confirms receipt of what a broker has sent and keeps them updated as it moves — so the status call never gets made. The inbound call volume falls because the reason for calling has gone.
Loan Document Checker Agent
Catches the inconsistency before a human wastes an hour on it.
A Loan Document Checker Agent reviews the documents attached to a loan application for the inconsistencies and omissions that would send it back — before it reaches an assessor. The rework loop shortens because the file arrives complete.
Broker Voice Agent
Answers the phone, knows who is calling, and chases the missing document.
A Broker Voice Agent recognises the broker who is calling, tells them the status of their application, and — because the conversation goes both ways — calls them back when a document is still outstanding.
Economic & Market Insight Agent
The rate decision, read and summarised, before the meeting about it.
An Economic & Market Insight Agent watches the economic releases and market data that move your business — central bank decisions, housing figures, the numbers your customers read — and summarises what changed and what it means for you.
AI Risk Review Agent
First-line review of every AI proposal, against your own policy.
An AI Risk Review Agent takes a proposed AI use case and reviews it against your organisation's own ethics, security, privacy and legal policies — producing a first-line assessment that names the specific policy each concern relates to. The governance committee reviews a considered submission rather than a blank form.
What we have done here
We are building agents across the broker channel, lending operations and reporting for an ASX-listed banking group, scoped to scale across the group.
Banking & Financial Services questions
How can AI agents help a bank or lender?
Most of the work in a broker channel is entirely predictable in both directions: brokers ring for status updates, and lenders chase brokers for missing documents. Agents remove the predictable half — confirming receipt, updating brokers proactively, checking loan files for inconsistencies before an assessor opens them, and triaging the shared operational inbox.
Is this safe to use with customer data?
Agents enforce the access rules you already have, at the source. Where we prototype, we do it on proxy datasets so no customer data is touched until the controls are signed off. Nothing goes near a production system without your risk and compliance function agreeing to it first.
Does an agent make lending decisions?
No. A document-checking agent verifies that a file is complete and internally consistent; the credit decision stays with the assessor. The point is that an assessor should not spend an hour discovering a payslip is missing.
How do we get AI past our risk and compliance function?
By involving them at the start rather than presenting them with a fait accompli. We have also built an AI risk review agent that performs a first-line review of proposed use cases against an organisation's own policies — so the governance committee spends its time on the genuinely contentious cases rather than on paperwork.
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