US Financial Services & BankingGLBA & SEC Compliant Agentic AI
SEC and FINRA compliant AI solutions for US Banks, Credit Unions, and FinTechs.
Identity accuracy*
Faster originations*
Severity-1 Incidents*
Faster resolutions*
Future-Ready Finance
Empower clients and operations with intelligent automation
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.
Hear Agentic AI In Action
Watch unedited audio from a live Amazon Connect deployment handling a financial services inquiry. This is 100% AI — no human agent involved.
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 Institutions Transform with Agentic AI
Real-world impact for financial services
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