The Artificial Intelligence Agent of ACME presents itself as a solution to automate tedious manual processes in banking. With the implementation of artificial intelligence agents, banks and fintech companies can accelerate and optimize processes, from account opening to customer service, reducing costs and improving efficiency.


Problem to solve.

Banks face enormous challenges when trying to manage old systems and growing service portfolios. Every day, thousands of service requests flood the staff of a medium-sized bank. In the realm of loans, officials spend hours trying to get the necessary documentation from applicants. Simple errors, like a letter error in a transfer, can halt thousands of payments each day. Current solutions, such as robotic process automation (RPA) and traditional chatbots, have been unable to effectively address these issues.

40% of banking CEOs see AI as one of their top priorities in 2023. However, for many banks, “AI” remains a buzzword on a PowerPoint slide for too long. The Artificial Intelligence Agent of ACME provides the infrastructure to take them from exploration to deployment in weeks, saving them time and money:

– time savings per week: 20h.

– cost savings per loan officer: $34,000.

– increase in conversion rate: 60%.


Solution with an LLM App.

The Artificial Intelligence Agent of ACME integrates with the bank’s existing IT infrastructure, learning to use their systems and working with unstructured financial data to automate key processes. 

These AI agents can “see”, using computer vision to read documents and integrate with existing systems. They can also “speak” using conversational artificial intelligence to communicate with clients or colleagues. Most importantly, these agents are aligned with banking compliance regulations and policies, ensuring safe and compliant operations.

Among the most relevant features that the Artificial Intelligence Agent of ACME offers, the following stand out:

– Process requests: the AI Agent uses LLMs to communicate with customers, collect documents (bank statements, payment receipts, etc.), and send the completed loan file to your LOS (Loan Origination System).

– Improve your loan experience: Guide loan applicants conversationally through the loan process. Whether it’s a personal, car, mortgage, or commercial loan, let your AI assistant immediately contact applicants to offer them the best customer experience.

– Import stipulations and requirements from your LOS: We automatically display all documents required to complete a loan file, directly from your LOS.

– Request documents automatically via SMS or E-Mail: Let your AI assistant have a pleasant conversation with applicants to obtain all necessary documents, such as bank statements, W2s, 1099s, form 1003, and many more.

– Analyze documents to provide relevant insights: Our AI analyzes all sent documents, clarifies potential inconsistencies with the applicant, and presents them in a simple panel for the loan officer.

– Send extracted data to your LOS: With a single click, you can automatically incorporate your client into your LOS via APIs or through the user interface.