Our banking and finance AI agents are purpose-built to handle the complexity of banking and finance operations at scale, without cutting corners. With agentic process automation that’s fast, flexible, and grounded in your business logic, you can reduce errors and boost speed. Our vertical AI agents help you keep your teams focused on high-value aspects of your business, like engaging customers, designing better financial products, and growing with confidence.
Our BFSI AI agents for banking, insurance, and finance integrate seamlessly with your existing enterprise system to ensure uninterrupted operations with great precision.
Guidewire
Duck Creek
Temenos
Finastra
Zoho
nCino
Dynamics 365
Oracle
Workday
Salesforce
SAP
SharePoint
OpenText
Power BI
Tableau
Qlik
Automate key processes to significantly reduce turnaround times and improve responsiveness.
Eliminate manual errors by extracting and validating data with high precision across documents and systems. Use human-in-loop to provide quality and accuracy.
Deliver instant resolutions, 24/7 support, and faster onboarding to enhance satisfaction and retention.
Track every step of the decision process, meet regulatory requirements effortlessly, and stay inspection-ready.
Handle higher volumes during peak periods without stretching your teams or increasing cost.
Eliminate manual tasks and give your teams more time and actionable insights to drive business growth.
Connect seamlessly with your enterprise systems and eliminate silos to provide unified access to data.
Lower operational expenses by offloading repetitive, time-consuming work to AI agents.
Launch faster with our vertical AI agents tailored for banking, insurance, and financial services. No long setup cycles.
Connect agents to your enterprise data to ensure every recommendation, response, and document is grounded in your business logic.
Map agent workflows to your business rules and approval hierarchies to ensure disruption-free operations.
Use proprietary models or open-source models — whichever aligns best with your business needs and AI governance policies.
Real-time dashboard helps you quantify AI agents performance and business value.
Deploy Digital ClerX in your own environment with full alignment to your data privacy, audit, and regulatory requirements.
Set guardrails for financial decisioning, enable human-in-the-loop review, and tune outputs for consistency and compliance.
Harness pre-built, scalable banking and finance AI agents that automate simple tasks to complex processes with ease and unlock triple-figure savings annually with Digital ClerX.
Digital ClerX AI agents can automate high-effort, rule-based processes like underwriting, customer onboarding, KYC verification, claims processing, fraud triage, compliance checks, regulatory reporting, and more—across banking, insurance, and financial services operations.
Most financial institutions go live in just a few weeks. With prebuilt agents and configurable workflows, we help you bypass lengthy implementation cycles and start seeing results faster.
Yes. Digital ClerX integrates seamlessly with core banking systems, policy administration platforms, CRMs, loan origination systems, and third-party APIs used across financial institutions.
Digital ClerX is deployed in your preferred environment with full control over data privacy, residency and access. We follow enterprise-grade encryption, role-based access, and security standards aligned with your IT and compliance teams.
Absolutely. You choose how much autonomy your agents have—from full automation to human-in-the-loop review and escalations. Every workflow is configurable to match your operating model and risk controls.
Digital ClerX is model-agnostic. You can use Azure, OpenAI, Gemini, open-source models, or a specialized financial model—based on your organization’s AI strategy, compliance needs, and risk appetite.
