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Finance & Banking Services

AI is transforming how healthcare is delivered—from clinical decision-making to patient engagement and operational automation. Your AI agent company can offer modular, compliant, and intelligent agents that can plug into health systems, apps, or wearables.

AI Agents

Personal Finance Advisor Agent
Helps individuals manage their finances

Features

  • Tracking income and expenses
  • Offering budget planning and savings advice
  • Recommending investment strategies based on user risk profile

AI Capabilities

  • NLP for understanding financial queries in plain English
  • Reinforcement Learning for savings suggestions
  • Recommendation Systems for investments/saving accounts
  • Time Series Forecasting for future cash flows

Components

  • API integration with banking platforms (Plaid, Yodlee)
  • User profile segmentation using clustering
  • LLM-based financial assistant (e.g., ChatGPT API)
  • Visualization dashboards for budgeting

Business Value

Empower users to control finances
Upsell fintech platform services
Behavioral nudges to promote savings/investment
Business Models

Potential Business Models
for Your Company

Our proprietary systems are constantly monitored for optimal performance. Track real-time data across all our technological innovations with our advanced analytics dashboard.

Model TypeDescriptionExample
SaaS PlatformOffer plug-and-play AI agents for fintech companiesOffer monthly plans per user/API call
API-as-a-ServiceDevelopers integrate your AI models via APIsFraud detection, KYC checks
White-Label SolutionBanks brand your AI agents as their ownRobo-advisor engines
Custom DeploymentEnterprise-grade solutions for large banks

Use Cases

Discover how our solutions can transform your business across various scenarios

1

Robo-Advisors for Investment

Use ML + AI to create, rebalance, and manage a portfolio automatically.
Agents analyze market trends and user preferences to shift allocations.
Robo-Advisors for Investment illustration
2

Automated KYC

Uses facial recognition, document OCR, and fraud detection AI to verify users digitally.
Enhances onboarding by reducing friction and manual intervention.
Automated KYC illustration
3

Chatbots for Banking Support

AI-powered bots answer FAQs, guide users through transactions, reset passwords, or flag issues.
Can be built on LLMs with RAG (Retrieval Augmented Generation) to fetch bank-specific policies and responses.
Chatbots for Banking Support illustration

Ready to Transform Your Industry?

Whether you're in healthcare, finance, manufacturing, retail, or another sector entirely, our proven approach adapts to your unique challenges.