Fintech agentic AI demo

Test agent-supported workflows against real operating needs.

Explore a practical path from one selected workflow to a measured pilot with connected data, human review, and an operating plan.

Schedule this demo See the use cases

The operating problem

Every team is doing AI demos, but nothing has moved the operating numbers yet.

Fintech capabilities

What the demo explores.

Workflow prototyping

Build a working version of one real workflow with the connectors, tools, exceptions, and review steps your team identifies.

Production planning

Define evaluation, limits, fallback, monitoring, ownership, and human review before expanding beyond the pilot.

Industry-specific patterns

Start with common fintech workflows such as onboarding, disputes, fraud triage, servicing, lending, and treasury.

Operating impact measurement

Compare capacity, cost, quality, exceptions, and user feedback with the current workflow baseline.

Pick the workflow

Choose a workflow where capacity, cost, or customer experience pressure is real.

Build the agent

Configure the connectors, tools, and review steps the agent needs.

Govern and evaluate

Add limits, fallback, monitoring, and scheduled evaluation before expanding the workflow.

Measure the pilot

Compare capacity, cost, quality, exceptions, and customer-experience measures with the baseline.

Pilot decision

Give product, operations, risk, and engineering the measures they need to decide what comes next.

Team capacity

Compare throughput, review time, queue age, and exception volume with the current process.

Customer experience

Track wait time, repeat contacts, completion, and drop-off during the pilot.

Human-controlled workflow

Review thresholds, fallback, monitoring, and clear ownership for consequential actions.

Use cases to evaluate

Three workflows to put in front of your team.

Each use case starts with an operating problem, shows a candidate workflow, and identifies the outputs and measures your team can review in a pilot.

UC1

Agentic onboarding and KYC

"Onboarding takes too long, and the manual KYC step is where customers drop off."

Fintechs with high onboarding volume where time-to-funded is the customer experience metric.

What this demo shows

The demo compares identity and KYC documents with configured requirements, identifies missing information, drafts an evidence request, and sends the case to a reviewer for the decision.

What a pilot includes

Connect approved identity, document, and case sources, configure review for onboarding decisions and exceptions, and pilot with one customer segment.

Example prompt or trigger

Prepare KYC reviews for this batch of new customers, identify missing evidence, and route each case to the right reviewer.

Example outputs

Verification results for reviewEvidence requestsReviewer queueTime-to-funded metricAudit trail

UC2

Agentic dispute and servicing

"Disputes pile up and customer experience suffers while ops is buried in manual work."

Fintechs where dispute and servicing queues drive cost and customer churn.

What this demo shows

The demo gathers dispute records, proposes a classification and response, prepares a system update, and sends exceptions to the operations team for review.

What a pilot includes

Connect dispute and case systems, configure agent steps and human review, and pilot with one dispute type.

Example prompt or trigger

Triage today's disputes, classify each one, draft the customer response, and escalate the five that need a human.

Example outputs

Triaged disputesDrafted responsesSystem updatesEscalation queueOperations dashboard

UC3

Agentic credit and lending operations

"Underwriting analysts are buried in data gathering instead of decisioning."

Lenders where underwriter throughput is the constraint and data gathering is the bottleneck.

What this demo shows

The demo gathers, structures, and summarizes connected financial, identity, and risk data while keeping the credit decision with the underwriter.

What a pilot includes

Connect data sources, configure the agent steps, build the underwriter workspace, and pilot with one credit product.

Example prompt or trigger

Gather and summarize the financial, identity, and risk data for these 50 loan applications and produce a decision-ready packet.

Example outputs

Structured applicant viewRisk summaryDocument checklistDecision-ready packetUnderwriter dashboard

Pilot path

A five-step path to a useful pilot.

Start with one workflow, agree on the baseline, connect the approved data, test with users, and let the results guide the operating plan.

Plan a pilot

Select

Pick the workflow

Choose a workflow and record its current cost, time, quality, and exception baseline.

Connect

Connect sources

Map the approved data, case, and channel systems the workflow needs.

Configure

Build the workflow

Configure agent steps, limits, and human review.

Evaluate

Run the pilot

Test a controlled set of work and compare the result with the baseline.

Decide

Choose the next step

Review quality, exceptions, operating cost, support, and user feedback before expanding.

Who this is for

Fintech product, operations, risk, and engineering leaders evaluating agent-supported work in onboarding, servicing, disputes, or lending.

Fintech demo

Part of the Tactical Edge fintech demo library. See related demos for the rest of the customer journey.

Browse the library

What to measure

Agree on a baseline before the pilot, then compare the output, review effort, exceptions, quality, and operating cost with your current process.