Fintech agentic AI demo

Move from AI experiments to production-grade agentic workflows.

See how your fintech can put agentic AI into the operations that move the business forward, with rapid prototyping, governed deployment, and measurable operational impact.

Schedule this demo See the use cases

What you hear from the team

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

Fintech capabilities

What your team can do.

Rapid agent prototyping

Stand up a working agent for a real workflow in days with the connectors, tools, and review patterns needed for production use.

Production-grade deployment

Run agents with evaluation, guardrails, fallback, observability, and human review where it matters.

Industry-specific patterns

Apply patterns proven in fintech operations: onboarding, dispute, fraud triage, servicing, lending, and treasury.

Operating impact measurement

Measure capacity, cost, and quality impact so leadership can see what the AI work is actually delivering.

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 guardrails, fallback, observability, and evaluation that runs continuously.

Measure impact

Report capacity, cost, quality, and customer experience impact to leadership.

Production AI in months

Move from demo to production with the right governance and observability.

Measurable capacity

Lift throughput in onboarding, servicing, dispute, and lending without adding headcount.

Better customer experience

Cut wait times, repeat contacts, and drop-offs in the moments that matter.

Governed agentic work

Evaluation, guardrails, and human review on the actions that need them.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

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

Use an agent to verify identity, evaluate KYC documents, request the right additional evidence, and produce a clean handoff to a human reviewer for the edge cases.

Implementation scope

Connect identity, document, and case sources, configure agent steps with human review on edge cases, and pilot with one customer segment.

Live prompt or trigger

Run KYC on this batch of new customers, request the right evidence, and produce a clean handoff for the edge cases.

Verified customersEvidence 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

Triage incoming disputes, gather the evidence, classify the case, draft the response, update the system of record, and escalate the cases that need a human.

Implementation scope

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

Live prompt or trigger

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

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

Use agents to gather, structure, and summarize the financial, identity, and risk data underwriters need so they can decide instead of search.

Implementation scope

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

Live prompt or trigger

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

Structured applicant viewRisk summaryDocument checklistDecision-ready packetUnderwriter dashboard

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Pick the workflow

Choose a workflow with measurable cost or capacity pressure.

Week 2

Connect sources

Wire the data, case, and channel systems the agent needs.

Week 3

Build the agent

Configure agent steps with human review where needed.

Week 4

Pilot

Run with live traffic on a controlled slice and measure impact.

Week 5

Operate

Move into steady state with evaluation, monitoring, and reporting.

Who this is for

Fintech product, operations, and engineering leaders who want agentic AI in production where it changes cost, capacity, and customer experience.

Fintech demo

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

Browse the library

Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.