From First Deposit to
Lasting Legacy.
Every Interaction Counts.
AgilePoint helps financial institutions streamline complex
banking and administrative workflows.
How banking organizations use AgilePoint
Customer Onboarding and KYC
Deterministic:
Streamline customer onboarding processes, reduce processing times, and improve data accuracy with automated workflows and document verification. Implement structured KYC processes to ensure compliance with banking regulations
Non-Deterministic:
Dynamically adjust process flows and modify decision points, supporting human-in-the-loop exception handling where traditional workflows with pre-defined routing fail, while capturing intelligence to enable autonomous optimization in complex, changing scenarios.
Loan Origination and Processing
Deterministic:
Automate loan application workflows, standardize credit assessment processes, and reduce manual data entry with intelligent forms and integrations. Implement rule-based decisioning systems for consistent loan evaluations.
Non-Deterministic:
Dynamically adjust credit scoring models and modify loan offer parameters, supporting human-in-the-loop decisions for complex applications where traditional pre-defined workflows fail, while capturing intelligence to eventually enable autonomous optimization in evolving market conditions.
Regulatory Compliance and Reporting
Deterministic:
Ensure compliance with banking regulations by automating reporting processes and maintaining comprehensive audit trails. Implement structured workflows for regulatory change management.
Non-Deterministic:
Dynamically update compliance workflows and modify reporting structures based on real-time regulatory changes, while building intelligence to eventually enable autonomous adaptation to new requirements and complex interpretations.
Fraud Detection and Prevention
Deterministic:
Implement rule-based fraud detection systems, automate transaction monitoring, and streamline suspicious activity reporting. Establish clear protocols for fraud investigation and resolution.
Non-Deterministic:
Dynamically adjust fraud detection parameters and modify investigation workflows, supporting human-in-the-loop analysis for complex cases where pre-defined rules are insufficient, while gathering insights to eventually enable autonomous adaptation to new fraud schemes.
Wealth Management and Advisory Services
Deterministic:
Automate portfolio rebalancing, streamline client reporting, and provide rules-based investment recommendations. Implement structured workflows for client onboarding and account management.
Non-Deterministic:
Dynamically adjust investment strategies and modify advisory processes based on real-time market conditions and individual client needs, while accumulating knowledge to enable autonomous personalized financial advice.
Digital Banking and Customer Experience
Deterministic:
Automate digital banking processes, provide self-service portals for common transactions, and implement omnichannel communication workflows. Ensure consistent user experiences across different banking platforms.
Non-Deterministic:
Modify customer interaction flows and service offerings, supporting human-in-the-loop handling of complex inquiries where pre-programmed responses fail, while building intelligence to eventually enable autonomous, personalized banking experiences.
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