Agentic Automation for Financial Services

Meet your regulatory & compliance obligations 50% faster and with 30% better accuracy.

Why Agentic AI?

We boost your productivity with agentic ai apps & orchestration.

Agentic AI surpasses traditional GenAI by autonomously managing repetitive and data-heavy tasks, empowering financial institutions to streamline workflows, strengthen compliance, and enhance decision-making, fundamentally reshaping how financial services operate and engage customers.

<5
Week average time to value for pre-built apps.
10+
Agentic AI apps live-in pilot across enterprises

Purpose-Built Agentic AI Apps for Financial Services

Simplify complex workflows, reduce risks, and enhance operational speed across critical processes.

Streamlining Audit & Compliance

Situation: Errors in documents frequently cause audit failures and regulatory breaches.

The SyncIQ Solution

Ensures loan agreements strictly adhere to RBI norms.
Prevents portfolio exposure breaches proactively.
Detects fraudulent applications promptly.

Impact: Compliance violations reduced by over 50%.

Simplifying Document Preparation

Situation:  Manual document handling causes high costs, delays, and frequent errors.

The SyncIQ Solution

Automates drafting of contracts, reports, and filings.
Standardizes and streamlines documentation consistency.
Minimizes filing errors significantly.

Impact: Document preparation time reduced by 60%

Faster Financial Data Processing

Situation: Slow manual entry of borrower data results in incomplete risk profiles.

The SyncIQ Solution

Automates data entry from borrower documents.
Completes risk profiling accurately and efficiently.
Eliminates manual reconciliation errors.

Impact: Financial data ingestion speed improved by 90%.

Purpose-Built Agentic AI Apps for Financial Services

Simplify complex workflows, reduce risks, and enhance operational speed across critical processes.

Streamlining Audit & Compliance

Situation: Errors in documents cause audit failures and regulatory breaches.

The SyncIQ Solution

Ensures loan agreements strictly adhere to RBI norms.
Prevents portfolio exposure breaches proactively.
Detects fraudulent applications promptly.

Impact: Compliance violations reduced by over 50%.

Simplifying Document Preparation

Situation:  Manual drafting causes high costs, delays, and frequent errors.

The SyncIQ Solution

Automates drafting of contracts, reports, and filings.
Standardizes and streamlines documentation consistency.
Minimizes filing errors significantly.

Impact: Document preparation time reduced by 60%

Faster Financial Data Processing

Situation: Slow manual entry of borrower data results in incomplete risk profiles.

The SyncIQ Solution

Automates data entry from borrower documents.
Completes risk profiling accurately and efficiently.
Eliminates manual reconciliation errors.

Impact: Financial data ingestion speed improved by 90%.

Regulatory Response Optimization

Situation: Delayed responses to regulators can cause inconsistency, confusion, and legal risks.

The SyncIQ Solution

Drafts detailed, evidence-backed regulatory responses quickly.
Ensures explanations to RBI/SEBI remain consistent.
Reduces legal review bottlenecks significantly.

Impact: Regulatory response times reduced by 50%.

Built With Business Value In Mind

A framework that’s as flexible as it is robust, ensuring longevity and adaptability

Easily extensible AI orchestration with SyncIQ.ai, allowing quick configuration of new worker agents for business adaptability

Domain Driven-AI Agents

We partner with subject matter experts to build high-impact AI agents tailored to real-world challenges.

Cost-efficient AI agent configuration in SyncIQ.ai, reducing operational costs with smaller, specialized agents

Unified Platform Experience

Manage apps, data, workflows, agents, and insights in one seamless environment.

SyncIQ.ai’s scalable and secure AI platform supporting deployment across AWS and cloud ecosystems

No-Code & Easy-to-Use Platform

Empower your teams to configure and deploy powerful AI Agents effortlessly, without coding.

Easily extensible AI orchestration with SyncIQ.ai, allowing quick configuration of new worker agents for business adaptability

Multi-Agent Architecture

Leverage specialized AI agents working collaboratively to maximize accuracy, minimize errors, and effortlessly scale or adapt to your evolving business requirements.

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Phone - Elements Webflow Library - BRIX Templates

Mobile app

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Desktop - Elements Webflow Library - BRIX Templates

Desktop app

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Users - Elements Webflow Library - BRIX Templates

Multiple users

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Gear - Elements Webflow Library - BRIX Templates

Integrations

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Reports - Elements Webflow Library - BRIX Templates

Monthly reports

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Granular permissions

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Everything You Need to Automate with Confidence [Placeholder]

Our platform is equipped with powerful features that make building, deploying, and managing intelligent agents simple and intuitive. [Placeholder]

Use Case 01

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Situation

Small business owners struggled with complex loan application processes and slow approvals.

Complication

Legacy underwriting systems required manual intervention, delaying funding and creating friction for entrepreneurs.

Solution

A conversational AI loan agent was introduced that pre-qualified borrowers, scanned financial docs using OCR, and triggered automated approvals based on predictive risk scores.

$

2

M+

Value Unlocked
1000

+

Manual Hours Saved
70

%

Reduction in Turnaround Time

Use Case 02

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Situation

Small business owners struggled with complex loan application processes and slow approvals.

Complication

Legacy underwriting systems required manual intervention, delaying funding and creating friction for entrepreneurs.

Solution

A conversational AI loan agent was introduced that pre-qualified borrowers, scanned financial docs using OCR, and triggered automated approvals based on predictive risk scores.

$

2

M+

Value Unlocked
1000

+

Manual Hours Saved
70

%

Reduction in Turnaround Time

Use Case 03

[Placeholder]

Situation

Small business owners struggled with complex loan application processes and slow approvals.

Complication

Legacy underwriting systems required manual intervention, delaying funding and creating friction for entrepreneurs.

Solution

A conversational AI loan agent was introduced that pre-qualified borrowers, scanned financial docs using OCR, and triggered automated approvals based on predictive risk scores.
25

%

Improvement in Underwriting Accuracy
2

x

Increase in SME Loan Disbursements
99

%

Faster Loan Approval
Times

Ready to experience the future of business transformation?

Contact us to schedule a demo today.

50%+
Time Savings
>70%
Compliance Accuracy
60%+
Faster Data Ingestion

Contact us to schedule your demo today.