Industries
Agentic Excellence
for Banking Automation
Enhance Efficiency, Security, and Customer Experiences
in Banking Operations with AI Agents
A Smart Investment to Bank on for Modern Business Demands
Key Automation Areas Identified by Industry Experts
Commercial Lending
Client Management
Liquidity & Treasury
Risk and Compliance
The Future of Banking
Why Agentic Automation is a Game-Changer for Financial Services
Automating complex, repetitive tasks to save time and reduce errors.
Utilizing AI agents to make real-time, data-driven decisions.
Enhancing compliance with adaptive monitoring and reporting systems.
Providing personalized, always-on customer experiences.
Enhancing Everyday Transactions in Retail Banking
With AI agents, financial institutions can streamline routine operations efficiently, delivering faster and more reliable services.
- Automated KYC processes and fraud detection systems.
- Loan pre-approval with real-time credit scoring.
- Personalized customer notifications for account updates.
Corporate Banking Transformation
Simplify and accelerate complex corporate banking workflows with Agentic AI:
- Automated cash flow management and treasury operations.
- Risk assessments powered by intelligent agents.
- Scalable compliance monitoring tailored for enterprise clients.
Use Cases
Intelligent Agents in Action from Compliance to Customer Delight
Loan Processing Transformation
AI agents reduce loan approval times by up to 70% through automated documentation and intelligent decision-making.
Fraud Detection at Scale
Agentic workflows analyze vast datasets to identify suspicious patterns, ensuring proactive fraud prevention.
Customer Onboarding Simplified
Intelligent agents verify documents and handle account setups, reducing onboarding times significantly.
Intelligent AI-Powered Banking
Operations Heatmap
| Client management | ESG | Audit | Lending | Payments | Risk & compliance | Transaction banking | Treasury |
|---|---|---|---|---|---|---|---|
| Account servicing | ESG reporting | Audit model execution & reporting | Credit appraisal | Due diligence | KYC and client due diligence | Cash managementservices | Deal/ trade support |
| Customer onboarding | Green loans | Control assessment testing & monitoring | Default management | Payment processing & monitoring | Risk monitoring | Trade finance | Operations |
| Climate risk assessment | Internal audit | Loan processing | Risk reporting | Supply chain finance | Risk management | ||
| Loan servicing | Sale & trading | ||||||
| Origination |
Build Scalable Banking
Automation Systems with
Accelirate’s Agentic AI
Frameworks
process automation in banking and AI technologies
to create scalable solutions tailored for quick wins
and long-term value.
Our solutions include:
AI Agent Builder
We build AI agents tailored to your banking-specific tasks.
Agentic AI Frameworks
Scalable frameworks designed to adapt to evolving business needs.
AI Agent Orchestration
Seamless collaboration across multiple systems, apps and platforms.
Agentic Continuous Testing
Regular performance checks to guarantee reliability and efficiency.
Success Stories
Transformative Results in Banking Automation
Case Study:Enhanced Customer Engagement
$2.5 M
annual savings were achieved by a fintech firm that successfully implemented a Banking as a Service (BaaS) model with Accelirate’s tailored MuleSoft integration.
Learn More
Case Study:Compliance Automation Success
$1.5 M
ROI within 8 months was achieved by a leading financial institution that improved regulatory reporting accuracy through banking process automation.
Learn More
Case Study:Retail Banking Efficiency
76%
reduction in manual cheque processing times was achieved by a global bank through the implementation of robotic process automation in banking for credit scoring and document verification.
Learn MoreWhy Choose Accelirate for Banking Automation Solutions?
Identify key automation opportunities through a tailored strategy.
Build and deploy intelligent agents designed for your unique needs.
Optimize workflows with continuous support and performance monitoring.
Partner with Accelirate for Next-Gen Banking Automation
FAQs
Got Questions?
Talk to Our Experts!
process automation consulting and
services? Reach out to our automation
experts today!
Industries
Industries
Banking and Financial Services Solutions
Banks and financial services firms are under pressure to meet ever-evolving regulatory requirements, innovate faster than their competitors, improve operational efficiency and create seamless customer experiences – all while navigating a complex digital landscape.
Accelirate’s Emerging Technology Pods enable financial firms to meet these challenges and thrive in today’s digital business environment through our capabilities in fintech solutions including intelligent document processing, business intelligence, data analytics, API integrations, and intelligent automation. Our deep domain expertise and full-scale solution development approach help your business innovate with momentum.
The scope of streamlining key institutional healthcare processes goes beyond just eliminating paperwork or reducing the amount of time it takes to process, file, or store a form. By supporting your teams, bridging system gaps and assisting patients, our Emerging Technology Pods can deliver high-impact solutions for provider groups, treatment networks, and third-party revenue cycle managers.
Here’s an overview of how Accelirate’s E.T. pods can solve for common challenges faced by healthcare organizations.
Intelligent Process
Automation
A key enabler of digital transformation, RPA bots carry out the high-volume, cross-system processes that banking and financial institutions rely on, and can do so at greater capacity than human workers. For finance firms, this means improved productivity, profitability, and operational efficiency. For employees, it means improved experience, greater focus on customers, and more time to focus on high-value activities.
API-based Systems
Integration
Integrate your company’s core banking platform with third-party data networks and applications to drive greater business agility and expand access to customers. Our API integration services help financial firms meet customer expectations around managing their finances, all while enhancing customer protection and security.
Intelligent Document
Processing
Intelligent Document Processing enables end-to-end document processing automation for financial firms, streamlining critical functions such as bank form processing, credit application processing, and mortgage document processing. Compared to traditional standalone OCR solutions, IDP solutions use AI so that as the system receives larger volumes of data, it learns and improves and requires less manual intervention.
Data Analytics
Driven by robust data architecture and analytics platforms, our data intelligence solutions help financial organizations aggregate and consolidate critical operational data that can be used for modeling and predicting new market opportunities to grow bottom line.
Process Mining
Process mining opens to door to continuous optimization by giving banking organizations an in-depth, X-ray level view of the inner working of their business processes. Our mining services have enabled numerous financial services clients to unlock millions of dollars of value trapped within their transaction systems, creating leaner, more effective processes with greater visibility.
Desktop Automation
Banks and financial firms can supercharge productivity and customer satisfaction in the contact center with attended automation. These bots function as high-impact digital assistants that work in tandem with their human counterparts to help them complete tasks more effectively. RDA can help deliver a high-quality customer experience by being able to quickly pull up and collate caller data, thus improving first-call resolution rates and minimizing average call handling time.
How Emerging Technology Is Transforming Banking and Finance
Personalize Customer Experiences
Eliminate data silos and create a 360 view of each customer to deliver seamless, personalized experiences and build better customer relationships to stay relevant and competitive.
Fight Financial
Crime
In the face of increased AML and KYC regulatory scrutiny, organizations can apply automation and AI to combat fraud and improve transaction monitoring and investigation.
Increase Resource
Capacity
Augment your employees with a digital workforce to reduce burnout and enable increased capacity to manage peak processing volumes.
Boost Operational
Efficiency
Automate rote, high-volume, cross-system processes where speed, accuracy, and capacity matter most to drive greater overall operational effectiveness.