⚙️ Product Platform

Agentic AI Workbench
Build Agents. Get Work Done.

A visual, no-code platform to build multi-step AI agent workflows for lending, credit, and compliance – with native CBS integrations and human-in-the-loop approval gates at every critical decision point.

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The Challenge

Banking Workflows are
Too Complex for Simple Bots

Simple chatbots can answer FAQs. But real banking work, loan origination, credit appraisal, document verification, compliance review — requires multi-step reasoning, data from multiple systems, and human judgment at critical junctures.

The Agentic AI Workbench was designed specifically for this complexity. It lets your operations and technology teams build intelligent workflows that can retrieve data, analyse documents, apply policy rules, and surface decisions — with your team staying in control throughout.

✅ The Workbench Approach

Agents That Actually Work

  • Visual Workflow Builder
    Drag-and-drop agent design with pre-built banking action blocks — document fetch, bureau query, policy check, notification, approval gate.
  • No-Code Agent Creator
    Non-technical banking staff can configure agents using natural language instructions and visual flow diagrams. No Python required.
  • Human-in-the-Loop Approvals
    Every critical decision — sanction, rejection, large transaction — routes through a configurable human approval gate with full context.
  • Full Audit & Replay Logs
    Every agent action, data accessed, decision taken, and user approval is logged — creating an immutable audit trail for regulators.
🏭 Pre-Built Agent Templates

Deploy in Days , Not Months

30+ pre-built agent workflow templates for common banking use cases – customise and go live without starting from scratch.

Loan Application Agent
Loan Application Agent

Collects documents, runs bureau checks, verifies KYC, and prepares a structured application summary for the credit team.

Credit Appraisal Agent
Credit Appraisal Agent

Analyses financial statements, calculates key ratios, applies credit policy rules, and drafts a preliminary CAM.

Compliance Review Agent
Compliance Review Agent

Reviews loan files against the latest RBI/NHB directions, flags deviations, and generates a compliance sign-off checklist.

Collections Workflow Agent
Collections Workflow Agent

Identifies NPA-risk accounts, schedules outreach, tracks promises-to-pay, and escalates based on predefined recovery rules.

KYC Verification Agent
KYC Verification Agent

Validates Aadhaar, PAN, bank statements, and photographs against UIDAI, NSDL, and Account Aggregator sources.

MIS Report Agent
MIS Report Agent

Fetches data from CBS and LOS, applies transformations, and delivers scheduled reports to stakeholder inboxes automatically.

Enterprise Security Architecture

Secure Local LLM Inference

All AI reasoning happens within your network perimeter. Customer data never reaches external LLM APIs.

Permission-Aware Agents

Agents only access data and systems they’re explicitly authorized for – mirroring your org’s access control matrix.

Custom Tool Integrations

Connect to any internal or external system via REST APIs, SOAP, or native database connectors.

Immutable Audit Logs

Every agent action creates a tamper-proof log entry – essential for RBI inspection and internal audit requirements.

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Pre-built Templates
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System Connectors
Lines of Code Required
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On-Premise Option

Build Your First Banking Agent

Get a live Workbench demo – we’ll build a working agent for one of your actual workflows during the session.

Book a Demo