Banking, Finance & Insurance Agentic AI Use Cases
The Challenge in Financial Services
The financial services industry is under immense pressure to improve operational efficiency, regulatory compliance, and customer experience. Manual processes like document uploads, KYC due diligence, fraud management, and underwriting are time-consuming and increase the risk of errors.
PwC reports that nearly half of financial institutions cite document handling and compliance as the leading causes of operational delays and errors. While effective, most fraud detection systems are slow to adapt to new threats and often overwhelm analysts with false positives.
Benefits of using Agentic AI
With agentic AI, the next generation of intelligence in banking and finance operations can be automated using the right context. Smart agents can read contracts, invoices, claims, and policy documents with high accuracy—extracting data, validating it, and ensuring compliance with internal and regulatory rules. In detecting any fraud, these agents keep track of the pattern of transactions in real-time and adapt to emerging threats. They also initiate proactive investigations with transparent audit trails.
AI Agents streamline onboarding and compliance by completely automating KYC and AML verification. They fetch data through various channels, verify identities and cut down turnaround time by more than 60%. Intelligent underwriting agents evaluate the applications using behavioral and historical financial trends to enhance the precision of the approvals minimizing human bias.
These systems also have the capability to rebalance portfolios of investors in real time to provide the highest returns based on the individual risk profile. Financial institutions using such AI-driven systems claim to be 35% faster in workflow and annual costs reduced by 20%.
Case Studies
We take pride over the fact that we helped multiple people in their sectors. We are dedicated to helping more and more.
- A large financial services company faced challenges in managing pricing adjustments due to complex legal documents and manual data extraction. Find out how qBotica took the pain out of pricing using GenAI and Automation
- A top financial services company sought to digitally transform their organization. qBotica came to the rescue using robotic process automation and achieved 90% time & cost savings.
A Global Top 10 Investment Bank with multi-national capabilities needed a strong partner for their Global Transaction Services. Their processing time got cut by 75% and errors by 90% with the help of unattended RPA bots
Why Choose qBotica for Finance Automation Solutions?
- AI-Powered Efficiency: Streamlines processes like KYC, fraud detection, and document handling.
- Proven Expertise: Trusted partner with a track record of delivering measurable results.
- Enhanced Compliance: Reduces human errors and ensures regulatory adherence.
- Cost & Time Savings: Eliminates repetitive tasks for faster decision-making.
- Scalable Solutions: Tailored automation designed to grow with your business.
- Future-Ready Technology: Leverages agentic AI for intelligent, adaptive operations.