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AI Agents for Financial Services

Linkedin Public Group

Coordinator

niv-bakshi
Niv Bakshi

High school student & Community leader

Contributing Members

Member Publications

Banking on Autonomy: Why Custom AI Orchestration is the New Standard for Financial Services
Banking on Autonomy: Why Custom AI Orchestration is the New Standard for Financial Services
Contributing Members
lalit-bakshi

Lalit Bakshi

Co-founder and President

The Art of the Possible in Financial Services

Relationship Manager (RM) Agent
The Relationship Manager Agent is a Generative AI solution built to re-engage dormant customers and strengthen loyalty. By integrating directly with CRM systems, it analyzes customer data, identifies inactive accounts, and triggers personalized outreach campaigns. This includes sending timely greetings on birthdays, anniversaries, and special events, making every interaction feel tailored and thoughtful. Managers gain the ability to reestablish meaningful client connections without overburdening relationship teams. The agent automates routine communication, saving valuable time while ensuring no opportunity is overlooked. Its multi-channel reach through WhatsApp, email, and web platforms further enhances engagement efficiency. With up to a 20% increase in reactivation rates and a 30% reduction in cost per lead reactivation, this solution proves its tangible business value. For financial institutions, it transforms dormant accounts into active, revenue-generating relationships while reinforcing customer trust. The RM Agent is not just automation; it is an intelligent partner in building stronger financial relationships.
Agentic Customer Support Agent
The Agentic Customer Support Assistant empowers financial institutions to provide real-time, round-the-clock customer service. Designed to handle queries related to banking procedures, product details, and application statuses, it ensures customers receive instant answers without waiting in queues. This not only reduces the load on call centers but also enhances customer satisfaction through seamless self-service across WhatsApp, web chat, and mobile apps. Managers can rely on its ability to improve efficiency while maintaining high service quality. With context-aware responses, the assistant ensures accuracy and relevance, even when handling complex transactions. Escalation protocols further guarantee that sensitive issues are handed off to human agents when necessary, balancing automation with a human touch. Organizations adopting this solution report up to 80% faster response times and a 40% improvement in customer experience. By integrating this assistant, financial firms can modernize support operations, cut costs, and build lasting customer loyalty in highly competitive markets.
Compliance Agent
The Compliance Agent is a generative AI-powered assistant tailored to one of finance’s most critical areas: regulatory adherence. Constantly updated with the latest laws, policies, and standards, it automates compliance monitoring, offers real-time alerts, and generates detailed risk assessment reports. Managers benefit from the assurance that their organizations remain ahead of evolving regulations while reducing costly penalties. The solution minimizes manual compliance work, freeing officers to focus on high-value strategic tasks. By integrating with compliance frameworks, it standardizes processes and improves audit readiness. A notable advantage is the reduction of non-compliance penalties by up to 50%, making it not just a safeguard but also a cost-saving investment. Challenges such as interpreting complex policies are mitigated through AI-driven insights and automated updates. In an industry where regulatory scrutiny is constant, the Compliance Agent offers institutions a proactive shield, reinforcing both trust and resilience in operations.
Sales Assistant Agent
The Sales Assistant is an AI-powered companion that boosts productivity and efficiency for financial sales teams. By integrating with product portfolios and CRM systems, it provides personalized recommendations, real-time insights, and instant access to financial documents. This ensures sales representatives can deliver highly tailored pitches that resonate with customer needs. Managers can expect improved conversion rates as agents spend less time researching and more time engaging with clients. Equipped with recommendation engines and document search tools, the assistant empowers teams to anticipate client preferences and position the most relevant products. Its ability to adapt to evolving customer behavior ensures long-term relevance and effectiveness. Beyond increased sales performance, the assistant enforces compliance and data security standards, safeguarding sensitive financial information. For organizations looking to maximize sales productivity while enhancing customer trust, the Sales Assistant represents a strategic investment in data-driven, relationship-oriented growth.
Document Verification & Analyzer
The Document Verification & Analyzer agent automates one of the most labor-intensive financial processes: document handling. By applying advanced AI to invoices, forms, and financial records, it extracts key data, validates accuracy, and drastically reduces manual verification time. Managers benefit from faster processing cycles, reduced errors, and higher operational efficiency. The solution supports multiple formats, ensuring seamless integration across diverse financial systems. Real-time processing capabilities allow organizations to accelerate approvals and payments, enhancing customer and vendor satisfaction. With up to an 80% reduction in invoice processing time, this tool delivers measurable improvements in productivity and cost savings. Security remains a central feature, ensuring sensitive data is protected while streamlining workflows. By replacing manual intervention with intelligent automation, the Document Verification & Analyzer positions financial institutions for speed, compliance, and scalability by strengthening their competitive edge in a fast-moving digital economy.
Post and Live Call Analytics Agent
The Post and Live Call Analytics Agent turns raw customer conversations into actionable insights. It categorizes calls, identifies sentiment, generates summaries, and benchmarks agent performance against key KPIs. For managers, this translates into powerful tools for training, performance improvement, and enhanced customer engagement. The solution provides real-time detection of customer frustrations and proactive opportunities for resolution, boosting satisfaction and loyalty. Automating call categorization and sentiment analysis significantly reduces manual review efforts, leading to operational efficiency and cost savings. With proven results such as a 40% improvement in agent performance and a 20% reduction in churn, the value is undeniable. Challenges like handling diverse accents and industry jargon are addressed through continuous model training. For financial institutions focused on customer experience, the Post and Live Call Analytics Agent delivers a competitive advantage by ensuring every customer interaction becomes a source of learning, growth, and stronger relationships.
Onboarding Agent
The Onboarding Agent redefines how financial organizations bring in new customers, vendors, and partners. Automating data collection, document verification, and compliance checks eliminates bottlenecks traditionally associated with onboarding. Customers experience a seamless, guided process across WhatsApp, email, and web platforms, while managers benefit from reduced operational costs and faster turnaround times. This AI solution ensures accuracy in verification, compliance adherence, and real-time updates to keep stakeholders informed at every step. With organizations reporting up to 50% reduction in onboarding time and costs, the business case is compelling. The agent also strengthens customer trust by providing clarity and support during the critical first stages of engagement. For institutions aiming to scale quickly while maintaining compliance, the Onboarding Agent is a transformative tool that simplifies complexity and creates smooth, customer-friendly experiences.
Customer Personalized Rewards Optimization Agent
The Rewards Optimization Agent leverages data analytics to transform traditional loyalty programs into highly personalized engagement systems. By analyzing customer transactions, spending behaviors, and product usage, it tailors reward offerings to maximize relevance and value. Managers benefit from higher redemption rates, stronger engagement scores, and lower program costs. Customers, in turn, receive offers aligned with their real interests, creating a deeper sense of loyalty. The agent enables segmentation dashboards, optimization engines, and campaign performance tracking to provide organizations with a complete view of effectiveness. Institutions adopting this solution report up to a 35% increase in reward redemption and 25% better engagement scores. It also opens opportunities for cross-selling, with 40% higher conversion rates. By moving beyond one-size-fits-all approaches, this agent turns loyalty programs into powerful business growth engines, ensuring that reward initiatives drive both customer delight and long-term profitability.
Claims Analytics Accelerating agent
The Claims Analytics Accelerator streamlines insurance claims management by providing real-time insights into processing, fraud detection, and settlement optimization. Analyzing historical claims data and identifying risk patterns helps institutions settle claims faster, more accurately, and at lower cost. Managers benefit from reduced fraud incidence by as much as 25% and improved accuracy in settlement decisions. The solution also decreases claims processing time by up to 50%, freeing resources for higher-value activities. Its scalable cloud architecture ensures seamless integration into existing workflows, making it easy to adopt and expand. Regulatory compliance complexities are simplified through automated checks, reducing exposure to penalties. For insurers and financial leaders, the Claims Analytics Accelerator not only reduces costs but also enhances customer trust by providing fair and timely resolutions. It represents a strategic leap toward smarter, more transparent, and customer-centric claims management.
1-Click Disaster Recovery (DR) Agent
The 1-Click Disaster Recovery Agent is a cloud-native solution designed for financial institutions where downtime can be catastrophic. It automates failover, DR drills, and switchback processes across multi-account systems, ensuring business continuity even in highly regulated environments. Managers benefit from minimized downtime, rapid recovery times, and full compliance with industry mandates. The agent enables frequent automated drills without disrupting live transactions, a capability that significantly improves readiness. Institutions adopting this solution report up to 90% improvement in operational efficiency during recovery processes. By synchronizing transactional data and orchestrating complex DR workflows, it reduces financial and reputational risks. Challenges such as cross-border compliance and real-time synchronization are managed through robust automation. For organizations where every second of downtime counts, the 1-Click DR Agent provides peace of mind and a strong safeguard, ensuring resilience against unexpected disruptions.

Curated Resources

Get up to speed on AI in Financial Services with these trusted resources.
Article

Google: What is artificial intelligence (AI) in finance?

Artificial intelligence (AI) in finance helps drive insights for data analytics, performance measurement, predictions and forecasting, real-time calculations, customer servicing, intelligent data retrieval, and more.
Service

Deloitte: How Artificial Intelligence is Transforming the Financial Services Industry

The Financial Services Industry has entered the AI phase of the digital marathon, a journey that started with the advent of the internet.
Article

Brevity: AI in Finance – benefits, use cases and trends

Artificial Intelligence (AI) is transforming finance industry by helping companies work faster, serve customers better, and make smarter decisions.
Financial Services

Infosys: The role of AI in capital markets

Even before the Covid-19 pandemic hit, investors limited their portfolios to well-established companies and stock corporations.
Article

Analytics: Generative AI’s Transformative Impact on Capital Markets

In an era of rapid technological advancement, the capital markets industry stands on the brink of a profound transformation.

AI in Finance: Top Video Picks

Corporate Finance Explained
Artificial Intelligence (AI) is rapidly reshaping corporate finance, moving beyond simple automation to become a powerful strategic partner.
top-genai-finance-examples
Are you prepared for the Generative AI revolution in the financial industry?
Why you MUST lean into AI in Capital Markets Today
This conversation exploring how AI is reshaping trading technology, the rise of agentic models, and why collaboration—not competition—is driving the next wave of innovation.
AI in Capital Markets-Survival of the Fastest
AI in Capital Markets- Survival of the Fastest
The Evolution of AI in Capital Markets
Toby Babb sits down with Theo Bell, Head of AI Product at Rimes, for a dynamic conversation that explores the practical realities of AI in capital markets.

Community Members

bob-rosetta
Bob Rosetta
Citi - Managing Director, Global Head of Resource Management Organization/Chief Procurerment Officer

A proven global transformation leader, Bob delivers business and operational value across technology, human capital, supply chain management, ESG, and financial disciplines. With expertise spanning strategic sourcing, procurement, accounts payable, and third-party management, Bob mobilizes global teams in complex business environments to create sustainable change. Known as an authentic leader, team builder, and talent developer, Bob consistently drives measurable results.

With extensive experience in leading supply chains and workforce optimization initiatives in the financial services and telecom sectors, Bob has a strong passion for maximizing talent and enabling organizations to achieve exceptional success. A deep understanding of the global impact of emerging technologies allows Bob to foster best practices and operational excellence across teams worldwide.

Core Competencies: Operations and Technology, Strategic Sourcing and Procurement, Workforce Optimization, Large-Scale Transformations, Team Building and Leadership, Staff Training, Contract Negotiations, Budgeting and Forecasting, Client and Vendor Relationships, Corporate Reorganizations, Corporate Governance, Systems Integration, Risk Management, Application Development, and Process Improvement.

prashanth-h-southekal
Prashanth H Southekal
Founder-DBPI & D2A2

I'm a D2A2 (Digital, Data, Analytics and AI) Consultant, Educator and Evangelist

I help organizations unlock business value from data and analytics now supercharged with AI. As a consultant, educator, and thought leader, I guide companies to harness data, analytics and AI responsibly, ensuring better decisions, greater efficiency, and a culture ready for tomorrow’s challenges.

I've advised 100+ organizations including P&G, GE, SAP, Shell, Apple & Whirlpool on D2A2. I'm the author of 3 D2A2 books — "Data Quality","Analytics Best Practices” & “Data for Business Performance” & 7500+ copies are sold worldwide. I write regularly on D2A2 in Forbes, SAP Insider & CFO.University. My 2nd book, ANALYTICS BEST PRACTICES was ranked the #1 analytics book in May 2022 by BookAuthority.

I've trained over 4500 professionals worldwide in Data, Analytics, & AI. I'm a keynote speaker in top conferences & an award-winning Professor at IE Business School (ES).

I've a PhD from ESC Lille (FR), MBA from Kellogg School of Management (US) & an ICD.D from Rotman School of Management (CA). I live in Calgary & Madrid with my wife, two children & a high-energy Goldendoodle dog. Outside work, I love racquet sports, juggling & cricket.

Frequently Asked Questions

What is the purpose of this community? What is the purpose of this community?

The purpose of this community is to bring together professionals, researchers, and leaders who are exploring how AI or specifically, Agentic AI can transform the finance function. Members share knowledge, best practices, and real-world applications to help one another understand and adopt AI-driven solutions.

What are the community guidelines and code of conduct? What are the community guidelines and code of conduct?

All submissions to this community - whether articles, videos, event proposals, or award nominations - are reviewed by moderators before being published. To help us maintain a professional and useful resource for members, please follow these guidelines:

  • Keep content focused on AI agents and their applications in your industry.
  • Ensure your submissions are accurate, fact-based, and well-sourced.
  • Promotional content is welcome only if it provides clear educational or practical value.
  • Respect confidentiality and avoid sharing proprietary or sensitive information without permission.

Our moderation team reserves the right to edit or decline submissions that do not meet these standards.

How do I participate in the community? How do I participate in the community?

Participation is simple: members contribute by submitting content that adds value to the community. You can:

  • Submit articles or whitepapers that highlight use cases of AI agents in your industry.
  • Share videos, research, or presentations that showcase insights, case studies, or practical applications.
  • Nominate yourself or your organization for industry awards.
  • Propose events or webinars that would be useful to fellow members.

All submissions are reviewed by moderators to ensure they are relevant, accurate, and aligned with the community’s focus on AI-driven innovation. Approved content is then published and shared with the wider membership.

How can I join or host community events? How can I join or host community events?

We host webinars, virtual meetups, and roundtables that explore AI applications across industries.

  • To attend, register through the Events page or via invitations sent to members.
  • To propose hosting an event, submit your topic and details to the moderators for review.
  • Event recordings are made available to members after the session.

How do I send nomination for an industry award? How do I send nomination for an industry award?

  • The nominee’s name (individual or organization).
  • A description of their project or contribution.
  • The impact achieved using AI agents.

Self-nominations are welcome.

How are award winners selected? How are award winners selected?

Award winners are chosen through a two-step process:

  • Expert Review - A panel of industry specialists evaluates all submissions against criteria such as innovation, measurable outcomes, scalability, and ethical AI practices.
  • Community Recognition - Shortlisted entries are highlighted for members, giving the broader community a voice in the final outcome.

This ensures winners reflect both expert judgment and industry-wide relevance.

What should I do if I run into technical issues? What should I do if I run into technical issues?

If you have trouble accessing content, submitting materials, or registering for an event, please try standard fixes such as clearing your browser cache or switching to a different browser. If the issue continues, contact us for assistance.

How can I contact support or moderators? How can I contact support or moderators?

If your question is not answered here please use the Support/Contact email below. Our team will respond during standard business hours.
niv@ai4outcome.com
join-the-conversation

Join the Conversation

Thank you for visiting our page! AI4Outcome community is built on shared learning and open dialogue. Join the conversation by sharing your perspectives, success stories, or challenges as we explore how AI is shaping real-world outcomes. Your voice matters, as do your innovations – which we recognize through our annual AI4Outcome Awards, now open for nominations. To engage or contribute, write to niv@ai4outcome.com