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CyberTech

AI Agent in banking

AI Banking Agent

Deploying AI Agent applications in sales and supporting business process management: automating processes, improving work efficiency and enhancing customer experience in banking.

金融 & デジタルID
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主な機能

  • Q&A and internal process guidance

    AI quickly answers questions about business processes, forms and policies.

  • Direct Core Bank and ERP connection

    Retrieves transaction data, loan records and balances and handles business requests in real-time conversations.

  • Reading banking documents

    AI reads and extracts content from internal processes and product policies to answer accurately.

  • Automatic data updates

    Proactively fetches the latest exchange and interest rates and sends automatic notifications.

  • Business analytics from ERP

    Automatically compiles revenue and profit reports by period and recommends business adjustments.

Benefits of AI Agent in banking

  • Speeds up work processing
  • Reduces the load on support teams
  • Improves employee and customer experience
  • Provides real-time intelligent analytics and reporting

AI Agents not only help reduce costs and increase revenue but also contribute to the modernization of banks in the digital transformation era.

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