Banking agents, by category.
KYC, onboarding, dispute resolution and advisory agents. Select the role you want to automate inside each category.
Retail Banking
3 agentsCredit Card Service
3 agentsAlso on Microsoft Marketplace
You can also find us on Microsoft Marketplace. Open a listing to see its details and plans.
About Banking AI agents
Banking AI agents cover retail banking, credit cards and corporate banking. Customer agents handle everyday requests such as balances, transfers, card blocks, statements and disputes; assistants support relationship managers, card sales teams and banking agents; and marketing agents run campaigns built only from your approved templates.
Transactions run only after integration with your core banking or card systems and step-up authentication, and every action is logged. Access mirrors your existing entitlements, so a corporate user sees only the entities they are authorised for. Two of these agents, the retail banking agent assistant and the relationship manager assistant, are offline-ready and can run inside your own data centre.
Questions about Banking AI agents
Can a banking agent carry out real transactions?
Yes, once integrated with your core banking system and gated by step-up authentication. It can transfer funds, block cards and register beneficiaries, with a full audit trail.
Can the agents run on-premise?
Yes. Banking agents can run in your own environment, including offline deployments on open-weight models for strict data-residency rules. See private AI.
How is marketing content kept compliant?
Copy is generated only from your approved templates with mandatory disclosures, routed through your review workflow, and every asset is logged for audit.
How do we start with a banking AI agent?
Pick the agent closest to what you need and book a call. We check the fit with your systems, run a pilot on one workflow with your own data, and test the agent against real requests before it goes live. If no agent fits, we build one: see AI agents.