Autonomous AI Agents for Financial Services
that work for you
From automating workflows to creating autonomous AI agents
Maximizing efficiency made easy
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More than 54% of banks have already implemented generative AI solutions, and this is just the beginning!
High investment in process review, simplification and automation.
Application of analytical intelligence for business generation and advanced personalization.
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Accelerate time to market with one of the lowest TCO on the market, improve team efficiency and customer experience by orchestrating complex financial flows
with Pipefy’s autonomous AI agents.
Source: Forrester – Pipefy Total Economic Impact.
Use cases
Financing
Connect data sources into a robust decision support engine.
Loans
Simplify loan applications while adhering to regulatory requirements with AI Agents for data collection and analysis.
Credit
Get real-time insights for faster loan approvals with better risk management.
Onboarding
Automate KYC workflows to quickly collect and validate information, freeing teams to focus on what really matters, the customer experience.
Compliance
Enable compliance teams to easily adjust workflows in response to changing regulations while keeping processes up to date.
From automating workflows to creating autonomous AI agents
Intake Agent
David
Automates client interactions for data collection, credit simulations and real-time support.
- Collects initial customer data through personalized chatbots.
- Performs credit simulations based on customer profiles.
- Suports payment renegotiations and updates customer financial data.
Compliance Verification Agent
Susan
Automates real-time document validation to ensure regulatory compliance and risk prevention.
- Collects initial customer data through personalized chatbots.
- Performs credit simulations based on customer profiles.
- Suports payment renegotiations and updates customer financial data.
Credit Risk Assessment Agent
Jessica
Automates financial data analysis, collateral validation and identification of credit risk.
- Analyzes customer creditworthiness using financial data.
- Validates collateral through Open Banking connections.
- Detects fraudulent or inconsistent information in documents.
Contract & Disbursement Agent
Emily
Automates contract creation and secures the release of funds after validation of terms.
- Generates loan contracts automactilly.
- Ensures secure fund disbursement post-validation.
- Monitors compliance with contract terms and conditions.
Shared Services
James
Financial
Reimbursement
Requests
Robert
IT
Permissions/Acesss, Equipment, Software
Sarah
Procurement
PO inssuance, Quotations comparison
ROI of up to 260%
50% faster deployments
Reduce manual tasks by 40% to 90% with AI Agents
Approved by major market players
Pipefy is recognized as the industry leader
What else can you have?
At Pipefy, you have shared services: automate HR, purchasing and finance processes to eliminate bottlenecks.
Keep track of metrics and internal customer satisfaction by simplifying purchase orders, supplier integration and HR requests.
This reduces IT security overhead, as Pipefy offers governance tools and action history, ensuring the necessary control for maintenance while allowing the agile implementation of new processes, without bureaucracy.
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