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Agentic AI for Finance & Insurance

Multimodal builds and manages secure, integrated, and tailored Gen AI automation for complex workflows in financial services. Our enterprise-grade AI Agents are trained on company data for greater precision and work together as your digital workforce.

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AI that processes information
AI that searches information
AI that makes
decisions
AI that creates company-specific reports

One Agentic AI Platform to Automate All Complex Work

AgentFlow is our secure & integrated Agentic AI platform purpose-built for finance and insurance. With AgentFlow, you can:

Make, Manage & Perform Work With Multimodal AI Agents

Orchestrate AI Agents With Human-Supervisors & Third-Party Applications

Automate All Categories of Complex Work in Finance & Insurance

AgentFlow

Multimodal AI Agents Make Your Workflows 4x Faster

Our AI Agents process documents, query databases, power chatbots, make decisions, and generate reports. They automate end-to-end workflows and self-learn to improve over time.

Unstructured AI

Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or GenAI applications.

Document AI

Trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more.

Process

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Conversational AI

Your in-house chatbot that accesses unstructured internal data to provide customer and employee support.

Database AI

Access company databases to answer queries, interpret datasets, and provide actionable insights.

Search

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Decision AI

Ingests your internal manuals and guidelines, providing accurate, data-driven decisions for loans, underwriting, claims, and more.

Decision

Report AI

Generates loan agreements, policies, messages, and other files in your company’s proprietary style while staying compliant with regulations.

Create

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How Multimodal
Transforms Your Workday

Finance experts currently spend over 6 hours a day performing low-value tasks like data entry, pre-decision research, reporting, and more. Multimodal AI Agents execute these tasks 4x faster, leaving more time for your experts to focus on strategic, high-value work.

BEFORE multimodal
20%
HIGH-VALUE TASKS
80%
low-value tasks
After multimodal
90%
HIGH-VALUE TASKS
10%
low-value tasks

Security & Data Privacy First

Flexible deployment

Our automation software is deployed on your infrastructure, either on your virtual private cloud (VPC) or on-premises.

Data security

Your data stays within your systems, ensuring user privacy and compliance with regulations, enhancing business security.

Enhanced protection

This setup safeguards your users, keeping your operations secure and compliant.

Three Reasons Why Companies Love Multimodal

Company-specific
automation

All our AI Agents are trained on company data, which makes them highly accurate, hallucination-free, and super efficient in decision-making tasks. Our open-source and explainable models provide full transparency for all decisions.

Better accuracy and efficiency

No model hallucination

Tailored to your company’s internal guidelines

Transparent decision making

Automating end-to-end
workflows

We support all parts of your workflows - from data extraction and analysis to decision making and reporting. This spares you from using multiple providers for different tasks - Multimodal AI Agents can handle complete workflows.

One-stop automation solution for complete workflows

Intelligent staff augmentation

Flexible integration with in-place systems

No
rip-&-replace

Multimodal AI Agents fully integrate with your existing software stack. This means you never have to retrain employees, buy new software, or update any existing systems to accommodate our solution.

Full integration with legacy software

Multi-workbench support

Platform-agnostic automation

Industry Recognition

Recognized and trusted by industry leaders in finance, insurance, and AI

Learn More
2025 Class
Cloud AI Accelerator 2025
Fintech 2024
Insurance & Wealth 2024
Finance & Insurance 2024
South Summit Future of Work 2024
AI Top 100 2024
NJFAST by Plug and Play 2024

Who We Serve

We automate key workflows in all leading finance and insurance domains.

Finance

Make loan origination, KYB/KYC, customer service, payments, and more 5x more efficient and error-free.

Insurance

Process claims, underwrite, answer customer queries, and file reports 5x faster and more efficiently.

How Companies Save Time and Money With Multimodal

20x faster
application approval process
Automating Mortgage Application Workflow With AI Agents
95%+
accuracy in data extraction
Automating Insurance Underwriting with Customized AI Solutions
100%
Automation of contract cancelability determination
Transforming Loan Underwriting with AI-Driven Contract Analysis
90%
Reduction in response time
Streamlining Mortgage Processing with Custom Gen AI Solutions
1 AI Agent
answering queries using natural language
Boosting Customer Satisfaction With Quick and Accurate Responses
"Nobody is doing what we’re doing with Multimodal, not even close."
Jim Beech
CEO @ Direct Mortgage Corp.
“Working with you guys has been amazing. We don't have to guess as much what customers are searching for because we have an AI piece to it as well.”
Remington Rawlings
Founder @ OneView
"Our lending team can now focus on value-added decisions rather than paperwork, and we’re positioned to scale loan processing without adding headcount."
Chris Ferguson
Senior VP, Consumer Lending @ FORUM Credit Union

Pre-Built AI Workflows
for Credit Unions, Banks, and Private Equity

Multimodal turns your institution's complex workflows into AI playbooks that process your documents, do triage and decisioning, and deliver examination-ready output, every time.

Book a Proof-of-Concept
Mortgage Loan Analysis
CIM Screening and Triage
KYC KYB Screening
Agricultural Loan Origination

Trusted by leading financial services institutions

Your best analysts are retiring,
your loan volume isn't

Decades of expertise, walking out the door

Your most experienced analysts know every edge case, every examiner preference, every exception worth making. When they retire, that knowledge leaves with them.

More files, same team,
no relief

Loan volume is up. Your operations budget isn't. Every manual review is a bottleneck your competitors have already solved.

Examiners expect consistency you can't guarantee

Different analysts, different days, different decisions. When the examiner asks why two identical files got different outcomes, "it depends who reviewed it" isn't an answer.

From borrower financials to an examiner-ready credit memo in minutes

Choose from 100+ pre-built playbooks, or describe your process and we'll configure one in days. Here's one in action.

Upload financial documents

Quarterly fund data aggregated, LP letter sections drafted, and a complete update GP-ready, before the reporting window closes or your IR team starts writing from scratch.

Financials are spread and policies applied

DSCR, LTV, leverage ratios, and cash flow are normalized across periods. Your institution's credit policies and risk thresholds are applied to all data.

Get an examiner-ready credit memo

Full decision rationale, audit trail, and policy citations, ready for the loan committee. Every conclusion is traced back to its source document.

80%
reduction in credit memo prep time
15 min
from upload to committee-ready output
100%
audit trail on every decision

Purpose-built for your institution

One platform, multiple playbooks, each one configured to your policies and compliance requirements.

50+ integrations. Live in weeks.

From core banking to document management, Multimodal integrates with your existing infrastructure

Built for the standards financial services are held to

Full traceability on every decision. Complete data sovereignty. Human oversight at every step.

SOC 2 Type II

PCI DSS

ISO 27001

Complete Audit Trail

Model-Agnostic

Explainable AI

SSO & RBAC

Private Deployments

Human-in-the-Loop

"In just 90 days, Multimodal automated over 300 daily payment orders and forms, reducing processing time by 75% and tripling capacity — all without changing existing systems."

Ronny Baumgart
Head of Automation, Swisscom

"Our lending team can now focus on value-added decisions rather than paperwork, and we're positioned to scale loan processing without adding headcount."

Chris Ferguson
SVP Consumer Lending, Forum Credit Union

"Nobody is doing what we're doing with Multimodal — not even close."

Jim Beech
CEO, Direct Mortgage Corp.

See what Multimodal does with your actual documents

Book a 30-minute proof-of-concept. We'll configure a playbook for your workflow, run your actual documents live, and show you production-ready output, not a slide deck.