AI that processes information
Automate Finance Processes With AI Agents
Multimodal helps financial organizations like banks, credit unions, credit rating agencies, payment companies & investment institutions configure, orchestrate, and deploy AI Agents for end-to-end automation.
80%
Workflow Automation
4x
Faster Turnaround Time
80%
Decrease in Operational Cost
15%
Bottom-Line Revenue Growth
AI that searches information
AI that makes decisions
AI that creates company-specific reports
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
Reimagine Finance With Agentic AI
Retail Banking
Customer onboarding, credit underwriting, KYB/KYC, fraud detection, personalized banking, and more.
Learn MoreCommercial Banking
Trade finance, cash management, corporate lending, risk management, and more.
Learn MoreFinancial Services
Algorithmic trading, research and analysis, client relationship management, regulatory compliance, and more.
Learn MoreCredit Unions
Member eligibility verification, online banking, account management, loan processing and underwriting, and more.
Learn MorePayments
Real-time fraud detection, personalized rewards disbursement, dispute resolution, credit limit adjustment, and more.
Learn MoreCredit Rating Agencies
Rating dissemination, data collection and analysis, sentiment analysis, continuous model monitoring, and more.
Learn MoreManual Finance Processes Have Significant Costs
>25%
Large banking teams’ time spent on administrative tasks.
20%/year
Customer churn for banks due to a frustrating experience brought on by manual processes.
70%
Finance professionals who make decisions based on incorrect data because of human error.
41%
Percentage of finance teams that fix errors manually.
24 months
Time it takes for a human employee to become fully productive in complex jobs.
How Our AI Agents Automate Finance Workflows
Our AI Agents can process information, search documents and databases, make decisions and create compliant reports and memos. Our AgentFlow platform helps you configure, deploy, manage, and orchestrate these AI Agents with your human supervisors and third-party systems.
AgentFlow
Automating All Categories of Financial Work
Unstructured AI
Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or GenAI applications.
ProcessDocument AI
Trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more.
ProcessConversational AI
Your in-house chatbot that accesses unstructured internal data to provide customer and employee support.
SearchDatabase AI
Access company databases to answer queries, interpret datasets, and provide actionable insights.
SearchDecision AI
Ingests your internal manuals and guidelines, providing accurate, data-driven decisions for loans, underwriting, claims, and more.
DecideReport AI
Generates loan agreements, policies, messages, and other files in your company’s proprietary style while staying compliant with regulations.
Create
How We Help Finance Teams Excel
80%
Client workflow automation
4x
Faster turnaround time
80%
Decrease in Operational Cost
15%
Bottom-Line Revenue Growth
Increase customer retention
Our AI agents improve customer experiences across the funnel, increasing average spending.
Streamline complex processes
Free-up your teams by automating tasks such as KYC/KYB and AML checks and loan origination.
Explainable credit decisions
Track every step of the credit process, providing clear audit trails and ensuring full regulatory compliance.
10x faster fraud detection
Intelligently assess and prioritize fraud signals, triaging resources and accelerating resolution times.
Accelerate Research and Analysis
Generate market insights, investment recommendations, and due diligence reports at scale, empowering analysts and advisors.
Efficient trade finance
Automate letters of credit, bills of lading and compliance checks, accelerating trade finance transactions.
Leave no questions unanswered
How long does it take for you to build a fine-tuned automation solution?
It takes us about 4-6 weeks to develop a POC for your specific use case and about 3 months to develop a complete solution. These timelines will vary depending on the complexity of your use case and the nature of your enterprise data. Book a demo to get a more accurate estimate of our timeline.
Do you use robotic process automation?
We do not use robotic process automation. Instead, we build Generative AI Agents and configure them on your enterprise data. RPA is too rules-based and rigid, which makes it unfit for complex workflows like underwriting and policy management in insurance. Gen AI, on the other hand, is flexible, intelligent, and learns continuously.
What are AI Agents?
Multimodal's AI Agents are a series of LLMs that learn, think, and act, each with a unique capability such as document processing, database querying, content generation, decision making, and conversation. We configure these before deploying them as APIs into various parts of your workflow, and they work together to automate it end-to-end.
How do you keep our data safe?
AgentFlow runs as a managed platform with customer data separated by account; private cloud options can be evaluated and scoped separately. We ensure regular penetration tests to evaluate the effectiveness of our security measures. Our network is designed with multiple layers of security. This includes firewalls, intrusion detection systems, and network segmentation to safeguard against external and internal threats.
Do you have your own app or platform that I have to use instead of my current platform?
No, we act as the middleware layer in your workflow. You can keep your existing systems as is. We also have an API-first approach, which means you do not need a separate platform to access our software. We minimize workflow disruptions through deep third-party integrations.
Do we have to provide you internal documents for model training?
AgentFlow runs as a managed platform with customer data separated by account; private cloud options can be evaluated and scoped separately.
How do you price your solution?
Our pricing varies based on your use case and the solution we design. To find out more about our pricing, book a free discovery call today.
How tailored is Multimodal's solution to my enterprise?
80% of our AI Agents’ capabilities are pre-built and ubiquitous. We configure the remaining 20% on your private data and your systems. This also keeps your competitive edge intact.
Will your AI Agents improve compliance management for my financial institution or bank?
Yes. Our AI Agents follow regulatory requirements at all times. They’re also explainable, so you can trace and record all decisions accurately.