Introducing AgentFlow, Agentic AI Platform for Financial Services

Financial institutions face a critical challenge: piecing together multiple point solutions creates operational silos, increases vendor dependency, and makes it nearly impossible to automate complete workflows from start to finish.

That's why we built AgentFlow, a complete workflow automation platform purpose-built for finance and insurance.

A Platform That Puts Workflows First

Unlike rigid point solutions that lock you into automating just one step of your process, AgentFlow enables you to build and orchestrate complete, end-to-end workflows, from initial intake through validation, decisioning, and final approval.

With AgentFlow Playbooks, you get preconfigured, production-ready workflows tailored to financial services that you can test, customize, and deploy in hours instead of months. These are live, governed workflows that adapt to your institution's unique policies and requirements.

What Makes AgentFlow Different

Point solutions create silos. AgentFlow breaks them down with a platform built on flexibility, modularity, and complete workflow coverage.

Flexible, Not Rigid

Every financial institution operates differently. AgentFlow adapts to your existing workflows, policies, and business logic rather than forcing you to change how you work. Configure workflows to match your SOPs, integrate with your current systems, and adjust decision thresholds based on your risk appetite.

Modular & Expandable

Start with a single workflow: KYC verification, loan underwriting, or AML screening, then expand to onboarding, risk assessment, compliance monitoring, and decisioning. Unlike point solutions that address only one problem, AgentFlow scales with your automation needs across departments and functions.

End-to-End Orchestration

Real workflows don't happen in isolation. AgentFlow connects every step: intake → document processing → validation → risk assessment → decision → approval → reporting. This eliminates handoffs between disconnected systems and ensures nothing falls through the cracks.

No Engineering Required

Built for subject matter experts and business users. With Instant, you can create workflows using natural language in minutes. SMEs can update rules, adjust thresholds, and modify decision logic themselves, no code required.

For institutions that prefer hands-off implementation, we offer a full-service partnership with dedicated Forward Deployed Engineers who configure, deploy, and optimize workflows for you.

Purpose-Built for Financial Services

Security and compliance form the foundation of AgentFlow.

Enterprise Security & Compliance

SOC 2 Type II certified with robust encryption, role-based access controls, and comprehensive audit trails. Every action is logged with complete traceability for regulatory review and compliance audits.

Governed Decision-Making

Confidence scoring at every decision point ensures you maintain control. Low-confidence outputs automatically route to human reviewers, while high-confidence decisions flow straight through, all with full explainability and audit trails.

Real-Time Visibility

Our Progress Tracker gives you complete transparency into every workflow execution. See exactly what's happening at each step, track processing times, monitor confidence thresholds, and identify bottlenecks in real time.

Lower Vendor Risk

Consolidate multiple point tools into a single platform. No more juggling separate vendors for document processing, decision engines, and reporting. AgentFlow handles the complete workflow, reducing integration complexity and vendor dependencies.

Key Features That Drive Efficiency

Playbooks: Pre-Built Workflows, Ready to Deploy

AgentFlow Playbooks are production-grade workflows designed specifically for financial services use cases:

• FNOL Intake & Triage for insurance claims.
• Credit Decisioning & Underwriting for lending operations.
• KYC & Onboarding for customer verification.
• AML Monitoring & Compliance for risk management.

Each Playbook comes with proven logic, security controls, and compliance features built in. Select a Playbook, test with your documents, customize to your requirements, and deploy, all within the same day.

Progress Tracker: Complete Workflow Transparency

Know exactly what's happening in every workflow with detailed execution tracking:

• Visual maps showing each workflow step tied to your SOPs.
• Per-action timing and cost tracking.
• Confidence thresholds that trigger human review (e.g., 99% auto-approve vs. <80% escalation).
• Complete execution logs for audit and compliance.

Confidence Scoring: Risk Mitigation Built In

Every decision comes with a confidence score that quantifies reliability. Set custom thresholds to automatically:

• Route high-confidence decisions for immediate processing.
• Flag medium-confidence cases for supervisor review.
• Escalate low-confidence outputs to specialists.

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This ensures you maintain human oversight where it matters most while automating routine cases with confidence.

Instant: Build Workflows in Natural Language

Instant lets you create complete workflows by simply describing what you want to accomplish—process loan applications, extract borrower details, validate against credit policy, generate approval memo, and route for final review.

AgentFlow translates your requirements into a configured workflow with document processing, validation rules, decision logic, and reporting, ready to test in minutes.

Complete Workflow Capabilities

AgentFlow orchestrates every component needed for end-to-end automation:

• Unstructured AI: Convert unstructured documents into structured, processable data.
• Document AI: Extract and validate information from any document type.
• Decision AI: Apply your business rules and policies to make consistent decisions.
• Database AI: Query and analyze your structured data for insights.
• Conversational AI: Handle customer and employee inquiries with context awareness.
• Report AI: Generate compliant memos, summaries, and business reports.

All capabilities work together seamlessly within unified workflows, eliminating the integration headaches of stitching together point solutions.

Proven Results Across Financial Services

Financial institutions using AgentFlow are seeing measurable impact:

• FORUM Credit Union reduced loan processing time by 70%.
• A regional insurer automated claims processing with 99% accuracy while answering 90%+ of broker queries instantly.
• Direct Mortgage cut loan processing costs by 80% and accelerated approvals 20× faster.
• A Fortune 500 financial firm accelerated financial statement processing by 80% with a near 95% table extraction accuracy.

These results come from automating complete workflows, every step from intake to approval.

Flexible Deployment Options

Choose the implementation approach that fits your team:

• Self-Service: Configure workflows yourself using Instant and Playbooks.
• Guided Partnership: Work with our team through AI deployment made easy.
• Full-Service: Our Forward Deployed Engineers handle everything from configuration to optimization.

No matter which path you choose, you maintain full control and ownership of your workflows.

Transform Your Institution's Operations

AgentFlow transforms how work gets done across your institution. By capturing institutional knowledge in reusable Playbooks, connecting previously siloed processes, and giving business users the power to configure workflows themselves, you reduce dependence on both vendors and IT resources.

The result: faster operations, lower operational risk, maintained compliance, and the flexibility to adapt as your business evolves.

Ready to move beyond point solutions and automate complete workflows? Book a demo to see how AgentFlow can transform your operations, from intake to decisioning and everything in between.