01
Permission-aware banking context
Bring client, policy, product, and operational knowledge into the task without flattening access boundaries.
Kai for Banking
Put AI to work inside the controls.
Kai connects client, product, policy, operations, and risk context while respecting the controls banks already rely on. Teams can automate preparation and coordination without turning regulated decisions into a black box.
Get DemoFIG 02A controlled banking playbook
KAIBanking context
01Core systems
02Client records
03Policies
04Risk controls
01 / CAPABILITIES
Put AI to work inside controls
02
Human checkpoints by design
Place maker-checker reviews, approvals, and escalations inside agentic workflows before action is taken.
03
Evidence behind every output
Keep the source, model action, decision, and reviewer trail attached to the work for audit and oversight.
02 / USE CASES
Put Kai to work in banking
04Practical playbooks
Playbook01
Prepare every client interaction
Kai assembles relevant relationship history, product holdings, service issues, approved guidance, and recent activity. Client-facing teams enter the conversation informed without crossing permission boundaries.
Playbook02
Support KYC review and remediation
Gather customer documents, policy requirements, prior reviews, and open exceptions into a clear case file. Kai identifies missing evidence and routes decisions to the authorised reviewer rather than making them autonomously.
Playbook03
Assemble credit decision materials
Kai organises financial information, relationship context, covenant history, and policy criteria into a source-linked draft. Credit professionals retain ownership of risk assessment and final approval.
Playbook04
Resolve operations exceptions with evidence
Connect the transaction, procedure, customer context, system event, and approval path around an exception. Kai guides the next action and preserves a complete record of how the issue was resolved.
START WITH ONE PLAYBOOK