Corporate banking customer AI agent
A corporate banking customer AI agent gives finance teams instant answers on multi-entity balances, bulk payment and payroll status, trade finance documentation, forex rates and facility utilisation. Instead of emailing a relationship manager and waiting, the treasurer asks in chat and receives an authenticated, audit-logged answer in seconds.
80%
of routine RM queries answered instantly
Same-day
detection of failed bulk payment records
Audit-ready
logs for every authenticated request
The problem today
- Corporate clients wait hours or days for routine status answers from relationship managers.
- Bulk payment and payroll failures are discovered late, disrupting supplier and staff payments.
- Trade finance and documentation queries bounce between operations desks.
Who it is for
Banking teams running corporate banking who want the customer journey automated end-to-end.
The agent ships pre-trained on banking workflows, then is grounded on your own products, policies and systems — deployed on web, app, WhatsApp and voice with full audit logging and human handover.
How it works
Authorise
Entity- and user-level permissions mirror your corporate mandate matrix.
Aggregate
Balances, limits and utilisation pulled live across every account and entity.
Answer
Payment, trade and FX status returned with references and next actions.
Escalate
Complex structuring requests route straight to the relationship manager.
What the agent does
Multi-entity visibility
Consolidated balances, sweeps and limit utilisation across group companies.
Payment operations
Bulk file status, rejected records, payroll runs and reconciliation support.
Trade & FX
LC and guarantee status, document checklists and indicative FX rates.
Facility management
Drawdown, repayment schedule and covenant reporting reminders.
Frequently asked questions
How are corporate access rights enforced?
The agent honours your existing mandate and entitlement matrix, so each user only sees the entities and accounts they are authorised for.
Can it upload or process payment files?
It can validate and track files, flag rejected records and trigger reprocessing through your payment hub.
Does it replace the relationship manager?
No — it removes routine status work so RMs spend their time on structuring and advisory.
Can it be deployed on-premise?
Yes, including offline LLM deployments for institutions with strict data-residency requirements.
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