Industry solution
BFSI
Deploy AI employees for high-volume BFSI operations — document chasing, collections, compliance coordination — inside your own infrastructure with policy-governed security from day one.
Powered by OpenClaw + NVIDIA NemoClaw. Delivered by Agentex.
Best-fit buyer
CTO, Operations Head, Digital Transformation Lead, or process owner under pressure to improve throughput without increasing headcount.
Where this fits
Best fit for banks, NBFCs, insurance firms, and fintech companies with high-volume ops workflows, document-heavy coordination, and strict data residency requirements.
Where the workflow breaks today
- Loan and KYC document coordination is manual — ops teams chase borrowers over WhatsApp with no audit trail and no automation.
- Collections follow-up depends on individual agents sending manual messages — inconsistent, untracked, and slow.
- Compliance reporting consumes ops time on data gathering and formatting that should be automated.
- Any AI deployment must meet data residency, access control, and auditability standards before IT governance approves it.
What we can deploy first
- AI Loan Ops Employee — chases KYC documents, confirms receipt, flags missing items, notifies the processing team when a file is complete.
- AI Claims Ops Employee — coordinates pre-authorisation documentation, tracks insurer status, notifies the treating team.
- AI Collections Employee — sends structured payment reminders on WhatsApp, tracks responses, escalates non-responders with full context.
- AI Compliance Ops Employee — gathers audit trail data, formats regulatory reports, routes for human sign-off. Audit-ready from day one.
AI Employee Catalogue
Roles we deploy for BFSI
Each role is deployed end-to-end — integrated, policy-governed, and live in 2 weeks.
AI Employee
AI Loan Ops Employee
Receives loan intake forms via WhatsApp or email, validates documents, sends follow-up requests for missing items, runs KYC and eligibility checks, routes completed dockets to underwriter queue.
Integrates with
Reduces loan processing time by 50–60%; eliminates full-time intake coordinator
AI Employee
AI Claims Ops Employee
Receives claim submissions, categorizes by policy type and urgency, checks policy rules, sends acknowledgment and document request messages, assembles claim packet, routes to adjudicator.
Integrates with
Cuts claims intake time by 60%; removes 2–3 data-entry roles from intake workflow
AI Employee
AI Compliance Employee
Monitors transactions and activity logs against compliance rules, flags deviations with evidence, assembles audit trail bundles, drafts regulatory reporting inputs, sends daily compliance digest.
Integrates with
Reduces manual compliance monitoring time by 70%; cuts audit preparation from days to hours
AI Employee
AI Finance Ops Employee
Reads vendor invoices, matches to POs, checks against policy limits, flags mismatches and duplicates, posts verified entries to accounts, queues exceptions for human approval.
Integrates with
Processes invoices 4× faster with error-detection built in
AI Employee
AI RevOps Employee
Receives inbound leads, enriches lead data, qualifies against ICP criteria, drafts personalised first outreach, pushes qualified leads to CRM with context note, triggers follow-up sequences.
Integrates with
Accelerates first-contact from hours to under 5 minutes
Business outcome
Why the buyer cares
Agentex is not selling abstract AI experimentation. We are selling a faster, more controlled way to remove repetitive manual work from real enterprise operations.
- Reduce KYC and document collection turnaround from days to hours.
- Increase collections contact rate without adding collections staff.
- Cut compliance reporting prep time with automated data gathering and formatting.
- Create auditable records of every AI employee action — required for RBI/SEBI oversight.
Why Agentex
Why this works better than another pilot
- AI employees run on-prem inside your infrastructure — NemoClaw policy files govern every action, every network call, every data access.
- We design role boundaries explicitly: AI employees coordinate, escalate, and report; humans make the regulated decisions.
- Every AI employee action is logged — ready for regulatory inspection.
- We are built for India: INR pricing, DPDP-aligned packaging, and data residency by design.
Deployment discipline
How we keep rollout enterprise-safe
The first Sprint should land in a bounded workflow with a clear owner, clear escalation rules, and a deployment model that matches the organization’s operational constraints.
- Inference runs on-prem using NVIDIA Nemotron models — no data sent to external AI APIs.
- NemoClaw policy files explicitly block egress to any endpoint not on the approved whitelist.
- Audit logs are retained per your regulatory retention requirements.
- Human escalation paths are mandatory for any decision with regulatory or financial consequence.
Sprint deliverables
What the buyer gets after 2 weeks
The Sprint is designed to produce a real deployment outcome, not a slide deck with vague recommendations. The buyer should leave with a live workflow, a clearer operating model, and enough signal to decide on the managed retainer.