BANKING & FINANCIAL SERVICES
Financial operations built for regulation, scale, and trust
Accelerate regulated workflows with complete oversight and auditability.
Trusted by leading financial firms
Business ROI
Real results. Not more pilots.
$12M
Less working capital
for Global Payments Provider with $500M+ Daily Flows
28%
DSO reduction in collections
for Tier-1 Bank in India with $15B+ Receivables Portfolio
AI promised faster, safer financial decisions. Why do compliance and risk reviews still feel manual?
OPERATIONAL FRICTION
Where FinServ workflows breakdown
KYC & Onboarding
Bottlenecks
Identity data scattered across systems causes slow onboarding, inconsistent decisions, and compliance exposure.
Communication Sprawl Across Products
Separate teams send duplicate, costly messages across disconnected systems and channels.
Manual compliance
work-streams
AML checks, escalations, and reviews require manual navigation across many systems.
Disconnected
Risk Signals
Fraud, behavior, and credit indicators never converge, delaying interventions and increasing losses.
Loan & Credit
Decision Latency
Manual document reviews and inconsistent scoring slow underwriting and reduce throughput.
Legacy + Modern System Fragmentation
Core, CRM, treasury, and card systems don’t share context, breaking customer and employee experiences.
AI Applications & Agents
Bring AI to every financial workflow
Intelligent automation and human-in-the-loop AI experiences
KYC
Review
Keep records current and compliant through onboarding, refresh cycles, and ongoing updates.
Transaction Monitoring
Spot suspicious activity sooner with faster scoring and automated escalation paths.
Fraud Operations Console
Investigate suspicious activity faster with unified evidence.
Lending Decisioning Workbench
Accelerate credit decisions with AI-prepared insights at hand.
Communication Optimization
Eliminate duplicate messages, enforce compliance, and cut channel costs.
Customer 360 Dashboard
Understand any customer instantly, with complete, connected context.
AML Case
Review
Resolve AML alerts faster with prioritized cases and complete audit context.
Consent & Preference Management
Honor customer consent automatically across channels, regions, and regulations.
Dispute Resolution Automation
Resolve disputes faster with automated evidence gathering and guided resolution steps.
Compliance Reporting Workspace
Generate audit-ready reports without manual data collection or reconciliation.
Collections Outreach Optimization
Improve recoveries with targeted outreach and automated follow-up actions.
Relationship Manager Copilot
Surface client insights and next-best actions before every interaction.
Platform
Unlocking the power of AI financial services
Systems
Connect your financial systems
Integrate core banking, CRM, treasury, card systems, fraud engines, LOS/LMS, and communication channels—without migration.
Explore UnifyApps Integrations
Data
Clarify customer, account, and transaction data
Integrate core banking, CRM, treasury, card systems, fraud engines, LOS/LMS, and communication channels—without migration.
Explore Unify Data
Agents
Build AI-driven workflows, apps, and agents
Design end-to-end finance workflows, human-in-the-loop applications, and autonomous agents in one visual canvas.
Explore Unify AI Builder
Governance
Apply enterprise-grade oversight to AI
Enforce DPDP, DLT, model controls, audit trails, and consent rules across every workflow and decision.
Connect your financial systems
Integrate core banking, CRM, treasury, card systems, fraud engines, LOS/LMS, and communication channels—without migration.
Explore UnifyApps IntegrationsClarify customer, account, and transaction data
Integrate core banking, CRM, treasury, card systems, fraud engines, LOS/LMS, and communication channels—without migration.
Explore Unify DataBuild AI-driven workflows, apps, and agents
Design end-to-end finance workflows, human-in-the-loop applications, and autonomous agents in one visual canvas.
Explore Unify AI BuilderApply enterprise-grade oversight to AI
Enforce DPDP, DLT, model controls, audit trails, and consent rules across every workflow and decision.
WHAT MAKES UNIFYAPPS UNIQUE
The core capabilities behind AI-native transformation
Complete integration & data foundation
800+ connectors plus a unified data layer for clean, trusted financial workflows.
Model-agnostic AI intelligence
Route tasks across 50+ foundation models without lock-in.
Enterprise governance & security
Audit-ready, explainable, and deployable in any environment.
Built-in AI development lifecycle
Track, test, deploy, and monitor AI with native version control.
Build once, deploy everywhere
Reuse logic across web, mobile, chat, and embedded experiences.
Spotlights
Learn how leaders are making AI work
