Banks and financePilot on one process

Bank routine, handled by agents

ForBanks, credit organizations, leasing, insurance, payment and fintech companies
  • Operator work and data entry without queues
  • Transactions watched, payments reminded on time
  • A person confirms everything that matters
Setup and test mode on us · pay only when you decide to launch
Operations today● live
Requests214
Alerts7
Reminders96
Payment15thReminded
TransferflagTo review
ContractdraftReady
demo data
Bank chat● online
When is my next loan payment?
On the 15th. I will remind you two days before.
Shall I send the schedule as a PDF?
Yes, please
✓ Schedule sentReminder set for the 13th
Video

One minute: where agents help a bank

Video · 0:58
SVI for banks and finance0:58Watch with sound
Video · 0:58
SVI for banks and finance0:58Watch with sound
Where it applies

Eight places where routine eats the day

Agents take the repetitive part and hand your people a prepared result. Pick any of these as a start.

01Operator work and data entry

Applications from forms, emails and scans: agents fill the fields in your systems and list what is missing. Operators handle exceptions, not typing.

02Transactions and alerts

Agents watch transaction flows by your rules, flag unusual patterns and add a short note for the analyst who decides.

03Reminders and payments on time

Upcoming instalments, expiring cards and documents, small overdue amounts: a polite reminder in the client's channel and language before the date.

04Reconciliations and reporting

Statements matched against internal records, discrepancies listed, the daily and weekly report ready before the team arrives.

05Moderation and document checks

Every page in place, dates and names consistent with the application. Anything doubtful goes to a person with the reason written out.

06Legal routine

Standard contracts from your approved templates, a counterparty's version compared with yours, every change highlighted for the lawyer.

07Client support in chats

Cards, transfers, tariffs, branch hours: answers from your own knowledge base at any hour, in the client's language. A complex case goes to an employee with the history.

08Internal requests of employees

Where is the form, what is the procedure, who approves: staff ask in a chat and get the answer from your internal regulations.

How it works

Departments, teams, agents

The system is built like a company. A task goes down, the report comes up, and people make the decisions.

01Department

Operations, support, compliance, legal. The direction and the rules come from you.

02Team

A group of agents for one process, for example payment reminders or document checks. A manager agent splits the work and accepts the result.

03Agent

One narrow job: read a document, check a field, write a reminder, prepare a note. Only from your data.

Agents work inside your company's own isolated environment, with separate accounts, access rights and logs. Decisions about money stay with people.
How to start

One process first

Start with a pilot on one process: reminders, one type of document or the questions in one chat.

On us01Mai assembles the team

Describe the process in your own words. Mai proposes the agents and their rules, you adjust them.

On us02Test mode

Agents work on real tasks, but nothing reaches clients: your team sees every result and gets a report.

03Launch

Happy with the pilot? Switch it on and add the next process. Only then does payment start.

You pay only here
Already working

The same mechanics already work in other industries

Similar tasks are already handled by agents in tourism and real estate: answering clients around the clock, tracking bookings and payments, reminding about dates, checking documents and assembling reports for the owner. A bank adds stricter rules and more careful hand-offs to people, the mechanics stay the same.

Questions
Do we need to replace our banking systems?

No. Agents work next to the systems you already have: they read and fill data where you give access and pass results to your people, your CRM, Telegram or email.

Where is the data and who sees it?

In your company's own isolated environment with its own accounts, access rights and logs. Agents see only what you open to them and never pass one client's data to another.

What stays with people?

Everything that matters: approving payments and limits, credit decisions, the final legal wording. Agents prepare, check and remind; a person decides.

Which languages do the agents speak?

Armenian, Russian, English and other languages: an agent answers in the language the question came in.

How much does it cost?

Setup and test mode are on us. The price depends on the volume of work and is agreed after the pilot, when you can see the result.

Start with one process

Tell Mai which routine takes your team the most time. The pilot is set up and tested on us.

Banks and financePilot on one process
Start