Redefine BFSI Workflows with Agentic AI

Intelligent AI Agents for Banks, NBFCs, Insurance Providers, and Fin-Techs That Think, Act, and Collaborate by Automating Origination, Underwriting, and Customer Servicing at Scale
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    BFSI

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Our Esteemed Clients

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Are Legacy Processes Holding You Back?

Higher operational volumes. faster turnaround expectations, constantly shifting compliance norms, mean manual processes simply can’t scale.

Outdated Process-Centric Workflows Limit Growth

Manual reviews, disconnected systems and compliance risks keep BFSI teams from scaling

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Agentic AI Owns Outcomes to Drive Business Excellence

SearchUnify empowers BFSI teams with autonomous AI agents that learn, adapt, and deliver outcomes instantly

Leverage the SearchUnify Advantage

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Built to Simplify

Orchestrates tasks end-to-end, eliminates friction, and maintains audit trails
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Integrates Seamlessly

Plugs into existing infrastructure leveraging in-house systems
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Engages Like Humans

Elevates CX and fosters clarity with natural human-like conversations
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Prebuilt with Purpose

Automates banking and finance workflows with Agentic AI

SearchUnify Agentic AI for BFSI

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Banking Solutions

Empower banks and NBFCs with intelligent agentic workflows that streamline operations, accelerate decisions and ensure compliance across every customer journey

  • Personal Loan Origination
  • Credit Card Processing
  • Gold Loan & Home Loan Automation
  • Customer Support Co-Pilot
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Insurance Solutions

Accelerate application, underwriting, claims and policy management with AI-driven orchestration built for the US insurance ecosystem

  • Insurance Renewals
  • Claims Automation
  • Term Insurance Application
  • Audit & Compliance Co-Pilot
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Financial Services Solutions

Enable financial institutions with intelligent, agentic workflows that automate servicing, enhance risk decisions, and deliver compliant, personalized experiences across customer lifecycle

  • Wealth & Portfolio Management Automation
  • Investment & Advisory Workflows
  • Personal Finance & Servicing Automation
  • Customer & Advisor Support Co-Pilot

Begin your AI Transformation

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Experience AI in Action to discover how our AI agents streamline complex workflows effortlessly.

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Every business requirement is unique-let’s discuss yours. Consult for tailored use cases and deep technical insights.

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