
Our Esteemed Clients
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Outdated Process-Centric Workflows Limit Growth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


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
Built to Simplify
Integrates Seamlessly
Engages Like Humans
Prebuilt with Purpose
SearchUnify Agentic AI for BFSI
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
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
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



