NGage 360 - Finance & Banking Industry

Intelligent Finance Operations

Transforming Finance With Intelligence

Transforming Finance and Banking With AI Agents

NGage 360 equips banks and financial institutions with AI agents that streamline operations, strengthen compliance, and elevate customer experiences. Powered by RAG and MCP, these agents integrate seamlessly with core banking systems, CRMs, payment gateways, and compliance tools. From fraud detection and KYC automation to customer support and risk analytics, NGage 360 empowers financial enterprises to reduce costs, improve accuracy, and deliver secure, intelligent services that build trust and accelerate digital transformation.

Better Banking Service

Customer Experience & Engagement.

24/7 Multichannel
Customer Support.

AI agents resolve customer queries via chat, email, and voice, improving response times, reducing call center load, and enhancing customer satisfaction.

Personalized Banking
Assistance Agents.

Agents provide tailored insights on account balances, transactions, and financial planning, helping banks deliver personalized, customer-first experiences.

Loan and Mortgage
Chat Assistants.

AI agents guide customers through applications, eligibility checks, and document submissions, streamlining loan processes and improving approval turnaround times.

Automated
Appointment Scheduling.

Agents sync with branch calendars to schedule advisor meetings, reducing no-shows and administrative effort while improving client convenience.

Customer Feedback
and Survey Collection.

AI captures structured feedback from customers, identifying pain points and opportunities for improved services.

Multilingual
Banking Support

Agents support 90+ languages, helping financial institutions serve diverse customers without expanding language-specific support teams.

Secure and Compliant

Risk, Fraud & Compliance.

Fraud Detection
in Transactions

AI agents detect anomalies in transaction data, flagging potential fraud in real time to protect customers and reduce financial loss.

AML and KYC
Automation

Agents validate customer identities, cross-check databases, and monitor high-risk activities, ensuring compliance with anti-money laundering and KYC regulations.

Regulatory Compliance
Monitoring Agents

Agents track changes in regulations, updating compliance officers instantly to maintain adherence and avoid penalties.

Suspicious Activity
Reporting Automation

Agents auto-generate suspicious activity reports for regulators, saving compliance teams time and ensuring timely filings.

Data Privacy
Enforcement

AI ensures customer data handling complies with GDPR, CCPA, and local banking laws, reducing legal and reputational risks.

Smarter Efficiency

Operations & Back Office Automation.

Credit Card Dispute
Resolution Automation

Agents streamline dispute intake, collect evidence, and generate reports for resolution teams, reducing turnaround time.

Branch Operations
Task Automation

Agents manage day-to-day branch tasks like reporting, scheduling, and reminders, improving staff efficiency.

Document
Classification and Filing

AI classifies and stores contracts, loan applications, and compliance records in the right repositories, saving hours of manual work.

HR Policy
Compliance Monitoring

Agents ensure staff complete required training and certifications, keeping financial institutions compliant with HR regulations.

Automated
Invoice Processing

AI reads invoices, validates amounts, and updates ERP systems, reducing errors and manual processing costs.

Growth and Retention

Lending & Wealth Management.

Loan Application
Pre-Screening Agents

Agents evaluate applicant eligibility instantly, integrating with credit bureaus via MCP, reducing turnaround time for approvals.

Automated Credit
Risk Assessment

AI analyzes credit scores, income, and financial history to provide accurate risk profiles, strengthening lending decisions.

Wealth Management
Advisory Assistants

Agents provide tailored portfolio recommendations based on client goals, improving engagement and retention.

Loan Document
Verification Automation

AI Agents validate uploaded documents, ensuring compliance and reducing loan fraud risks.

Financial
Planning Assistants

AI agents generate personalized savings, retirement, and investment plans, enhancing customer trust and engagement.

Mortgage Process
Streamlining Agents

Agents guide customers through end-to-end mortgage processes, improving client satisfaction and reducing operational bottlenecks.

Smarter Decision Making

Business Intelligence & Strategy.

Churn Prediction
and Prevention Agents

AI analyzes customer behavior to predict churn, allowing banks to proactively improve retention with targeted offers.

Customer Lifetime
Value Analysis

AI Agents calculate long-term customer value, helping banks focus on profitable relationships.

Competitor Insights
Aggregation Agents

Agents collect competitor data from MCP-integrated sources, enabling better product positioning and pricing strategies.

Portfolio
Risk Analytics

AI evaluates investment portfolios for risk exposure, enabling banks to rebalance proactively.

Executive
Performance Reports

AI Agents consolidate KPIs into real-time reports for leadership, supporting data-driven strategic decisions.

Your Infrastructure, Your Choice

Flexible Deployment Options for Every Business Need

NGage 360 offers flexible deployment – SaaS, private cloud, or on-premise, ensuring scalability, compliance, and control to match enterprise requirements.

— SaaS Access
— Private Cloud
— On-Premise
— Hybrid Options

— Scalable Workloads
— Regulatory Compliance
— Custom Configurations
— Global Support

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Have High Volume or Custom Needs?
NGage 360 is Enterprise-Ready.

Get started with NGage 360 enterprise solutions – secure, scalable AI agents tailored for large volumes and custom on-premise requirements.

Finance & Banking

Transforming Finance With Intelligence

Transforming Finance and Banking With AI Agents

Customer Experience & Engagement.

24/7 Multichannel Customer Support.

Personalized Banking Assistance Agents.

Loan and Mortgage Chat Assistants.

Automated Appointment Scheduling.

Customer Feedback and Survey Collection.

Multilingual Banking Support

Risk, Fraud & Compliance.

Fraud Detection in Transactions

AML and KYC Automation

Regulatory Compliance Monitoring Agents

Suspicious Activity Reporting Automation

Data Privacy Enforcement

Operations & Back Office Automation.

Credit Card Dispute Resolution Automation

Branch Operations Task Automation

Document Classification and Filing

HR Policy Compliance Monitoring

Automated Invoice Processing

Lending & Wealth Management.

Loan Application Pre-Screening Agents

Automated Credit Risk Assessment

Wealth Management Advisory Assistants

Loan Document Verification Automation

Financial Planning Assistants

Mortgage Process Streamlining Agents