Pular para o conteúdo

AI Agents for Financial Services that Power Your Business

Build and manage AI agents to streamline complex financial workflows effortlessly

More than 54% of banks have already implemented generative AI solutions, and this is just the beginning!

High investment in process review, simplification and automation.

Application of analytical intelligence for business generation and advanced personalization.

Accelerate time to market with one of the lowest TCO on the market, improve team efficiency and customer experience by orchestrating complex financial workflows with Pipefy’s autonomous AI agents.

Source: Forrester – Pipefy Total Economic Impact.

Use cases 

Financing

Connect data sources into a robust decision support engine.

Loan

Simplify loan applications with AI Agents for data collection and analysis.

Credit

Get real-time insights for faster approvals and better risk management.

Onboarding

Automate KYC workflows by reducing manual work and freeing teams to focus on the customer experience.

Compliance

Easily adjust workflows in response to changing regulations.

From automating workflows to creating autonomous AI agents

ROI of up to 260%

50% faster deployments

Reduce manual tasks by 40% to 90% with AI agents

All the power of the leading No-Code platform, combined with Generative AI for the creation of autonomous agents.

Simplify the orchestration of complex financial workflows with Pipefy.

Approved by major market players

Recognized as a sector leader in the market

What else can you have?

At Pipefy, you have shared services: automate HR, purchasing and finance processes to eliminate bottlenecks.

Keep track of metrics and internal customer satisfaction by simplifying purchase orders, supplier integration and HR requests.

This reduces IT security overhead, as Pipefy offers governance tools and action history, ensuring the necessary control for maintenance while allowing the agile implementation of new processes, without bureaucracy.

If you know what to ask, our AI agents know what to deliver.