AI coworkers for financial institutions
Every banker gets a coworker for the paperwork.
Relationship and credit teams get coworkers that open accounts, verify businesses and assemble credit files across the systems your bank already runs.
Open roles in banking.
Each coworker reports to a named person. Pick one to read the posting.
Its first week: who does what.
Follow Meridian Logistics through the job. Your people own the calls. The coworkers carry everything in between.
It logs in to the systems you already run.
No new software for your team to learn. Its badge decides what it can do in each system. Pick one to see what the coworkers do there.
It logs in to the systems your banking teams already run.
Its badge decides what it can do in each one. 2 coworkers on this page: Relationship Management, Credit Operations.
HRMS & payroll
Live integrations
Shared drives and calendars, scoped
Relationship ManagementCredit OperationsSystems of record
3 categoriesOrigination, CRM & credit
3 categoriesData & verification
4 categoriesDocuments
2 categoriesIts references, from production.
Open any story for the record behind it.
Banking · India
< 24 hrs
Corporate account activation, down from days
HDFC Bank: corporate account activation, down from days
Case study · Corporate Onboarding coworker
See the record
Insurance · India
45%
Faster group health quotes, with 25% higher value per account
Acko: faster group health quotes, with 25% higher value per account
Case study · Quoting coworker
See the record
Lending · India
70%
Less time to appraise credit, each memo in under 40 minutes
Aditya Birla Finance: less time to appraise credit. Each memo in under 40 minutes
Case study · Underwriting coworker
See the record
Care Health
Insurance · India
50-70%
Shorter employer onboarding for group health
Care Health: shorter employer onboarding for group health
Case study · Compliance coworker
See the record
US 401(k) platform
Retirement · United States
Live
Running 401(k) plan operations in production
US 401(k) platform: our first US coworker runs 401(k) plan operations in production
Case study · 401(k) coworker
See the record
Named results are production deployments in India. The US customer is anonymised.
Questions you’d ask about any new hire.
The ones HR, IT and risk teams usually ask first. Open any label.
Who does the coworker report to?
To a named relationship manager or credit officer. That person approves every KYB exception and anything it asks about first.
Does it open accounts on its own?
Where does employee data for corporate clients come from?
What stays with the banker?
