AI Agents

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Accelerate Banking. Empower People. Unlock AI-First Services

AI Agents are designed to accelerate banking operations and elevate customer experiences across every channel. Built on Microsoft Dynamics 365 and tailored for financial services, these agents operate behind the scenes to suggest next steps, resolve service inquiries, and surface growth opportunities, empowering your teams to act with speed, confidence, and precision.

Whether it's a Relationship Manager closing a corporate deal or a Contact Center Agent responding to a query, VeriPark’s AI agents turn AI into a force multiplier, making your bank truly AI-First.
 

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Why Leading Banks Choose VeriPark’s AI Agents

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    AI That Understands Banking

    Agents trained on financial services workflows, regulations, and KPIs, ready to go from day one.

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    Built for Action, Not Just Insights

    VeriPark AI Agents go beyond suggestions to execute real banking tasks across sales, service, and operations.

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    Accelerate Speed, Accuracy & Engagement

    Instant access to contextual insights and guided actions. No more jumping between screens or systems.

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    Human-Centered, Agentic AI

    Agents augment staff without removing control. Your people remain decision-makers.

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    From Copilot to Full Execution

    We extend Microsoft Copilot to automate entire workflows, from prompts to process completion.

Unlock the Advantages

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    Extend Copilot with Decision-Ready Agents

    Enable AI Agents to execute financial workflows, not just suggest them.

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    Proactive & Contextual Nudges

    Surface alerts like expiring KYCs or unused credit cards, before the customer even calls.

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    Real-Time, Cross-Channel Execution

    Support advisors across CRM, contact center, mobile & more.

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    Scalable Human + AI Collaboration

    Seamlessly combine human expertise with AI-powered automation to handle complex banking workflows at scale.

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    Accelerated Time-to-Action

    Empower faster customer resolutions, upsell conversions, and compliance actions.

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    Embedded Financial Services Expertise

    AI agents include domain logic and workflows specific to retail banking, credit unions, and corporate/SME banking.

Predefined agents tailored to the unique needs of financial services roles

VeriPark has developed role-based & task based AI agents designed for specific banking personas, helping staff respond faster, act smarter, and deliver meaningful interactions—powered by Microsoft Copilot.
  • Ai Copilot Mortgage Advisor

    Mortgage Advisor

    The Mortgage Advisor AI Agent helps relationship managers assess the risk of mortgage applications.

  • AI Copilot Branch Manager

    Retail Banking Relationship Manager

    The Retail Banking Relationship Manager AI Agent empowers Relationship Managers with swift and informed decision-making capabilities in their daily tasks. 

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    Corporate Banking Relationship Manager

    The Corporate Banking Relationship Manager AI Agent helps prioritize critical events for impactful client interactions, enhancing decisions for Corporate Banking Relationship Managers. 

See it in action!

Explore how AI Agents & Copilot can drive measurable gains in productivity, compliance, and customer engagement. Experience the future of AI-first banking today.

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