IBPSPractice 01
Agentic AI for Financial Services & Government
Generative AI gave us answers. Agentic AI gives us action — systems that plan, call tools, hand off to humans, and complete real work inside your CRM, ERP, core banking, or case-management systems.
The shift
Yesterday · Generative AI
One-shot answers
- Single-turn chat: ask & receive
- Lives outside your business systems
- Humans translate output into action
- Value capped at "faster Googling"
Today · Agentic AI
Autonomous workflows
- Multi-step planning + tool use
- Native access to CRM, ERP, core banking, case files
- Humans approve at the decision points that matter
- Measurable outcomes: cycle time, cost, compliance
Our Agentic AI stack
Six capabilities. One trusted partner. Built, deployed, and operated inside the systems your teams already use.
Multi-agent Orchestration
Planner, executor, reviewer, and tool-using agents coordinated through a deterministic orchestration layer.
Document Intelligence
Extraction, classification, summarization & reconciliation across PDFs, contracts, KYC packets, RFPs.
Conversational Agents
Voice + chat front-ends that authenticate, transact, and escalate — fluent in your policies and your systems.
Decision Copilots
Underwriting, claims, eligibility, fraud — agents surface evidence and recommend; analysts approve.
Process & RPA Automation
Replace brittle scripts with intelligent agents that handle exceptions, recover, and improve over time.
Governed & Secure
SOC2-ready patterns, evals, red-teaming, on-prem / VPC deployment, full prompt & tool audit logs.
Industry · Banking & Financial Services
Where agents pay back this quarter
Trusted by Mastercard, Chase, Discover, E*TRADE.
01 · Fraud & AML triage
Auto-clear low-risk alerts
Agents enrich alerts with transaction, device, and behavioral context, draft narratives, and auto-clear low-risk cases — analysts focus on the 5% that matter.
62% of low-risk alerts auto-cleared
02 · KYC & onboarding
Days to minutes
End-to-end document collection, identity verification, sanctions screening, and adverse-media checks — onboarding compressed from days to minutes.
3 days → 14 min median onboarding
03 · Contact-center copilot
AHT down, CSAT up
Real-time agent assist that retrieves account context, drafts responses, and executes routine transactions.
28% avg-handle-time reduction
04 · Reconciliation & reporting
Close in days, not weeks
Cross-system matching, exception resolution, and regulatory report drafting — with full audit trail.
6 day → 2 day close cycle
Industry · Government & Public Sector
Better citizen outcomes at lower cost
FISMA-aligned · VPC / On-prem · Audit-ready
01 · Citizen service agents
24/7 multilingual support
Voice + chat agents that answer benefit, permit, and licensing questions — and route complex cases to the right caseworker with full context.
71% of inquiries resolved without escalation
02 · Case & benefits processing
End-to-end automation
Intake, eligibility, and documentation review automated — caseworkers spend their time on judgement calls, not data entry.
55% faster case throughput
03 · RFP & grant intelligence
40 hours to 4
Agents read solicitations, draft compliant responses, track amendments, and surface risks — accelerating procurement cycles.
40 hr → 4 hr first-draft response
04 · FOIA & records
9× faster production
Search, redact, and produce records across decades of mixed-media archives — with chain-of-custody logs that satisfy oversight.
9× faster records production
Pilot in 30 days.
Bring us one painful workflow. We'll scope a 30-day agentic pilot, prove the ROI, and hand back a path to production.
Book a discovery call →info@ibpsconsulting.com · +1 (516) 455-3888