Managed AI for banking

Scale governed agents across the bank—not another isolated automation.

Coryntas helps banks build an enterprise agent portfolio around the policies, customer records, operating systems, controls, and approval paths that already govern the work.

Banking professionals coordinating knowledge-intensive work
C
Managed operating layerDesigned around each workflow
  • Context linked
  • Approvals bounded
  • Evidence captured

Give banking teams a shared agent foundation while preserving the distinct authority boundaries behind onboarding, servicing, credit, risk, finance, and operations.

One request crosses many systems

A customer or operational request can depend on core records, case history, policy, documents, risk signals, and several accountable owners.

Similar cases can require different paths

Customer type, product, jurisdiction, materiality, and risk indicators can change the required evidence and approval route.

Controls are part of the work

Approvals, separation of duties, record retention, and escalation cannot be added after an agent decides to act.

See the platform foundation

Move the work forward without hiding the judgment.

Departments do not define the solution. The agent follows the work across accountable owners, policies, and systems.

Customer lifecycle

Prepare onboarding and servicing work with complete records and visible exceptions.

Credit and risk

Assemble decision evidence while leaving accountable judgment with authorized professionals.

Financial operations

Investigate reconciliations and exceptions across transaction, finance, and case systems.

Technology and controls

Coordinate access, incidents, vendors, policies, and audit evidence with traceability.

Customer lifecycle

Customer onboarding and KYC preparation

Assemble records, run defined completeness checks, and route open issues to authorized reviewers.

Discuss this workflow
Managed agent run01
  1. Agent

    Assembles identity records across source systems

  2. Policy

    Runs the completeness checks defined for the product

  3. Agent

    Opens an issue for each unresolved item

  4. Human

    Authorized reviewer clears or rejects the file

Credit and risk

Credit review evidence gathering

Collect approved facts and policy references for a credit professional to evaluate.

Discuss this workflow
Managed agent run02
  1. Agent

    Collects approved financial and exposure facts

  2. Policy

    Attaches the credit policy version in force

  3. Agent

    Flags figures it could not corroborate

  4. Human

    Credit professional makes the decision

Technology and controls

Policy and procedure assistance

Return current, authoritative guidance with source ownership and effective date visible.

Discuss this workflow
Managed agent run03
  1. Agent

    Finds the guidance that answers the question

  2. Policy

    Confirms the version is current and in scope

  3. Agent

    Returns the answer with owner and effective date

  4. Human

    Asks the named owner when the answer is contested

Technology and controls

Regulatory change impact analysis

Map new requirements to policies, systems, controls, workflows, and accountable owners.

Discuss this workflow
Managed agent run04
  1. Agent

    Breaks the requirement into testable obligations

  2. Policy

    Maps each one to controls already in place

  3. Agent

    Reports gaps against systems and workflows

  4. Human

    Accountable owner sets the remediation path

Build from one workflow into a managed portfolio.

These are representative applications—not the boundaries of Coryntas or a claim that every workflow runs autonomously.

05Customer lifecycle

Service-request resolution

Coordinate customer requests across case history, product rules, documents, and operations.

06Financial operations

Fraud investigation preparation

Organize permitted signals and case evidence without making the investigator's decision.

07Technology and controls

Vendor assessment

Gather current evidence, identify gaps, and manage the review and approval path.

08Financial operations

Invoice exception resolution

Reconcile payable records and escalate cases outside defined policy.

View workflow
This is one view of the work Coryntas agents can manage—not a limit on what the platform can support.

Connect context to governed execution.

Exact connectors, access boundaries, approval rules, and production measures are confirmed during workflow design.

Industry context

Customer and product context

Relationship history, product holdings, service cases, commitments, eligibility rules, and current status.

Policy and control context

Procedures, thresholds, jurisdictional rules, control ownership, effective dates, and escalation paths.

Operational context

Cases, transactions, documents, alerts, tasks, approvals, and service-level state.

Identity and authority

User role, customer consent, delegated authority, separation of duties, and approval limits.

Governed execution

Human authority remains explicit

Agents prepare, coordinate, or recommend; decisions reserved for authorized banking professionals remain with them.

Controls follow the workflow

Required evidence, approvals, access boundaries, and escalation rules are evaluated at the relevant step.

Actions produce evidence

Every material update can return its source context, policy basis, approval, and resulting system state.

Typical system categories
  • Core banking and transaction systems
  • Customer relationship platforms
  • Case and service management
  • Credit, risk, and fraud platforms
  • Document and policy repositories
  • Identity, workflow, and approval systems

Measure accepted work—not AI activity.

Baselines and targets are agreed for each workflow. These are operating definitions, not unverified performance claims.

01

Review-ready rate

Cases arriving at an accountable reviewer with the required information and evidence.

02

Time to resolution

Elapsed time across automated work, human review, and final system completion.

03

Exception precision

The share of escalated cases that genuinely require additional authority or judgment.

04

Rework rate

Completed cases reopened because of missing context, incorrect routing, or incomplete action.

Design the first banking agent—and the foundation for what follows.

Map the outcome, context, systems, controls, human authority, and production measures with Coryntas.

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