Financial Services
Safe, compliant AI Agents for regulated environments
inGenious AI helps banks, insurers and financial institutions automate complex workflows and customer service interactions safely.

Trusted by
Transform customer service and compliance with confidence
Our AI Agents operate within the rules that govern financial services, delivering faster service, greater accuracy and verifiable compliance.
Why it Matters
In financial services, trust and precision are everything. Use our platform to automate at scale without compromising on governance, auditability or control.

Zero Risk AI ensures no hallucinations, data leaks or unapproved actions

Enterprise controls provide complete oversight and versioned audit trails

Model-agnostic design lets you choose the best LLM for each task

Local data hosting for full compliance with Australian privacy laws

Business-led control keeps ownership with your team, not IT

Use cases

Customer Service AI Agents
- Resolve high-volume account, loan and claims enquiries with verified answers
- Handle regulated customer communications safely across channels
- Automate complaint triage and escalation workflows with full audit visibility

Workflow Automation AI Agents
- Detect and flag potential breaches like hardship or disclosure issues for governed review and reporting
- Reconcile data, check eligibility and generate regulator-ready reports
- Track compliance performance and surface exceptions across systems and processes

Protected by Zero Risk AI
Every AI Agent in financial services runs inside the Zero Risk AI framework, ensuring accuracy, auditability and safety.
No uncontrolled generation, no exposure of customer data, and no risk of non-compliance.
Proven results for financial services
Latitude Financial Services
- 25% fewer handovers to human agents
- 10,000+ extra questions answered correctly weekly
- 11+ point Net Promoter Score (NPS) uplift in 2 weeks
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