/solutions/banking
● Built and tested

Your KYC reviews, prepared before they fall due.

Thirty-nine capabilities across the relationship, credit, payments, trade finance and Islamic banking. Your people stop assembling files and start deciding on them.

01 — the week

What it does all week

The work that fills a banking week and produces nothing anybody wanted to spend a week on.

A relationship manager spends Thursday chasing two beneficial-owner declarations and a board resolution that were always going to be missing. The review still falls due on Friday.

That is the week ServAI takes off the desk. Not the judgement — the assembling, the chasing, the typing it in a second time.

02 — what it can do

Thirty-nine capabilities across the whole bank

The relationship

Accounts, KYC files and reviews falling due, onboarding cases, mandates and signatory changes, dormancy.

Financial crime

Screening alerts, sanctions lists, PEP assessment, AML cases, fraud alerts — every one routed to a person, none of them something an assistant forms a view on.

Credit

Assessment, limits, applications, collateral, covenant tests, drawdowns, arrears, impairment.

Payments and trade

Instructions, beneficiaries, cross-border corridors, letters of credit, guarantees, statement reconstruction.

Islamic banking

Sharia rulings, product reviews, murabaha, ijara, sukuk, profit distribution — roughly a third of the assets in this region, and treated as such.

Prudential

Capital returns, liquidity position, provisions.

03 — and where it stops

The controls your auditor already asks about

credit.assessment limit.record
beneficiary.record instruction.record
onboarding.case screening.alert
aml.case kyc.review
impairment.assessment provision.calculation

Give one seat both sides and ServAI withholds both, and says a person has to choose. The second pair is the oldest payments fraud there is. The third is the one an auditor opens with.

04 — why you can give it real work

Fourteen Industry Packs. The engine has never been edited.

Banking was the ninth capability pack we built. The capability resolver’s source files are byte-identical to before the first one existed. We have the hashes.

Book a demonstration See all 14 Industry Packs
Mission-based Banking

Give ServAI the important work—not a list of agents to activate.

If this Industry Pack is active, ServAI assembles the smallest relevant specialist subset, checks the real customer data/evidence plan, and waits for human approval before activation. Separately subscribed Role Packs may join only when entitled and relevant.

Example missions
  • Reduce KYC/onboarding delays without weakening controls.
  • Review credit, arrears and portfolio risk evidence.
  • Improve payments, trade-finance and branch exception handling.
Team assembly

Coordinator plus only specialists whose registered capabilities match the confirmed mission.

Data before action

Connected source is not assumed; evidence and freshness are checked before activation.

7 bundled specialists · 39 capabilities

The pack-native team ServAI can assemble.

Customer Onboarding & Account Lead
Financial Crime Specialist
Credit & Lending Specialist
Payments & Trade Finance Specialist
Islamic Finance Specialist
Treasury, Capital & Provisioning Specialist
Branch Operations Specialist