Agentic AI for Financial Services

Agentic AI for Financial Services

Agentic AI for Financial Services

AI agents running back-office operations with trust, discretion, and reliability, the way your team would.

AI agents running back-office operations with trust, discretion, and reliability, the way your team would.

AI agents running back-office operations with trust, discretion, and reliability, the way your team would.

Your teamFor approvalClaims · files · emailsResolved casesDisputesBillingACH exceptionsComplianceReporting

More capacity, same team

Specialized agents.
One for each back-office job.

Specialized agents.
One for each back-office job.

Reads the member's claim, the card history and your playbook, then tells card operations where the case stands and what's due next.

Your team asks
"Do we credit all three charges on DSP-20431?"
It sends back
Case status, deadline and a drafted member letter
Dispute DSP-20431Credit due Nov 11
MemberCard ending 4417
MerchantStreamPlus Media
Amount$44.97 · 3 charges
What the agent checked
✓Member's claim: "I never signed up for this"claim_20431.pdf
✓Free trial started with this card, Aug 2Core · TX_88412
✓Member cancelled by phone, Sep 30call_log_0930.pdf
✓Rule for charges after cancellationPlaybook §4.1
Credit $14.99. Only the Oct 30 charge came after the member cancelled. The first two match the trial sign-up. Member letter drafted.

How it works

Connect your whole stack once. Your agents take it from there.

Connect your whole stack once. Your agents take it from there.

1Connect your systems

Core banking, card processors, the ledger, policies and email connect to Genloop once. Everything stays where it lives, inside your environment.

2Power each agent

That knowledge feeds every agent: disputes, billing, ACH, compliance and reporting. Add an agent for a new job without starting over.

3The context is built

One living graph for your institution: tables, documents, people and decisions, all linked. Each agent builds its reply from it when your team asks.

4Agents reply with cited answers

Your team asks by email, in Teams or the workspace. The agent replies with the answer, the deadline and the exact files and rules it used.

5It learns

When an answer uses a rule that isn't verified yet, it goes for approval. Your lead approves the change, and every agent uses it from then on.

The platform

Everything agents need to do real work. In one platform.

Everything agents need to do real work. In one platform.

ISO 27001 Logo
SOC2 TYPE 2 Logo

Deploys inside your environment.

Your cloud / VPC

On-prem

Air-gapped

Isolated per institution

FAQs

Frequently asked questions

Frequently asked questions

What is Genloop?

Do the agents replace our team?

Where does our data go?

Which systems does it work with?

How does my team work with the agents?

How do the agents get better over time?

How do we get started?

Put your first agent to work.

Start with one back-office job. See it answer your team, inside your own cloud.