AI-Powered Conversational Intelligence

Transform customer interactions with agentic AI that understands, guides, and automates complex banking conversations - safely and compliantly.

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About TSP for Account Aggregator

Next-Level Automation, Next-Level Experiences

Finnate Athena is an enterprise-grade agentic AI platform that empowers banks and financial institutions to design, validate, and deploy intelligent conversational agents for customer-facing and employee-facing workflows. Built on our proven zero-code foundation, Athena brings the power of Generative AI to regulated banking processes - without compromising on security, accuracy, or compliance.

TSP for account aggregator

What makes Athena different

UI-First Validation Lifecycle
Unlike platforms that expose untested AI directly to customers, Athena's unique "UI → API" approach lets your business experts validate every agent response through an intuitive interface before deployment. This de-risks AI adoption and ensures production-ready quality from day one.
LLM Agnostic Architecture
Your bank controls the technology stack. Athena integrates seamlessly with leading Large Language Models from OpenAI, Google, Anthropic, and others - using your API keys. Switch models as the market evolves without vendor lock-in or platform migration.
Enterprise-Grade Security & Auditability
Built with banking DNA. Role-based access control, end-to-end encryption (TLS 1.3, AES-256), comprehensive audit trails, and configurable data masking ensure Athena meets the rigorous standards of regulated financial institutions.
Grounded, Accurate Responses
Prevent AI hallucinations with Retrieval-Augmented Generation (RAG). Athena's agents draw answers exclusively from your curated knowledge sources - product policies, process manuals, compliance documents - ensuring every response aligns with your institution's guidelines.

From inquiry to outcome: AI-powered customer journeys

Retail Account Onboarding

Guide customers through account opening workflows with conversational AI that collects information, validates data, checks eligibility, and integrates with core banking systems - reducing onboarding time from days to minutes.

Loan Application Processing

Automate loan inquiry handling, document collection, eligibility assessment, and application pre-processing. Athena agents understand complex loan products and guide customers through multi-step applications with precision and empathy.

Customer Service & Support

Deliver 24/7 intelligent support for account inquiries, product information, transaction queries, and troubleshooting. Free your human agents to focus on complex cases while AI handles routine requests at scale.

Dormant Account Reactivation

Proactively engage inactive customers with personalized conversations that understand their needs, address concerns, and guide them through reactivation processes—driving portfolio growth through automation.

Account Maintenance & Updates

Streamline address changes, beneficiary updates, and service requests through conversational workflows that validate information, check compliance rules, and update systems in real-time.

Employee Knowledge Assistant

Empower your workforce with an AI agent that provides instant access to policies, procedures, product information, and regulatory guidelines—improving employee productivity and consistency across branches.

Built for banking, designed for scale

Multi-Agent Architecture

Create specialized agents for distinct workflows that can operate independently or be chained together for complex, multi-stage customer journeys.

No-Code Configuration

Business analysts and domain experts can design, test, and deploy agents without writing code—accelerating time-to-market and reducing IT dependencies.

Contextual Understanding

Advanced NLU handles non-linear conversations, recognizes multiple intents, detects sentiment and urgency, and maintains context across sessions.

Secure Knowledge Connectors

Ingest data from SharePoint, Confluence, Salesforce, CRMs, and core banking systems to create a governed, real-time knowledge base.

Comprehensive Analytics

Monitor agent performance, conversation flows, customer satisfaction, and task completion rates through real-time dashboards and detailed reporting.

Seamless Integration

REST APIs, pre-built connectors, and Apache Camel-based integration hub enable effortless connectivity with existing banking infrastructure.

Regulatory Compliance

Designed to support GDPR, data residency requirements, and banking regulations with built-in consent management, audit trails, and explainability features.

Auto-Scaling Cloud Architecture

Cloud-native microservices architecture scales horizontally based on transaction volume—ensuring performance during peak loads without over-provisioning.

Commercial loans

From design to deployment in weeks, not months

Step 1: Knowledge Base Setup
Connect Athena to your existing document repositories, policy databases, and knowledge management systems. Our platform ingests, indexes, and structures your content for AI consumption.
Step 2: Agent Configuration
Use the no-code UI to define agent personas, configure tools and workflows, setguardrails, and establish escalation rules. Business users control the logic—no developers required.
Step 3: UI-First Validation
Test agent behaviour through an interactive chat interface. Run what-if scenarios, validate responses against compliance requirements, and refine the agent until it meets your quality standards.
Step 4: API Deployment
Once validated, expose your agent as a secure REST API with one click. Integrate with web portals, mobile apps, branch kiosks, or contact centre platforms.
Step 5: Monitor & Optimize
Track performance in real-time, analyse conversation patterns, identify improvement opportunities, and continuously refine agent knowledge and behaviour.

Connects to your existing stack

Knowledge Sources: SharePoint, Confluence, Google Drive, Notion, Salesforce, Zendesk, Amazon S3
LLM Providers: OpenAI (GPT-4+), Google Gemini, Anthropic Claude, Grok, Azure OpenAI
Core Banking Systems: REST/SOAP APIs, database connectors
Identity & Auth: OAuth 2.0, SAML, LDAP/Active Directory
Monitoring & Logging: Grafana, Splunk, ELK Stack
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Ready to transform customer engagement?

Discover how Finnate Athena can help your institution deliver exceptional customer experiences while maintaining the security, compliance, and operational control that banking demands.
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