Vertix Cerebral

AI-Based Process
Automation for BFSI

Banking and financial operations rely on repetitive high-volume tasks that require accuracy and speed. Our AI-based process automation helps financial institutions handle these tasks intelligently to free your teams so they can focus on customers and decisions that matter.
We combine conversational AI, robotic process automation, risk intelligence, and lending automation into practical solutions built for banking. Each solution is designed around compliance, scale, and the everyday realities of BFSI operations.

ai solution

AI-Based Voice Solution

Our voice solution manages both inbound and outbound calls around the clock, giving customers zero wait time and consistent service quality. It understands intent, reads sentiment during conversations, and responds in the caller’s preferred language. The platform is built with deep vernacular AI capabilities, so it connects with customers across regions and languages. It is designed for banking compliance and auditability, with the scalability required by high-volume environments.
Here is where it delivers value:

Service calls

Resolve account and transaction queries instantly
service call

Sales calls

Cross-sell products with a personalised pitch for each customer
sales call

Collection calls

Support loan management and repayment follow-ups
collection call

Internal support

Assist with staff training and everyday queries
internal support
The focus is not automation for its own sake. It is about driving revenue, managing risk, and widening financial inclusion.

Robotic Process Automation

robotic automation

Manual rule-based work slows down banks and invites errors. Our Robotic Process Automation (RPA) takes over routine processes so they run reliably and consistently.
We automate:

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Digital onboarding and digital data entry of forms

kyc check

KYC checks, including identification and verification of documents

aml

AML screening and compliance tasks

account transaction

Account and transaction monitoring with reconciliation

training

Regulatory filings and internal training

This means fewer bottlenecks, steadier turnaround, and staff who can spend their time on higher value work.

Risk Management

risk management

Smart risk decisions need more than traditional records. Our risk management capability operates across large datasets to spot patterns that humans might miss.
Using predictive analysis based on behaviour, feedback, and pattern recognition, the system builds a fuller picture of each customer. It can also draw on non-traditional data sets such as social media profiles, utility payments, and mobile usage.

The result supports better decisions:

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Next Best Action (NBA)

Suggests the right step to retain and grow customer relationships

kyc check

Credit underwriting

Strengthens lending decisions with richer insight

aml

Churn management

Flags customers who may be at risk of leaving

account transaction

False positive reduction

Cuts down on unnecessary alerts, saving time and effort

AI-Driven Lending Platform

ai platform

Lending involves many moving parts from the first application to final repayment. Our AI-driven lending platform brings the full journey together into a single automated flow.
It integrates with your LOS and LMS and handles digital onboarding with AML and KYC verification from the start. AI-powered underwriting, supported by risk and affordability models and risk scoring, helps you assess applications with assurance.
The platform manages the complete lending lifecycle:

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Repayments and statements

kyc check

Renewals, restructuring, and arrears handling

aml

Multilingual collection with reminders and behavioural nudges

account transaction

Agent workflows that keep your teams aligned

Everything runs end to end, giving lenders a clearer, more consistent process from application to closure.

Turn AI Into Operational Advantage

Every institution has its own processes, priorities, and pressures. We work closely with you to
understand where automation can make the biggest difference and shape a solution around your needs.
Get in touch with us today to discuss your automation requirements.

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