INDUSTRY · BANKING & FINANCIAL SERVICES

What AI agents can do inside a bank

Internal-policy search, KYC/AML case prep, assisted commercial credit. This is what an AI agent can do inside a bank, with the governance and audit trail a regulator expects, and no data sent to outside model providers.

Inside your own systems No data to outside model providers Every action recorded Built for CMF / AML review
These are workflows an AI agent can run. The exact scope is defined with your team
WHAT AI AGENTS CAN DO

Three workflows, from quick win to company-wide

Start with one workflow that pays for itself, then expand on the same private, governed platform. No new vendor cycle each time.

01 · START · POLICY SEARCH

Internal policy and regulation search

Answer staff and compliance officers on what the current internal policy and the applicable regulation say, in plain language, always citing the source.

ask in plain languagesearch policyfind regulationcite sourceanswer
02 · EXPAND · KYC / AML

KYC/AML case prep and alert review

Consolidate customer information, documents and PEP / adverse-media screening, draft the alert memo, and propose a disposition with the supporting evidence. Approval stays human.

gather KYCscreen PEP / newsbuild memopropose dispositionanalyst approves
03 · SCALE · CREDIT OPS

Assisted commercial credit operations

Assemble the credit file (financials, collateral, covenants, internal models), draft the risk report with its support, and monitor covenants after disbursement, raising alerts.

assemble filerun modelsdraft risk reportmonitor covenantsalert
SCOPE

These are workflows a Fogoarai AI agent can run inside a bank. They are illustrative of the capability. The exact workflow, systems and success metric are defined with your team. Fogoarai already has use cases running in production today.

HOW FOGOARAI DOES IT

The same engine behind every workflow

In banking, nothing ships until it passes the security review, so governance and audit are the capability everything else stands on.

GOVERNANCE · LEADS HERE

Governance and compliance

Every action is tied to a real user, gated by policy, approved where it matters, and recorded in an immutable audit trail your security and compliance teams can review.

RAG · KNOWLEDGE

RAG · knowledge synthesis

Agents read your internal archive (documents, manuals, regulations, prior cases) and answer with citations to the source. Private embeddings, served locally inside your network.

DATABASES · NL→SQL

Database reads · NL→SQL

Ask your databases in plain language. A fine-tuned local model turns the question into validated SQL. No BI ticket, and no data leaves the network.

SMALL MODELS

Agents trained on small models

Small specialized models handle the repetitive work (classify, extract, validate, summarize) at a fraction of frontier cost, escalating to frontier models only when the task needs it.

See how the engine works in depth
GOVERNANCE

Built to pass your security review

Built around what a bank’s CISO, risk and compliance teams require. The audit trail the CMF and the UAF expect for every AI-assisted decision.

G.01Role-based access controlACTIVE
G.02Tool allowlists and action boundariesACTIVE
G.03Human-in-the-loop approval flowsACTIVE
G.04Full audit logs for model + tool callsACTIVE
G.05Structured output validationACTIVE
G.06Sensitive data redactionACTIVE
G.07Versioned prompts, models, policies, workflowsACTIVE
G.08Evaluation gates before production deploymentACTIVE
G.09Continuous monitoring after deploymentACTIVE
See the full governance model
GET STARTED

Put an AI agent to work inside your bank

Start with internal-policy search (low risk, fast to scope, easy to pass review), then expand into KYC/AML and credit ops on the same governed platform.

Goes straight to the founder. No sales team
PILOT WORKFLOWone workflow · scoped together
DURATION90 days
DEPLOYMENTyour VPC or on-prem

DATAstays inside your network
APPROVALSyour people, your rules
SUCCESS METRICcost saved · quality held

STATUS● READY TO SCOPE