Banking

Where a bank’s hardest workflows run end to end, with a record a regulator can read.

6 runbooks, 25 workflows

Borrower to decision

One borrower, from the first document to a signed committee decision. 5 workflows, then the committee.

Step 1 of 5
Borrower intake

Requests the pack, chases what is missing and checks every document against the list for the borrower's type, until the file is complete.

Inputs
The application, and the document list for the borrower's type
Output
A complete pack, every document named and dated
Gate
The committee, at the end of the runbook
the pack
confirmed figures
the rating
the draft memo
the verified memo

Each starts from a runbook we have built before, fitted to how your people work.

See the runbook

Change how your bank operates

Faster decisions

A credit file is ready for a decision when the credit officer arrives.

More volume, the same team

Bankers, service and operations each carry more, without the next hire.

Clients answered with the work done

A request is resolved end to end, not passed between desks.

Run your most critical workflows

Lending and credit

Intake, underwriting, approval and servicing across SME, mortgage and private lending, with the reasons on file.

Risk and compliance

KYC, due diligence and AML monitoring run against your policy. A person decides every exception, and the record keeps why.

Client onboarding and growth

From the first application to an account in use, and the next product offered at the right moment.

Payments and operations

Payments, reconciliation and case work, moving money and data on time and to the cent.

Why Runbook for a bank

We do not add a chatbot to your bank. We take a whole job into production, every person and system it touches, on one system every line of the bank reuses.

Frontier models, in production

Tested on your hardest cases before go-live and watched after it.

One system across the bank

Retail, SME, corporate and the shared operations beneath them run on the same layers.

Built for the regulator

Every decision keeps what it read, the rule it applied and who signed.

A team on your floor

We take it to production with your people, then they run and extend it with us.