Banking
Scale banking support
across end customers, financial advisors, branch, and back-office teams
Human-in-the-loop AI agents embedded in customer operations to deliver consistent answers, reduce friction, and ensure full auditability across channels
Customer support
quality & efficiency
Customer Satisfaction
First Contact Resolution
Average Handle Time
Advisory network performance
Conversion rate
Active selling time
Consistency & suitability
Branch & back- office throughput
Case handling cycle time
Rework
Audit readiness
The agentic shift in banking
From scripts and static workflows to a governed digital workforce
Move from "smart replies" to agentic systems that orchestrate workflows end-to-end, learn from expert feedback, and stay auditable through human-in-the-loop governance.
Cut handling time and reduce wrap-up effort
Orchestrate workflows end-to-end
Improve continuously with auditable learning
Call / Contact Center
Context & Pain
Complexity and Inconsistency in Interactions
Fragmented context across app, branch, and legacy systems
High wrap-up effort: case notes, handoffs, documentation
Compliance pressure: consistent doubts about "what to say / not say"
Solutions
AI That assists, learns, and scales scross channels
Fragmented context across app, branch, and legacy systems
High wrap-up effort: case notes, handoffs, documentation
Compliance pressure: consistent doubts about "what to say / not say"
WHAT IMPROVES
Customer Satisfaction
First Contact Resolution
Average Handle Time
Quality Assurance & compliance
BRANCH AND CONSULTANT COPILOT
Grounded in product, policy, and process
Context & Pain
Policy and Compliance Disarray
Complex product rules spread across multiple systems
Compliance requirements for client conversations
Time spent searching for policy information
Solutions
Instant Compliance and Guidance
Instant answers with citations: eligibility, pricing logic, fees, required docs
Conversation guidance: approved wording, disclosures, suitability prompts
Next steps checklist + follow-ups saved into Customer Relationship Management notes
WHAT IMPROVES
Active selling time
Conversion rate
Compliance consistency
Lending & Application Operations
Document triage and policy checks
Context & Pain
Error-Prone, Manual Lending Workflows
Manual document review is time-consuming
Inconsistent policy application
High error rates in data extraction
Solutions
Instant Compliance and Guidance
Automated extraction and validation of documents
Policy checks and risk flagging
Case brief generation with recommended actions, review on exceptions only
WHAT IMPROVES
Cycle time
Rework
Consistency
Audit readiness
Integrate with Microsoft stack
and your core systems
Syllotips integrates with Microsoft Teams, Dynamics, Azure, and connects to core banking systems via APIs.
Deploy inside the tools teams already use.
Microsoft Teams
Microsoft Dynamics
Microsoft Azure
API & SDK
Enterprise-ready delivery & compliance
Built as a microservice architecture, deployable as SaaS or private cloud,
with enterprise-grade security and compliance posture (SOC2 Type II and ISO27001).
Marketplaces & procurement
Available on Azure Marketplace and other enterprise procurement channels for simplified purchasing.
Deployment & architecture
Microservices architecture deployable as SaaS or in your private cloud environment.
Security & compliance
Enterprise-grade security with SOC2 Type II and ISO27001 certifications.
Governed memory + human-in-the-loop
AI agents that improve without losing control
When confidence is low, Syllotips involves subject-matter experts; their feedback is learned into governed memory that progressively improves over time—without requiring months of costly knowledge-base build projects. Connect to the sources you already rely on, keep them current, and govern how knowledge becomes approved guidance.
Review & approve
Manual review before deployment ensures quality and compliance standards are met.
Feedback recording
Corrections captured as training data continuously improve agent performance.
Exception handling
Queues for complex queries ensure appropriate human involvement when needed.
Hand-off mechanisms
Escalation to Information Technology Service Management / Subject Matter Experts maintains quality for edge cases.
