Retail banking
Account lifecycle, payments, cards, KYC and digital channels. 14 templates covering the front office.
Agent Studio
BFSI Templates
50 templates covering retail banking, lending, insurance, capital markets, compliance and digital channels. Each template comes with domain guardrails, recommended tools and a starting autonomy level so you go from blank page to tested draft in minutes.
- BFSI templates
- 50
- Sub-verticals
- 6
- Use cases covered
- 50
- Time to first draft
- < 5 min
Coverage
Six sub-verticals, 50 use cases.
The BFSI pack covers the most common agent jobs across banking, financial services and insurance. Each sub-vertical has templates for the workflows that matter most.
Lending
Origination, servicing, restructuring, recovery and mortgage. 10 templates for the lending lifecycle.
Insurance
Claims, policy management, renewals, pre-authorization and lead generation. 12 templates across life, health, motor and travel.
Capital markets
Trading, portfolio management, advisory, mutual funds and retirement planning. 8 templates for wealth and markets.
Compliance
AML screening, sanctions, fraud alerts and regulatory reporting. 4 templates for compliance operations.
Digital channels
Digital onboarding and UPI support. 2 templates for mobile-first banking.
Full template list
Every template in the pack.
Browse the complete list by sub-vertical. Each template is a production-ready starting point with procedure, guardrails and tool recommendations.
Retail banking
14 templates
- Account opening
- Account closure
- Account statement
- Balance inquiry
- Beneficiary update
- Card blocking
- Cheque services
- Digital onboarding
- Fund transfer
- KYC verification
- NEFT and RTGS
- Payment dispute
- UPI support
- Wire transfer
Lending
7 templates
- Education loan
- EMI restructuring
- Loan origination
- Loan recovery
- Mortgage support
- Vehicle loan
- Credit card support
Insurance
11 templates
- Claims processing
- Group insurance
- Health pre-authorization
- Insurance lead
- Life surrender
- Motor claims
- Policy endorsement
- Policy inquiry
- Policy renewal
- Premium calculator
- Travel insurance
Capital markets and wealth
12 templates
- Bond investment
- Demat support
- Equity trading
- Financial planning
- Forex advisory
- IPO subscription
- Mutual fund
- Portfolio review
- Retirement planning
- SIP management
- Tax advisory
- Wealth advisory
Compliance
4 templates
- AML screening
- Fraud alert
- Regulatory reporting
- Sanctions screening
Digital channels
2 templates
- Digital onboarding
- UPI support
Getting started
From template to running agent in four steps.
Pick a template
Browse the BFSI category or search by use case. Each template is tagged with its sub-vertical and channel.
Customise
Adjust the procedure to your operation. Add your CRM connector, tune the guardrails and set the autonomy level.
Test
Dry run catches wiring errors. Test drive lets you talk to the agent. Evals score it on cases from your domain.
Launch
Pass readiness checks, get owner sign off and deploy at shadow. The agent earns its way to higher autonomy.
What comes next
More verticals coming
The BFSI pack is the first vertical template release. Future packs will cover healthcare, telecom, government services and utilities. Each pack follows the same pattern: domain templates with guardrails and tools pre-wired.
FAQ
Common questions about BFSI templates.
They are production-ready starting points. Each template has a procedure, domain guardrails, recommended tools and an autonomy level. You customise the procedure and connect your systems before launch.
Templates for KYC, NEFT/RTGS, UPI and other India-specific use cases include the relevant regulatory guardrails. You review and adjust them for your specific compliance requirements.
Each template produces a standalone AOP. You can reference patterns from one template when building another. For workflows that span multiple agents, each agent gets its own profile.
The template library grows with each vertical pack. The BFSI pack added 50 templates at once. Future packs will cover healthcare, telecom and government services.
Deploy a BFSI agent in one session.
Pick a template, connect your systems and run the first test drive together.