Challenges that are currently hindering operations
SLOW ANALYSES
Cuando la información del cliente está distribuida en múltiples sistemas sin conexión clara.
SCATTERED FILES
When each request requires manual work by analysts and the review of scattered documents.
HIGH OPERATIONAL WORKLOAD IN RISK AND COMPLIANCE
Cuando la información del cliente está distribuida en múltiples sistemas sin conexión clara.
THE NEED FOR TRACEABILITY AND CONTROL
Cuando la información del cliente está distribuida en múltiples sistemas sin conexión clara.
Areas where
we create value
Automatiza interacciones de alta frecuencia
Resuelve casos repetitivos y de baja complejidad con reglas, contexto e integración.
Asiste al agente humano en tiempo real
Sugiere respuestas, siguientes pasos, contexto de cliente y acciones recomendadas durante la interacción.
Evalúa conversaciones continuamente
Mide calidad, cumplimiento, sentimiento, escalaciones y oportunidades de mejora.
Escala con contexto completo
Cuando se requiere intervención humana, el caso llega con el historial, la clasificación y la información relevante.
RISK AND CREDIT ANALYSIS
Building a comprehensive profile of the applicant using structured and unstructured data.
REGULATORY COMPLIANCE
Monitoring operations, identifying risk patterns, and generating alerts.
OPERATIONAL AND DOCUMENTARY INTELLIGENCE
Compilation of documentation, records, and evidence to support operational decisions.
ANALYST SUPPORT
Assistance with reviewing, summarizing, prioritizing, and preparing cases.
Mobiik Solutions for Financial Services
RISK AND CREDIT ANALYSIS
Agents who build a comprehensive profile and make well-reasoned recommendations.
COMPLIANCE
Continuous monitoring, pattern recognition, and report generation.
OPERATIONAL AND DOCUMENTARY INTELLIGENCE
Consolidation of information with traceability and role-based permissions.
Specialized agents for financial services
Using Mobiik’s cognitive infrastructure, we deploy specialized agents that do more than just answer questions: they assess the context, consult multiple systems, recommend actions, and execute or escalate them according to governance rules.
RISK AND CREDIT ANALYSIS SPECIALIST
Builds a comprehensive profile of the applicant using both structured and unstructured data.
COMPLIANCE OFFICER
Monitor operations, identify risk patterns, and generate alerts or reports.
CASE MANAGER 360
Consolidates documentation, records, and evidence to support operational and regulatory decisions.
ANALYST SUPPORT SPECIALIST
Assists with reviewing, summarizing, prioritizing, and preparing cases.
Transform your Business with AI and Cloud Solutions
Core banking
CRM
BPM (Business Process Management)
Digital records
Documentary sources
Regulatory systems
How we
implement it
This solution is implemented within the AI Operating Program from Mobiik. We don't just set it up and walk away. We become an integral part of your operation.
FRAMEWORKS
MAIVA (strategy), AiiOps (construction), AVIVA (culture), CONEXA (adoption)
OPERATION
MaaS AgentOps: 24/7 observability, FinOps, quality gates, and continuous evolution
DEPLOYMENT
In your tenant. Your data, your control. Compatible with Azure, AWS, and Google Cloud.
