Finance

Using agentic AI to improve financial services operations and customer experience

Agentic AI supports day-to-day operations and customer-facing workflows across the lending lifecycle, helping teams make faster decisions and deliver more consistent customer experiences.

Why the human is still essential here

Operations and customer teams still handle escalations, interpret edge cases, monitor outcomes, and decide how AI-assisted workflows should be applied to customers and business processes.

How people use this

Borrower self-service assistant

AI answers loan-status questions, collects missing documents, and guides applicants through next steps across the lending journey.

Salesforce Agentforce for Financial Services / NICE CXone Mpower

Call center agent assist

AI summarizes borrower history and suggests compliant responses during application-support or servicing calls so agents can resolve issues faster.

NICE CXone Mpower Copilot / ServiceNow Now Assist for FSO

Dispute and servicing case summaries

AI prepares case notes, recommended actions, and customer communications for payment issues, disputes, or post-decision servicing tasks.

ServiceNow Now Assist for FSO / Salesforce Financial Services Cloud

Need Help Implementing AI in Your Organization?

I help companies navigate AI adoption -- from strategy to production. Whether you are building your first LLM-powered feature or scaling an agentic system, I can help you get it right.

LLM Orchestration

Design and build LLM-powered products and agentic systems

AI Strategy

Go from idea to production with a clear implementation roadmap

Compliance & Safety

Build AI with human-in-the-loop in regulated environments

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Latest community stories (1)

News

Big news unveiled today at Money20/20 to help clients within financial services organisations, safely scale agentic AI across the lending lifecycle

Big news unveiled today at Money20/20 to help clients within financial services organisations, safely scale agentic AI across the lending lifecycle

The Agent Operating System™ is a trusted agentic AI layer within the Experian Ascend Platform, designed to help financial services organisations move successfully beyond AI experimentation and safely scale agentic AI to transform decision-making, customer experiences, and day-to-day operations.

Vijay P. Mehta, General Manager AI, Experian Software Solutions, said: “It brings together our unique data, advanced analytics, decisioning expertise and embedded governance within the Ascend Platform to help organisations deploy AI with confidence.”

Read the full media release here: 🔗 https://lnkd.in/eBysyVES

ExperianGlobal data and technology company

Jun 2, 2026