- Award-Winning Agentic Automation For Banking And Financial Services
Agentic Automation For Banking And Financial Services
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Identity and Access Management in Automated Banking Systems
With RPA + AI, Techling assists banks and other financial services companies in automating identity and access controls on core platforms. Joiner-mover-leaver operations are implemented continuously, the permission to access is determined according to the policy, and the detailed audit trail is stored to be reviewed by the regulations. Automation lowers the risk of manual error, provides least-privileged access, and ensures changes of access remain in line with organizational and regulatory needs.
Discover The Impact Of Agentic Automation In Banking
Loan Origination
An Agentic financial services automation platform automates the process of loan origination by integrating credit checks, document verification, approvals and disbursement across systems. It saves processing time, reduces the number of follow-ups made manually and makes policy-based decisions and escalates exceptions to credit officers where judgment is needed.
Know Your Customer (KYC)
The use of agentic automation helps in the KYC business process to coordinate identity checks, document checks, risk rating and approvals within compliance systems. It assists in the work of the teams with great volumes of work, lessening backlogs, and preserving clean audit trails in the eyes of regulators without abolishing the human factor in high-risk cases.
Wealth Management Client Onboarding
Intelligent automation for banking simplifies the onboarding of wealth management, integrates client data collection, suitability screening, account creation, and internal authorization. Relationship managers also have less time to spend on paperwork and more on client engagement whereas operations teams have consistency, visibility, and conformity at all onboarding workflows.
Transform and Innovate with Fraud Detection Automation at Techling
Financial institutions collaborate with Techling to make complex processes easier, react more quickly to change, and modernize key processes in banking and financial services. We have created our agentic automation to support real-world environments legacy systems, regulatory limits, and operations at scale without affecting them.
Boost Operational Efficiency
Eliminate manual effort through end to end orchestration of core banking processes. The agentic automation will eliminate delays in the handoff, rework and fragmented tools, allowing teams to work faster and more routinely at scale.
Manage Risk with Confidence
Improve risk management by embedding controls, validations, and monitoring directly into automated workflows. Structured decision logic and data-driven insights help minimize errors, support compliance, and maintain clear audit trails.
Enable Practical Innovation
Transform raw and disjointed data into actionable information that makes it possible to make better decisions and enhance client experiences. Automation allows innovation without requiring teams to change current systems or processes.
One Integrated Approach, Not Point Solutions
Rather than being separate products, Techling provides a single automation strategy that brings processes, data, and decisions together- putting financial institutions on a path of modernizing operations without being overly complex.
Industries We Serve
Banking Automation Solution Areas
Lending
Systems automate loan origination, simplifying credit checks, document verification, loan approvals and disbursements. By agentic orchestration, lending teams cut turnaround times and policy controls and human review of exceptions.
Business use cases:
- Origination
- Loan processing
- Underwriting
- Funding
- Administration and monitoring
- Default management
Customer Experience
Banks reduce the process of onboarding and service requests by using KYC workflow automation, organizing identity checks, document collection, approvals, and system updates. Scalable financial services automation offers the same experience even at high levels.
Business use cases:
- Account maintenance
- Data extraction
- Customer support
- Onboarding and account setup
- KYC and due diligence
- Fees and chargebacks
- Account closure
- Cash deposit/withdrawal
Cards and Payments
Payments and card transactions are advantageous through agentic orchestration linking transaction processing, reconciliation, exceptions and dispute management. Ready-to-use banking automation systems facilitate the minimization of delays and human access in the large-scale payment process.
Business use cases:
- Prospecting and applications
- Processing and approvals
- Payments and settlement
- Collections and servicing
- Dispute and fraud management
- Network management
Happy Clients Worldwide
Business Success Stories
CazVid partnered with Techling (Private) Limited to scale their video-based job platform. They revamped the backend, added cross-platform access, and introduced key features. We got 40% revenue boost, global expansion, and a faster, more engaging user experience. The team were very professional, reliable, and easy to work with.
- Wesley Bouwmeester
- COO | CazVid
From small businesses to large enterprises, our testimonials highlight the transformative experiences and the tangible value we deliver.
Techling (Private) Limited provided app development services for a fashion rental platform, successfully fixing existing bugs and enhancing the app’s functionality. The team was highly responsive, professional, and easy to work with throughout the project. Their reliability and smart approach ensured a smooth collaboration and a functional end product.
- Nicolo Clerico
- COO | Dress Up
From small businesses to large enterprises, our testimonials highlight the transformative experiences and the tangible value we deliver.
Our Happy Clients
Clients onboarded. Loans originated. Trade exceptions resolved.
Using a Bank AI automation platform, processes can flow smoothly through onboarding to exception handling and leave teams free to make high-value decisions.
Client Testimonials
FAQs
Traditional RPA automates individual tasks, while agentic automation manages entire workflows. It can decide what to do next, escalate issues, and adapt when processes change.
Banks use it in loan origination, KYC, payments, fraud monitoring, and exception handling. It helps teams manage high volumes without relying on manual coordination.
No. Agentic automation handles routine work and routing, while humans remain involved in approvals, risk decisions, and complex exceptions where judgment is required.
Agentic automation embeds controls, logging, and approvals into workflows. This creates clear audit trails and consistent execution that supports regulatory and compliance requirements.
Awards & Recognition
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USA Address
Address: 6001 W Parmer LN STE 370 # 290, Austin TX 78727-3908, USA
Phone: +1-737-307-3967
Mail Address: info@techling.ai
Pakistan Address
Address: Plaza # 6, Younas Shaheed Road Near Darul Barkat Hospital, Sheikhupura
Phone: +92 321-799-7148
Mail Address: info@techling.ai
