Use Case

Financial Services: AI-Powered Automation for Banking, Insurance & Investments

Financial Services: AI-Powered Automation for Banking, Insurance & Investments

Transform financial operations with AI-driven automation, enhanced compliance, and smarter decision-making.

Ready to Transform Your AI Initiatives ?
Financial institutions operate in a highly regulated, data-intensive environment. DXwand’s AI solutions provide secure, compliant, and efficient automation for banking, insurance, and investment firms—helping them streamline operations, enhance fraud detection, and improve customer engagement.

DXWand Empowers the Financial Ecosystem

Financial Product Validation Agent

Accelerates product applications by validating income verification documents, eligibility criteria, and compliance requirements in real time.

KYC & AML Compliance Automation

Automate document validation, identity verification, and fraud detection to enhance security and regulatory compliance.

AI-Powered Banking Assistants

Automate customer interactions by providing instant banking support, transaction summaries, and financial insights through chatbots and virtual assistants.

AI-Driven Investment Insights

Analyze market trends, portfolio risks, and investment opportunities using AI-powered financial analytics.

Automated Claims & Dispute Resolution

For insurance providers, AI-powered automation can process claims, validate documents, and settle disputes efficiently

Stock Market Agents

For brokers and stock management firms, an Agent that can automate customers' asks and transactions on high demanding market specially during IPOs

Watch ORXTRA AI Agent In Action
In This Demo

Scoring Criteria & Proposals Scoring

ORXTRA AI Agent automatically extracts scoring criteria,, helps you manage it and scores all proposals automatically in details.

Proposal Highlights

ORXTRA AI Agent shows in details reasoning behind each score, showing also pros and cons.

In This Demo

RFPs Automatic Generation

ORXTRA AI Agent automatically generates RFP based on user asks and automatically retrieving data from company knowledge-base and policies

Preview & Verification

ORXTRA AI Agent shows in details the impact on the output RFP and also checks for compliance with relevant laws and policies.

In This Demo

Full Resolution & Automated Troubleshooting

ORXTRA AI Agent automatically extracts scoring criteria,, helps you manage it and scores all proposals automatically in details.

Personalized Connected Experience

ORXTRA AI Agent fully connected with all systems and only has a knowledge-base, like any agent, it autonomously decides based on this user case what to do and keeps engaging to validate to resolve

In This Demo

Generative Customer Service Insights

ORXTRA helps managers to know instantly all insights about this customers interactions with just any question

Dynamic Generation of Queries & Charts

ORXTRA AI Agent fully capable of automatic generation or queries and charts that answers the staff question

In This Demo

Full Resolution & Automated Troubleshooting

ORXTRA AI Agent automatically extracts staff relevant information to the case, troubleshoots with all systems according to knowlede-base and comes to resolution.

Personalized Connected Experience

ORXTRA AI Agent fully connected with all systems and allows to perform actions according to company policies and systems' statuses in a conversational experience.

Your AI Journey Starts Here
Let ORXTRA empower your workflows with AI that’s compliant, efficient, and built for your industry.

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