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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