AI for financial services with policy and evidence.

Support document analysis, service and teams with connected processes, defined access and human review. Plan integrations, security and compliance from the start.

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A team reviews records beside a data environment with controlled access. — ZILD PLATFORMTrust at every operational step.
Access, decisions and evidence under human oversight.

Processes and agents for IA para serviços financeiros com política e evidência.

Select a department and expand a process to see suggested agents. Click an agent to explore its objective and suggested configuration.

Commercial

2 processes

01Opportunity2 agents

CRM, needs and interactions

02Presales2 agents

Requirements, catalog and technical documentation

Illustrative workflows: steps may run in parallel. Tools and integrations are suggestions to configure according to your company’s systems, access and approvals.

Take the next step with a practical guide.

Start with an administrative or operational process relevant to your organization. These guides help define data, integrations, owners and evidence; adapt the pilot to your systems and industry requirements.

Organize reconciliations and financial close Track documents and pending items by email Inventory AI use and assign accountable owners

Account context

The operation uses profile, history, product and policy to guide action.

Active outreach

Collections and follow-up follow tone, window, policy and evidence.

Audit

Decisions, exceptions and outcomes remain reviewable by compliance and leadership.

Policy

Collections

Audit

Industry case

Choose a case with clear risk and an operational owner.

The industry changes the constraint. The first decision is still the workflow: intake, rule, owner, proof and next action.

Map the industry case