The AI Operator for Financial Services

Eloquent AI executes regulated workflows end to end in your existing systems, with complete audit trails and up to 96% automation. No APIs or engineering required.

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From procedure to production, under your control

Your team decides what an Operator does, tests it against real history, and releases it one step at a time. No APIs or engineering project required.

  • Record a workflow once or upload the procedures you already have. Eloquent AI turns them into ESOPs: step-by-step operating procedures your Operators follow exactly, with guardrails and owners attached.

  • Replay thousands of historical and synthetic cases against a new Operator. See accuracy, policy adherence and escalations before a customer ever does.

  • Route a small share of live requests to the Operator, compare it with your team, and widen the rollout as the evidence builds. Every stage needs an approval.

  • Each step an Operator takes is logged with the evidence behind it. Recommendations show where a procedure can be tightened or a new workflow is worth automating.

Train · ESOPs

Card unfreeze: travel block

v14 · Approved
  1. 1

    Verify the customer with an app push before any card change.

    Okta
  2. 2

    Look up the card and the rule that froze it.

    Core banking
  3. 3

    If the block is travel-related, match merchant and location against the travel notice.

    Unit21
  4. 4

    Unfreeze the card and confirm the write-back.

    Core bankingRequires step 1
  5. 5

    Reply to the customer and attach the evidence pack.

    Outlook
Guardrail: escalate if the card shows two or more fraud flags
“Eloquent AI empowered our operations team to automate support end-to-end, without engineering or APIs. We record a workflow once, and Eloquent AI executes it flawlessly thousands of times every month. It dramatically accelerated our automation roadmap by eliminating the need to build APIs for every automation.”
Victor TrokoudesCEO, Plum

AI operating system you can bank on

One AI Operator across your financial operations. Front office to back office, the same Operator receives each request and completes the work. No handoffs, no APIs, no engineering.

Grow the Business. Not the Headcount.

  • FDIC insured bankAccount opening time reduced by94%
  • Global consumer lenderOperational cost savings with Eloquent AI in first year$12.3M
  • Global investment platformCost reduction per workflow in investment operations11.2x
  • Leading mortgage lenderMortgage applications reviewed by Eloquent AI100,000+
  • Global asset platformHours saved per year in customer operations72,000 hours
  • Leading business insurerBroker operations completed without a handoff82%

Works inside the systems you already run

Operators use your existing tools the way your team does: core banking, risk and compliance data, CRM, service desks, email and payments. No rebuild and no new APIs.

  • Finastra
  • Temenos
  • Oracle
  • NICE Actimize
  • FIS
  • Fiserv
  • Jack Henry
  • FICO
  • Thomson Reuters
  • Equifax
  • Moody's
  • Refinitiv
  • Dow Jones
  • LexisNexis
  • Nasdaq Verafin
  • Alloy
  • Unit21
  • Prelim
  • ServiceNow
  • Salesforce
  • SAS
  • nCino
  • NICE CXone
  • SAP
  • Intercom
  • Zendesk
  • Okta
  • HubSpot
  • Outlook
  • Stripe
  • WhatsApp
  • Notion

Bank-grade security and controls

Eloquent AI’s Mission Control brings deterministic guardrails, QA on every action, and complete audit trails together in one powerful control layer. CISO-approved and regulator-ready from day one.

Read our data processing addendum
  • SOC 2 Type II
  • ISO 27001
  • GDPR Compliant
  • Zero Data Retention
  • PII Masking
  • Enterprise Deployment

Insight for operations leaders

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