AI Workers for BFSI
AI workers for banking, financial services, and insurance, governed to the standard regulated lenders and insurers actually need.
Sales
AI Sales Development Worker
Qualifies inbound leads, enriches accounts, and books meetings for your closers.
AI Lead Generation Worker
Builds and enriches targeted prospect lists that match your ideal customer profile.
AI Inbound Qualification Worker
Responds to every inbound enquiry in seconds and routes only real opportunities to sales.
AI CRM Hygiene Worker
Keeps your CRM clean, complete, and current without anyone having to nag the team.
Marketing
AI Content Marketing Worker
Plans, drafts, and schedules on-brand content across your channels.
AI Performance Marketing Worker
Runs, monitors, and optimises paid campaigns against your target ROAS.
AI SEO Worker
Finds opportunities, briefs content, and tracks rankings so organic traffic compounds.
AI Social Media Worker
Runs your social calendar, publishes on schedule, and engages the inbound.
Customer Support
AI Customer Support Worker
Resolves tier-1 queries across channels and escalates the rest with full context.
AI Helpdesk Triage Worker
Reads, categorises, and routes every incoming ticket to the right queue in seconds.
AI Voice Support Worker
Handles inbound and outbound calls, captures intent, and follows up over WhatsApp.
Finance and Accounting
AI Accounts Payable Worker
Processes invoices, runs three-way match, and schedules clean payments end to end.
AI Accounts Receivable Worker
Raises invoices, chases collections, and reconciles receipts so DSO comes down.
AI Reconciliation Worker
Reconciles bank, ledger, and settlement data daily and surfaces only the breaks.
AI GST and Tax Worker
Prepares GST workings, reconciles input credit, and keeps filings on schedule.
AI FP&A Worker
Builds budgets, refreshes forecasts, and explains variance without the spreadsheet marathon.
Human Resources
AI Recruitment Screening Worker
Screens applicants against the role brief and schedules only the right interviews.
AI Employee Onboarding Worker
Runs new-hire onboarding end to end so day one is ready before they arrive.
AI Payroll Support Worker
Prepares payroll inputs, validates them, and answers employee pay queries.
Operations
AI Operations Analyst Worker
Compiles operational reports, spots anomalies, and routes them to the right owner.
AI Document Processing Worker
Reads documents, extracts the data, and pushes it into your systems accurately.
AI Scheduling and Coordination Worker
Coordinates schedules, resources, and reminders so nothing slips through.
Procurement
AI Procurement Worker
Floats RFQs, normalises quotes, and builds the comparative for the buyer.
AI Vendor Management Worker
Onboards vendors, tracks performance, and keeps documentation current.
Compliance and Risk
AI Compliance Monitoring Worker
Watches transactions, filings, and obligations and flags risk to a named reviewer.
AI KYC and Onboarding Worker
Runs KYC checks, screens risk, and onboards customers with a clean audit trail.
Data and Analytics
AI Data Analyst Worker
Builds dashboards, answers data questions, and explains what changed and why.
AI BI Reporting Worker
Owns recurring reporting end to end so leadership always has fresh numbers.
IT and Engineering
AI IT Helpdesk Worker
Resolves common IT requests, resets access, and escalates the rest with diagnostics.
AI Bug Triage Worker
Triages incoming bugs, labels and routes them, and drafts the first response.
Don't see the worker you need for BFSI?
We build workers fine-tuned to your processes. Tell us the role and we will scope it.