Overview

All the power of the leading No-Code platform, combined with Generative AI for the creation of autonomous agents. Simplify the orchestration of complex financial workflows with Pipefy. Autonomous AI Agents for Financial Services that work for you. From automating workflows to creating autonomous AI agents. More than 54% of banks have already implemented generative AI solutions, and this is just the beginning! High investment in process review, simplification and automation. Application of analytical intelligence for business generation and advanced personalization. Accelerate time to market with one of the lowest TCO on the market, improve team efficiency and customer experience by orchestrating complex financial flows with Pipefy’s autonomous AI agents.

Use cases

Financing

Connect data sources into a robust decision support engine.

Loans

Simplify loan applications while adhering to regulatory requirements with AI Agents for data collection and analysis.

Credit

Get real-time insights for faster loan approvals with better risk management.

Onboarding

Automate KYC workflows to quickly collect and validate information, freeing teams to focus on what really matters, the customer experience.

Compliance

Enable compliance teams to easily adjust workflows in response to changing regulations while keeping processes up to date.