Digital Workers for Banking & Financial Services
Reinventing how financial institutions work to stay competitive in the AI era
Maisa’s Digital Workers help banks and financial institutions streamline operations, enhance compliance, and deliver value at every customer touchpoint.
Proven Impact Across Every
Function With Digital Workers
Consumer/Retail Banking
Customer services are improved by automating processes like account origination, KYC/AML, loan processing, card fulfillment, or dispute handling.
This cuts manual work and compliance risk, while speeding up onboarding and delivering a better customer experience in different channels.
Institutional & Wealth
Core activities in research, trading, corporate finance, and wealth management become more efficient with Maisa’s Digital Workers on the team.
Support extends to trade finance, power of attorney, account servicing, clearing, fund reporting, equity research or regulatory checks, among other use cases.
Enterprise Operations
Internal efficiency is strengthened by automating shared services, supply chain, and global functions.
Finance, HR, procurement, compliance, and IT operations become faster, more accurate, and more cost-effective, freeing teams to focus on strategic priorities.
Are AI agents ready for Banking and Financial Services?
Understand what AI agents must have to operate safely and compliantly in highly regulated industries.
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Driving Practical Results:
A Closer Look at Digital Workers in Action
- Banking & Financial Services
Trade Finance
Explore this Use Case: Trade FinanceA leading global bank’s Corporate and Investment Banking division transformed one of its hardest processes to automate with traditional technology. Trade finance verification had resisted automation for years due to the complexity and variability of documents such as contracts, invoices, and certificates. Using Maisa Digital Workers, the bank digitized and streamlined the entire process, accelerating transaction turnaround, reducing manual review, and ensuring regulatory compliance at scale.
6xcapacity increase-80%processing time93%automation rate
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Why Leading Banks and
Financial Institutions choose Maisa
Trust & Auditability
Transparent and verifiable actions ensure compliance, while built-in hallucination resistance delivers accurate, trustworthy outcomes.
Scalability by Business Teams
Natural language onboarding empowers business teams to deploy Digital Workers themselves—driving adoption and results across the organization.
Security & Governance
Built to protect sensitive financial data with enterprise-grade safeguards, strict governance controls, and industry-leading security practices.
Onboard your first Digital Worker today