Banking
AI Agent Workflows for banks.
Agents prepare market briefs, reports and answers for your teams. Every step is logged, a person approves what goes out, and the data stays in your Azure tenant or Elevon EU cloud.
Audit trail · Human approval · Role-based access · Your Azure tenant or Elevon EU cloud
Agent
Customer AI Trust Monitor
Person
A named person reviews before anything leaves
Audit
Every step logged with a correlation ID
Approved and delivered
run_2026-10-19_0147 · traceable step by step
01Requirements
What a bank needs before an agent acts.
Five things risk, compliance and IT ask first. Each one is part of the platform, not an add-on project.
Every action an agent takes is logged with a correlation ID, so each output can be traced back step by step.
What is loggedEvery platform action: which agent ran, with which inputs, what it produced and who approved it. One correlation ID per run.Who sees itRisk, compliance and IT see the full log in the platform. It stays in your environment with the rest of the data.Runs in your Azure tenant or Elevon EU cloud. Each client gets its own isolated instance.
Your Azure tenantThe platform is deployed into your own subscription, with private endpoints. Sign-in through your Entra ID, users and groups synced with SCIM.Elevon EU cloudDedicated, isolated Azure resources for your organisation in Elevon's EU subscription. Not shared with other customers.Workflows can pause for a person. You decide per workflow what needs approval and above which threshold.
Per workflowApproval points are set per workflow: which step waits, who signs off and above which threshold.In the logThe approval itself is part of the audit trail, with the person and the time.Admin, owner and operator roles. Sign-in through Entra ID, users and groups synced with SCIM in your tenant.
RolesAdmins manage the instance, owners manage their workflows, operators run them. Nothing more than the role allows.IdentityYour Entra ID owns sign-in: SSO, app roles and SCIM provisioning. Access follows your directory.OpenAI, Anthropic Claude, Azure OpenAI, Perplexity or your own API keys. Open-weight and private models on request.
Your keysBring your own API keys, so usage runs under your contracts and limits.Private modelsOpen-weight and private models on request, for workflows that must stay inside your boundary.
02Use cases
Eight AI Agent Workflows that fit banking.
All run on the same platform, with the same log, roles and approval rules. Open one to see what goes in and what comes out.
Customer Service
Customer AI Trust Monitor
Checks every automated customer interaction for quality, compliance and tone, and keeps an auditable record.
Runs on the Elevon platform
Marketing
AI Competitive Intelligence Agent
Watches competitors' prices, products, campaigns and web changes, and delivers a structured brief.
Runs on the Elevon platform
Marketing
Content Factory
From market data to newsletter, push message and visual, with a compliance sign-off before anything is sent.
Runs on the Elevon platform
Sales
Cross-sell Recommendations
Finds the next best product for each client from purchase history and usage, for advisers to act on.
Runs on the Elevon platform
Customer Service
Customer 360° Briefing
Pulls CRM, helpdesk, billing and chat into one briefing with history and a suggested next step.
Runs on the Elevon platform
Finance
FP&A Forecast Assistant
Pulls actuals, compares them with the budget and writes variance reports with commentary.
Runs on the Elevon platform
Customer Service
Churn Risk Detector
Spots customers likely to leave from usage, contact frequency and sentiment, and suggests a save action.
Runs on the Elevon platform
Customer Service
Feedback Intelligence Pipeline
Collects feedback from all channels, sorts it by urgency and hands the team a prioritised action list.
Runs on the Elevon platform
42 AI Agent Workflows in total.
Any of them can run in a bank. These eight fit banking processes best.
Need something else? We build it for you.
The workflows are tailored to your bank. Start from a ready-made AI Agent Workflow and we adapt it to your systems, data and rules, or we design a custom workflow for the process you have in mind. Same platform, same log, same roles and approval rules.
- Ready-made and adapted
42 AI Agent Workflows ready to adapt. We connect them to your systems and set your rules and approval points.
- Custom for your process
A process nobody has packaged yet. We map it with you, build the workflow and run it under the same governance.
03How a bank starts
One process first. Then the next.
No large programme up front. You see one workflow run in your environment before deciding on more.
- 01
Pick one process
Together we choose one process with clear inputs and a clear owner, for example a weekly market brief or answers to customer questions. We start from a ready-made workflow when one fits, or design a custom one for your process. We write down where the data comes from and who approves the output.
You get: a one-page map of data sources, steps and approval points.
- 02
Pilot in your environment
The workflow runs in your Azure tenant or Elevon EU cloud, on your real data. A person approves every output before it goes anywhere. Risk and IT see the full log.
You get: a working workflow, its audit trail and a list of what to change.
- 03
Roll out
When the pilot holds, the workflow goes to the whole team. The next processes run on the same platform, with the same roles, log and approval rules.
You get: one platform for every next workflow, with the same controls.
Not sure which process to start with?Get an AI plan for your company
FAQ
Questions banks ask.
In your own Azure tenant with private endpoints, or in dedicated, isolated Azure resources in Elevon's EU cloud. You choose before the pilot starts.
Yes. Workflows can pause for a person. You decide per workflow what needs approval and above which threshold, and the approval itself is part of the log.
OpenAI, Anthropic Claude, Azure OpenAI, Perplexity or your own API keys. Open-weight and private models on request.
Both. You can start from one of the ready-made AI Agent Workflows and we adapt it to your systems and rules, or we design a custom workflow for a process of yours. Either way it runs on the same platform, with the same log, roles and approval rules.
The platform is designed to support your DORA and AI Act requirements: every action is logged with a correlation ID, a person approves what goes out, and roles define who can do what. Your compliance team decides what applies to each workflow; the platform gives them the evidence.
Yes. One process, one owner, a pilot in your environment. More processes join the same platform when the first one holds.
Next step
Start with one process. Keep full control.
A 30-minute call. We pick one banking process together and show how it runs with a full log and a person approving the output.