Agentic AI for Financial Services

Modernize how your organization does business with agentic AI purpose-built for financial services. TQA helps reduce manual effort across complex workflows, freeing teams to focus on the high-value decisions and strategic initiatives that move your business forward.

Financial Services Is at an Inflection Point

Financial institutions face stricter regulation and rising expectations for faster client journeys. At the same time, institutions are held back by disconnected legacy systems and time-consuming manual processes. Agentic AI offers a way through. By taking over routine work and coordinating complex workflows, agentic systems help institutions operate faster, more efficiently, and at lower cost. Compliance becomes easier to maintain through consistent, automated controls applied at scale, enabling a more resilient model for digital transformation in finance.

43%

Of banking processes can be automated

30%

Possible reduction in costs achieved through agentic AI

100%

Accuracy in premium adjustment and reconciliation

Our Expertise

Agentic AI only works when it fits the realities of financial services. At TQA, our deep expertise and proven automation experience enable us to tailor agentic systems to fit the needs of your industry and business. By leveraging your existing systems, we protect your investment and lower the cost of entry, accelerating adoption of agentic AI in financial services without disrupting your infrastructure.

Consumer Banking

Retail banks face fragmented servicing channels, agonizingly slow lending cycles, and due diligence checks that drag client onboarding for weeks at a time.

At TQA, we implement agentic AI that accelerates timelines and streamlines your processes. Customers enjoy a smoother, connected experience, while your teams handle more volume without adding manual effort.

Commercial Banking

Commercial banks are judged by how smoothly they run core operations. Yet fragmented treasury systems and slow-moving credit processes make it hard to deliver the responsiveness clients expect.

We implement agentic systems that streamline commercial workflows. Systems that pull data from the right places, prepare it for decision-making, and advance cases without back-and-forth between teams. Clients see a bank that operates with efficiency and clarity, where teams have time to nurture customer relationships.

Insurance

A huge portion of insurance workflows can be handled by agentic AI, speeding up underwriting and claims while easing the load on operations.

Agents take over payment and reconciliation workflows, reducing manual touchpoints and supporting 100% accurate premium adjustments. They also bring policy and claims data into a single, auditable view and run automated checks on every claim, thereby improving fraud detection and lowering the cost of serving each customer.

Investment Management & Wealth Services

Reduce paperwork and give your advisors more time with clients and on revenue-generating activities. Our agentic systems streamline core workflows, connect fragmented platforms, and support compliance through a network of always-on, fully auditable AI agents.

By bringing all client data into a single pane of glass, advisors can generate reports faster and deliver higher-value insights. With smoother onboarding and quicker responses, clients experience the attentive service they expect.

Why TQA?

Our services cover every stage of your journey, whether you need support designing, implementing, or maintaining agentic systems.

Alongside our deep experience and expertise, we’re guided by a proven methodology that is applied by business and technology specialists who understand the demands of financial services.

01

IMPROVE RESILIENCE

Agentic AI helps your operations absorb volume spikes, staff constraints, and regulatory change. Core workflows keep running smoothly, even when the pressure is on.

02

UNIFY DATA

Scattered systems hide important information. Agents pull data into connected workflows so every team sees the full picture.

03

ENSURE COMPLIANCE

Regulation keeps growing. Headcount does not. Agents apply consistent checks and capture audit trails so compliance can keep pace.

04

UNLOCK POTENTIAL

Specialists are buried in admin. Agents handle preparation and follow-up, so your experts spend more time honing strategy or making business-critical decisions.

05

SUPERCHARGE EFFICIENCY

Operational drag eats into margins. Agentic AI takes on repeatable work, so processes run with less cost and effort.

06

SATISFY CUSTOMER EXPECTATIONS

Customers expect fast, simple service. Agentic workflows remove the friction behind the scenes, so interactions are smoother and more productive.

Our Financial Services Accelerators

Get a clear path to implementing agentic AI in your organization. From system design and strategy to implementation and maintenance, we can help you introduce agentic AI that fits your existing infrastructure and systems.

  • Agentic AI Strategy, Roadmap & Adoption
  • Professional Services
  • Managed Services

Set a direction for agentic AI that’s tailored to your unique business needs.

TQA business experts work with your leaders to identify use cases where agentic AI can have the most transformative impact, and the changes needed to deliver those outcomes.

You gain a clear roadmap for applying agentic AI and leading change across people, process, technology, and governance.

Learn how we embed agents in your enterprise

Turn your agentic AI strategy into working solutions.

TQA project managers, solution architects, developers, and business analysts take each AI program from idea through design, build, testing, and go-live so it works reliably in your existing environment.

We are technology agnostic and design systems that make the most of the technology investments you already have. We only recommend additional capabilities when they represent the best path forward.

Learn how we design custom agentic and automation solutions

Keep your critical AI and automation reliable and evolving once they are live.

TQA specialists maintain and continuously improve the solutions your business depends on, whether they were built by us or inherited from your teams and partners.

We work proactively to stay ahead of incidents and evolve your systems, expanding your capabilities and keeping you ready for what comes next.

Learn how we maintain solutions

Case Studies

How we’ve helped financial services organizations transform the way they work with agentic AI and automation.

Case study / Brit Insurance

Automating a new policy creation process

Read Case Study

TQA came highly recommended. Following the initial discussion, it was clear there was a good fit with similar values and culture. It feels like one team and we’re in it together – the wins and lessons learned.

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