Relationship managers spend days seeking information to address commercial clients’ questions about a transaction or product spanning multiple departments and legal entities. Solution: Use Sentius to automate bespoke processes for dealing with different customer types or transactions. Each process can involve reading documents, working with bank systems, drafting emails, reading replies, and drafting answers or proposals for managers to review. Delegating research and drafting tasks to AI agents frees up days of effort from the managers and support teams.

The compliance team uses Sentius Studio to automate the collection and verification of data and documents involved in the enhanced screening of commercial transactions. The team can use Sentius Task Miner to teach Studio how to plan enhanced screening and select AI agents to complete individual checks. Sentius agents extract and structure data from correspondence and documents, use a browser and APIs to collect supporting data and documents from internal and external systems, draft client messages, prepare and save internal reports and present the results for a decision by a risk officer.

Forecasting payments for IT projects requires knowledge of payment terms, effort allocations and planned delivery dates. This information is stored in legal, scope of work and project planning documents. Scope and schedule are further modified using amendments, change orders or emails. Scattered and constantly changing information makes ongoing forecasting of project payments time-consuming and challenging to coordinate. Sentius Studio dramatically reduces AP forecasting risk and effort by automating the examination of multiple documents and systems, reconciling with suppliers and updating accounting and reporting systems.