HEALTH
Banking & Financial Services
AI-Driven Workflows for Faster, Safer, Scalable Banking.
AI Agents for Intelligent Banking Operations
Domain-trained AI agents that work alongside your teams to handle routine banking workflows, cross-system data tasks, and customer servicing with unmatched accuracy and speed. These agents eliminate swivel-chair work, reduce operational bottlenecks, and ensure decisions are backed by real-time insights.
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End-to-End AI Workflow Automation for Lending, KYC & Compliance
We transform fragmented financial processes into seamless, autonomous workflows. From document ingestion and risk checks to onboarding, underwriting, and regulatory reporting, CloudTern’s automation framework minimizes human intervention while maximizing transparency and auditability.
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Autonomous Finance & Back-Office Transformation at Enterprise Scale
Modernizes finance operations by automating reconciliations, settlements, reporting, exception handling, and cross-platform data movements. Our AI-powered orchestration turns traditionally reactive back-office functions into proactive, self-optimizing systems that learn continuously.
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About Us
“Transforming Financial Operations with Intelligent AI Automation”
Overwhelmed by intricate financial processes? CloudTern simplifies them for you!
CloudTern empowers banks, lenders, and financial institutions with AI-powered workflow automation, streamlining onboarding, fraud detection, and loan processing. Intelligent agents automate repetitive tasks, reduce errors, and accelerate decision-making. Enhance customer experiences with AI-Powered Customer Onboarding. Automated document verification, real-time KYC/AML checks, and risk scoring ensure compliance while guiding applicants through a smooth onboarding process. Strengthen security with Intelligent Fraud Detection. Continuous transaction monitoring, anomaly detection, and automated investigations help prevent fraud, minimize losses, and generate compliance-ready reports. Optimize lending with Automated Loan & Credit Processing. AI-driven intake, credit scoring, and predictive modeling accelerate approvals, improve accuracy, and streamline collections. CloudTern combines AI intelligence with workflow automation to help financial institutions operate faster, smarter, and with precision.
Let’s work together
With the Banking & Financial Services industry entering a new era of intelligent transformation, CloudTern delivers AI-driven innovations that optimize operations, personalize client interactions, and mitigate risk.
About Us
What We Offer
AI-Enhanced Customer Engagement
Virtual Assistants for 24/7 Support
Personalized Financial Recommendations
Intelligent Query Routing
Omnichannel Customer Interaction
Sentiment & Behavior Analysis
Automated Notifications & Follow-Ups
Self-Service Transaction Capabilities
Seamless Customer Onboarding Automation
Document Extraction & Verification
Real-Time KYC/AML Screening
Dynamic Risk Scoring
Digital Form Guidance
Anomaly Detection
Regulatory Compliance Checks
Automated Approval Workflows
Advanced Fraud & Risk Intelligence
Continuous Transaction Monitoring
Pattern & Behavior Analytics
Predictive Fraud Scoring
Real-Time Alerts & Escalations
Anomaly Detection Models
Investigative Workflow Automation
Compliance-Ready Reporting
Smart Loan & Credit Processing
Automated Application Intake
Document & Income Verification
Intelligent Underwriting Assistance
Predictive Collections Management
Approval & Communication Workflows
Previous Projects
Our Case Studies
Banking & Financial Services
With GenAI, we redefine work through AI-Powered Automation Adoption
Discover a new level of precision and speed as GenAI redefines workflow automation
We are proud to share our expertise across the globe
Transform the way your business operates with AI Workflow Automation, AI Agents, and Agentic AI.
In today’s fast-paced market, manual workflows and disconnected systems slow growth. AI workflow automation replaces repetitive, time-consuming tasks with intelligent, streamlined processes that work across teams and tools. AI agents act like skilled digital team members – communicating, reasoning, and taking action in real time to manage operations, engage customers, and solve problems.
Powered by Agentic AI, these systems go beyond basic automation. They plan, learn, and adapt to changing conditions, operating autonomously to achieve strategic goals. The result? Higher productivity, faster execution, better customer experiences, and measurable ROI – 24/7, without the limits of traditional workflows.
Stay ahead of the competition by deploying AI that doesn’t just automate work – it transforms it.
AI for Insurance
Fast-Track Claims, Powered by AI Intelligence
Automate claims review, slash administrative bottlenecks, and deliver faster, smarter decisions—with audited accuracy and seamless workflow integration.
AI for E-commerce
Increased Customer Engagement
AI chatbots and contact center solutions enhance eCommerce by delivering instant support and personalized experiences, increasing customer satisfaction and sales through data-driven insights.
AI for Healthcare
Optimized Patient Care
AI improves healthcare with real-time monitoring for timely interventions and predictive diagnostics for early detection and personalized treatments.
AI for Customer Support
Business Operational Efficiency
AI customer support boosts satisfaction with intelligent chat responses, a memory-enabled support agent for personalization, and synthetic testing data.
AI for Travel
Automates the Itineraries
Streamlines planning with an AI-powered agent that provides real-time updates, secure searches, and personalized recommendations, saving time and enhancing the user experience.
featured Projects
Our Case Studies
Upgrading Customer Interactions: Chatbots from Legacy to AI
The Power of Vector Databases: Image Management in Healthcare
Digital Service Provider Generative AI
AI Power Search for Enterprise Documents
AI AWS Generative AI
Our Blog
Top 10 AI Workflow Automation Platforms in 2025
Discover the top AI workflow automation platforms, categorized for small businesses, mid-sized companies, and large…Read More
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Transforming Talent Acquisition with Gen AI: A Competitive Advantage for Modern Organizations
In today’s competitive job market, winning top talent means recruiting faster, smarter, and at scale. Traditional systems…Read More
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Unlocking Efficiency: How AI Can Eliminate Workflow Bottlenecks in Supply Chain
From unexpected delays to inaccurate forecasts, bottlenecks in supply chain workflows often arise not from major…Read More
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