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

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

Continuous Transaction Monitoring
Pattern & Behavior Analytics
Predictive Fraud Scoring
Real-Time Alerts & Escalations
Anomaly Detection Models
Investigative Workflow Automation
Compliance-Ready Reporting

Automated Application Intake
Document & Income Verification
Intelligent Underwriting Assistance
Predictive Collections Management
Approval & Communication Workflows

Previous Projects

Our Case Studies