In financial services, speed and accuracy make all the difference. Customers expect instant answers, secure document handling, and timely updates. Your team needs reliable data, fewer repetitive tasks, and compliant workflows. Zypheri’s AI agents and automations deliver faster pre-qualification, smoother document flows, and proactive reminders-all with enterprise-grade security.
We design solutions that remove manual bottlenecks and keep both customers and teams moving.
WhatsApp and web-based AI agents capture financial data, assess intent, and pre-qualify leads in minutes.
AI prompts guide customers through document upload, validation, and compliance checks.
Automated creation of leads, follow-up tasks, and case notes in your CRM—no data loss.
Automated nudges and reminders help reduce defaults and increase collections.
Manager-level dashboards to track loan volume, conversion rates, and portfolio risk.
Every implementation is tied to measurable KPIs that prove ROI.
We understand the sensitivity of financial data. Every system is designed with compliance, governance and auditability in mind.
Scoped data access with least-privilege permissions
Encryption in transit &
at rest
Full audit logs and change
controls
Data Processing Agreements (DPAs) when required
Industry best practices for regulatory compliance
Our delivery framework ensures financial institutions get fast, secure, and production-ready systems.
Faster customer onboarding with AI agents
Reduced operational overhead with automations
Compliance-first engineering
Transparent delivery with full documentation
Scalable solutions that adapt as regulations evolve
Typical pilots ship in 3–6 weeks, depending on integrations and approvals.
Typical pilots ship in 3–6 weeks, depending on integrations and approvals.
Typical pilots ship in 3–6 weeks, depending on integrations and approvals.
