Agentic Apps to Revolutionise

Banking Workflows

Agentic Apps to Revolutionise

Banking Workflows

Agentic Apps to Revolutionise

Banking Workflows

Tartan’s Banking Apps automate salary account onboarding, financial checks, and employee data activation—empowering banks and NBFCs to serve corporate clients with faster, cheaper, and more compliant workflows.

Tartan’s Banking Apps automate salary account onboarding, financial checks, and employee data activation—empowering banks and NBFCs to serve corporate clients with faster, cheaper, and more compliant workflows.

Subproducts

Built for the Modern
enterprise stack

Built for the Modern
enterprise stack

Built for the Modern
enterprise stack

Corporate Profiling Agent

Corporate Profiling Agent

Perform end-to-end KYB and financial health checks on corporate clients with minimal input.


Validate corporate PAN, GST, CIN, and registration data

Classify business size and sector for account assignment

Screen corporate risk based on filing history and employee coverage

Aggregate financial signals from EPFO, GST, and MCA sources

Score credibility using registration consistency and UBO analysis

Trigger internal onboarding workflows automatically

HRMS platform selection interface showing BambooHR, Gusto, Oyster, and other integrations in Tartan's unified API system
HRMS platform selection interface showing BambooHR, Gusto, Oyster, and other integrations in Tartan's unified API system

Account Switch Agent

Account Switch Agent

Accelerate salary account setup by simplifying initiation and activation at scale.


Auto-collect salary account requests via employee self-invite journeys

Enable digital consent and e-sign workflows

Reduce dependency on HR for bulk file uploads

Fetch employer KYC and employee details through integration

Track activation statuses across multiple branches

Auto-suggest personalized salary account bundles

Tartan dashboard displaying API categories for PAN, mobile, and Aadhaar-based identity and employment verification services
Tartan dashboard displaying API categories for PAN, mobile, and Aadhaar-based identity and employment verification services

Employee Onboarding Agent

Employee Onboarding Agent

Seamlessly onboard employees into bank services with verified HRMS data.


Integrate with corporate HRMS to fetch employment, salary, and marital status

Recommend add-ons like health insurance, top-ups, or loans

Track engagement by department or grade

Pre-fill account opening and benefits enrollment forms

Segment employees based on income and tenure

Sync data back to core banking or CRM systems

Tartan's PolyCraft AI agent interface offering policy upload, summary, and modification options through a no-code workflow
Tartan's PolyCraft AI agent interface offering policy upload, summary, and modification options through a no-code workflow

Impact

Built for Impact

Get more than just user

verification with one

powerful platform

Prevent fraud at every user step

40%

Lower Operational Costs

Reduce time spent on manual verifications, document handling, and file ingestion.

Tackle any compliance tasks

3X

Faster Salary Account Activation

Enable employees to self-serve and onboard digitally within hours, not days.

Improve team efficiency

50%

Drop in Dormant Account

Creation

Leverage HRMS-linked workflows and tailored onboarding to engage users early.

"With Banking OS, we reduced onboarding costs and activated over 10,000 salary accounts in one week with zero dormant accounts."

Satish Kumar Jha

Product Head, Retail Banking,

Top 5 Private Bank

Impact

Built for Impact

Built for Impact

Get more than just user

verification with one

powerful platform

Prevent fraud at every user step

40%

Lower Operational Costs

Reduce time spent on manual verifications, document handling, and file ingestion.

Tackle any compliance tasks

3X

Faster Salary Account

Activation

Enable employees to self-serve and onboard digitally within hours, not days.

Improve team efficiency

50%

Drop in Dormant Account

Creation

Leverage HRMS-linked workflows and tailored onboarding to engage users early.

"With Banking OS, we reduced onboarding costs and activated over 10,000 salary accounts in one week—with zero dormant accounts."

Satish Kumar Jha

Product Head, Retail Banking, Top 5 Private Bank

Benefits Snapshot

Benefits Snapshot

HyperVerify includes a comprehensive suite of APIs

Automation

Eliminate manual

account processing

Speed

Enable same-day

account activations

Compliance

Ensure KYB and employee

checks are fully verified

Personalization

Tailor banking experiences

based on employee data

Engagement

Reduce dormancy and

improve retention

Scalability

Handle onboarding for 1 to

100,000 employees seamlessly

Cost Efficiency

Save ops bandwidth

and RM effort

Real-Time Sync

Keep core systems

updated without lag

Data Enrichment

Use verified income and

tenure data for upsell

CX Uplift

Deliver an app-like, intuitive

onboarding journey

Metrics

Impact Delivered

Impact Delivered

Impact Delivered

Driving Automation Where Enterprises Need It Most

We integrated Tartan Hypersync as an SDK within our insurance platform to automate corporate onboarding and real-time employee sync. What previously took days of manual effort, chasing HR teams for data uploads and now handled seamlessly through API-based HRMS connections. It’s helped us onboard client organizations faster, improve coverage accuracy.

We integrated Tartan Hypersync as an SDK within our insurance platform to automate corporate onboarding and real-time employee sync. What previously took days of manual effort, chasing HR teams for data uploads and now handled seamlessly through API-based HRMS connections. It’s helped us onboard client organizations faster, improve coverage accuracy.

70%

Onboarding time reduced

25%

increase the CSM-to-client ratio

Unified APIs

HRIS

We integrated Tartan Hypersync as an SDK within our insurance platform to automate corporate onboarding and real-time employee sync. What previously took days of manual effort, chasing HR teams for data uploads and now handled seamlessly through API-based HRMS connections. It’s helped us onboard client organizations faster, improve coverage accuracy.

70%

Onboarding time reduced

25%

increase the CSM-to-client ratio

Unified APIs

HRIS

We integrated Tartan Hypersync as an SDK within our insurance platform to automate corporate onboarding and real-time employee sync. What previously took days of manual effort, chasing HR teams for data uploads and now handled seamlessly through API-based HRMS connections. It’s helped us onboard client organizations faster, improve coverage accuracy.

Benefits Snapshot

Benefits Snapshot

Benefits Snapshot

HyperVerify includes a comprehensive suite of APIs

HyperVerify includes a comprehensive suite of APIs

Automation

Eliminate manual

account processing

Speed

Enable same-day

account activations

Compliance

Ensure KYB and employee

checks are fully verified

Personalization

Tailor banking experiences

based on employee data

Engagement

Reduce dormancy and

improve retention

Scalability

Handle onboarding for 1 to

100,000 employees seamlessly

Cost Efficiency

Save ops bandwidth

and RM effort

Real-Time Sync

Keep core systems

updated without lag

Data Enrichment

Use verified income and

tenure data for upsell

CX Uplift

Deliver an app-like, intuitive

onboarding journey

Automation

Eliminate manual account

processing

Speed

Enable same-day account

activations

Compliance

Ensure KYB and employee

checks are fully verified

Personalization

Tailor banking experiences based

on employee data

Engagement

Reduce dormancy and

improve retention

Scalability

Handle onboarding for 1 to

100,000 employees seamlessly

Cost Efficiency

Save ops bandwidth and RM effort

Real-Time Sync

Keep core systems updated

without lag

Data Enrichment

Use verified income and

tenure data for upsell

CX Uplift

Deliver an app-like, intuitive

onboarding journey

Products

Resources

Integration

Products

Resources

Integration