AI Coworkers for Financial Services.

Purpose-built AI coworkers that own defined jobs across onboarding, acquisition, servicing, credit and operations.

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The Problem

Your Teams spend too much time moving work between systems.

Critical workflows span systems, teams and handoffs. People spend too much time coordinating the work instead of doing it.

01

Too many systems

The information needed for one job rarely lives in one place.

02

Too many handoffs

Work moves between sales, operations , risks and technology teams.

03

Too much coordination

People chase information, update systems and move work from one step to the next.

Acquire

Turn every opportunity into action

AI coworkers give sales and relationships teams the context they need to identify opportunities, prepare the work and move customers forward.

One workforce

Mulitple coworkers. One connected workflow.

Sales and relationship operations

Lead scoring screen checking employment, income proxy, and identity validity before sales outreach.

Relationship operations coworker

Coordinates the operational work behind customer relationships across systems, so relationship team spend less time chasing updates.

Phone enrichment screen showing employer, PAN, work email, and address details from one number.

Banking sales operation coworker

Identifies eligible opportunity, prepares the required information, and moves activation workflows forward.

Lead filtering screen flagging mismatched identity, unverifiable employment, and fake contact data.

Corporate onboarding coworker

Coordinates the information, systmes and steps required to complete corporate onboarding.

Onboard

From First request to
completed workflow

AI coworker coordinates the work across systems, follows every step and returns exceptions when human judgement is needed.

End to End

One coworker. One defined job.

Onboarding operations

KYB verification screen confirming GST status, MCA filings, and promoter identity.

Salary account activation coworker

Moves verified employee information through the account-opening workflow and surfaces exceptions for review.

Application form prefilled with verified employer, address, income band, and contact details.

HR operations
coworker

Coordinates checks across systems and moves exceptions to the right person.

Underwrite

Bring the credit workflow together

AI coworkers bring together the information required to assess a borrower, move the workflow forward and return the cases that need human judgement.

One workflow

From application to credit decision.

Credit operations

Loan Application and Verification coworker
Collects and verifies the information required to progress a loan application.
Underwriting
coworker
Brings together borrower information and anyalises to support the underwriting workflow.
Credit Decisioning
coworker
Runs eligibility rules and returns the right cases to people for review.

Contact point verification screen confirming phone, email, and address ownership.

Digital Contact Point Verification

Loan Application and Verification coworker

Phone, email, and address confirmed as belonging to the applicant. What goes unverified at disbursement becomes unreachable at collections.

Collects and verifies the information required to progress a loan application.

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Income
Verification

Underwriting
coworker

ITR, EPFO, and bank statements cross-referenced in one pass. The income figure your credit team sees is derived from what was filed and deposited - not what was typed into the form.

Brings together borrower information and anyalises to support the underwriting workflow.

The golden gate bridge spans across the water.

Employment
Verification

Credit Decisioning
coworker

EPFO confirms current employer, tenure, and designation - or it doesn't. Verified before you price the risk, not after you've taken it.

Runs eligibility rules and returns the right cases to people for review.

Orchestrated Document Workflow

Everything that can be pulled programmatically, is. Everything that can't is requested in one structured flow. TAT doesn't die in a document chase.

Collect

work Continues after the decision

AI coworkers keep operational workflow moving after onboarding, approval or issuance, coordaniting the work across teams and systems.

24/7

Workflows that keep moving.

Operations

Collections dashboard showing bureau signals, employment status, and contact freshness.

Relationship operation coworker

Coordinates tasks across systems so relationship teams spend less time managing operational follow- ups.

Verified current address card for field dispatch, legal notice, or borrower re-engagement.

Policy Managment
coworker

Drafts, manages and tracks the work that keep policies, stakes holders and workflows moving after issuence.

Enterprise systems. One connected workforce

Tartan connects AI coworkers to the systemes, data and workflows they need to do their jobs.

Enterprise systems. One connected workforce

Find us on AWS

Platform Section

AI coworkers that Actually
do the work

Connected to your systems, grounded in enterprise context and governed at every step.

Enterprise Context

Every coworker starts with the content required to do its job.

Workflow orchestration

Moves work across systems and steps without constant human coordination

Human handoffs

Returns exceptions when judgement or approval is required.

Controlled Actions

Acts within defined permissions, workflows, and guardrails.

Audit & visibiltiy

Keep track of what the coworker did, where and why.

Verification orchestration screen connecting multiple checks into one coordinated workflow.

System Access

Works across multiple enterprise system your teams already use .

White labelled Console

Enterprise Context

A branded dashboard with built-in analytics, usage monitoring, and workflow templates. Your institution's name on the product your ops team uses every day

Every coworker starts with the content required to do its job.

Consent Based Workflow

Workflow orchestration

Explicit consent flows built into every verification - so sensitive identity and employment data is accessed compliantly, and every interaction has an audit record from the first tap

Moves work across systems and steps without constant human coordination

Controlled Data Access

Human handoffs

Restrict visibility to exactly what each team, function, or use case needs. Your risk team, ops team, and collections team don't all need to see the same data

Returns exceptions when judgement or approval is required.

Orchestrated Verification

System Access

Chain multiple checks into a single coordinated flow. One request in. Enriched, cross-referenced results out. No stitching. No re-entry

Works across multiple enterprise system your teams already use .

Zero Latency Performance

Controlled Actions

Instant verifications at greater than 99% uptime - with smart fallback routing so service doesn't break when a primary source is unavailable

Acts within defined permissions, workflows, and guardrails.

Audit & Compliance Logs

Audit & visibiltiy

Tamper-proof logs for every verification - who triggered it, what was checked, what was returned, and when. Ready for RBI inspections and internal audits without any manual work

Keep track of what the coworker did, where and why.

AI coworkers at work

AI coworkers
at work

AI coworkers at work

Putting enterprise workflows to work across financial services.

How Aditya Birla Capital Cut Loan Approval TAT with Tartan’s API Suite
Read Case Study
HyperVerify gave our operations team a single place to run every verification we need. The improvement in loan approval TAT was visible within the first month.
Satish Jha
Head Process Innovation
How CirclePay Cut Loan Onboarding from 2 Days to 10 Minutes
"Using HyperVerify, we slashed our loan onboarding time from 2 days to 10 minutes and saved over 70% on KYC ops costs."
Vishal Das Saini
Founding Member

How Aditya Birla Capital Cut Loan Approval TAT with Tartan’s API Suite
Read Case Study
Tartan’s Digital Address Verification reduced TAT, improved address accuracy, and strengthened fraud checks - all through a seamless LOS integration.
Satish Jha
Head Process Innovation
How CirclePay Cut Loan Onboarding from
2 Days to 10 Minutes
"Using HyperVerify, we slashed our loan onboarding time from 2 days to 10 minutes and saved over 70% on KYC ops costs."
Vishal Das Saini
Founding Member

How CirclePay Cut Loan Onboarding from
2 Days to 10 Minutes
"Using HyperVerify, we slashed our loan onboarding time from 2 days to 10 minutes and saved over 70% on KYC ops costs."
Vishal Das Saini
Founding Member
How Aditya Birla Capital Cut Loan Approval TAT with Tartan’s API Suite
Read Case Study
Tartan’s Digital Address Verification reduced TAT, improved address accuracy, and strengthened fraud checks - all through a seamless LOS integration.
Satish Jha
Head Process Innovation

Compliant by design

Consent-driven

Audit-ready

DPDP compliant

How leading organizations run critical workflows, grow operations, and scale across systems with Tartan.

ISO 27001

ISO 27701

AICPA

AWS

Give your work a coworker

Start with one workflow. Put AI to work. Expand form there.

Talk to us

Give your work a coworker

Start with one workflow. Put AI to work. Expand form there.

Talk to us

AI Coworkers for Financial Services.

AI Coworkers for Financial Services.

AI Coworkers for Financial Services.

Your Teams spend too much time moving work between systems.

Your Teams spend too much time moving work between systems.