Manual workflows built for 1995 are competing in 2026. 9series AI Accelerators deliver measurable operational gains in 60–90 days — with a results guarantee.
Extract structured data from ID copies, birth certificates, and medical documents instantly. Our AI auto-checks documents against mandatory requirements, triggering auto-replies if information is missing.
GLBA-Aligned • Fiserv & Jack Henry Ready • SOC 2
Manual workflows built for 1995 are competing in 2026. Community banks aren’t losing to JPMorgan because of bad banking — they’re losing because of outdated operations.
Staff re-key data into 3 systems, chase missing docs, and wait days. Physical onboarding is 14x more expensive than digital. 40%+ of applicants abandon due to slow response.
Officers spend most of their day chasing docs across email, fax & portals — not underwriting. Processing takes 2–3 weeks while digital lenders close in 48 hours.
Half of support time is routing, not resolving. First response takes 36–48 hours. Slow service is a top-3 reason customers switch banks.
CFPB complaints require response within 15 days. Manual tracking creates regular deadline misses. BSA/AML documentation gaps expose the bank to regulatory action.
From initial setup to full production deployment — a straightforward AI overlay on your existing banking workflows.
We map your existing workflows end-to-end — email, core banking, and document systems. Non-invasive AI overlays connect to Fiserv, Jack Henry, and your existing email without core changes or middleware.
Agentic AI monitors inboxes, OCRs incoming documents (IDs, W-2s, bank statements), validates KYC/CDD, pulls credit scores, and auto-populates core systems — routing exceptions to your team for review.
From loan decisioning (DTI/LTV calculations with 3 scenarios) to Tier 1 support auto-resolution via RAG — the AI reasons, decides, and acts. Your team focuses on relationships, not data entry.
Full AI audit trail for every action. Compliance-ready documentation for GLBA, BSA/AML. Real-time ROI dashboards track processing time, error rates, and customer satisfaction improvements.
Pick one or deploy all three. Each agent delivers measurable ROI within 90 days — guaranteed.
Automated Onboarding Agent
Loan Processing Copilot
Support Automation Agent
A non-invasive AI overlay with the security, compliance, and integration depth your bank demands.
Every AI action logged with full audit trail. Compliance-ready documentation for GLBA, BSA/AML. Exception-only human review workflows.
Auto-generated, regulation-aligned responses for common inquiries. RAG-powered knowledge base ensures accuracy and consistency across agents.
Original document next to AI-extracted data for quick human verification. Confidence scores on every field. One-click approval workflows.
A structured, low-risk deployment path. Three phases. Measurable results. Guaranteed outcomes.
If we don’t deliver 40%+ improvement in processing time — you don’t pay.
In your 30-min demo, watch a live agent crawl a loan email, OCR five documents, pull a credit score, calculate DTI, and serve a decision-ready recommendation — in under 4 minutes. No slides. Just the product working.
See how 9series AI Accelerators compare to traditional approaches and enterprise platforms.
| Criteria | Traditional RPA | Enterprise AI Platform | 9series Accelerators |
|---|---|---|---|
| Time to Value | 6–12 months | 18–24 months |  60–90 days |
| Approach | Middleware-heavy | Often requires core changes | Non-invasive AI overlay |
| AI Capability | Rules-based only | GenAI still emerging | Agentic — reasons, decides, acts |
| Risk Model | No guarantee | Long-term lock-in | Results-or-no-charge guarantee |
| Core Disruption | Moderate | Significant | Zero |
Leading research firms agree: AI automation in banking delivers measurable results within months.
McKinsey
“Digital banks cut onboarding time dramatically and now onboard the majority of customers digitally.”
Reshaping Retail Banks, 2022
BCG
“GenAI lifts customer service productivity significantly. The vast majority of firms will use AI service bots within 3 years.”
GenAI in Customer Service, 2024
Accenture
“Slow service is a top-3 reason customers switch banks. AI delivers major efficiency gains in banking operations.”
Banking Consumer Study, 2025
Gartner
“Predictive AI in lending operationalizes data-driven decisions aligned to credit policy consistently.”
Predictive AI in Lending, 2025
PwC
“AI automation delivers measurable ROI quickly, significantly reducing resource requirements across banking ops.”
PwC Canada AI in Banking, 2025
Deloitte
“Automation in banking onboarding and servicing reduces costs and strengthens compliance posture.”
Deloitte FS Automation Whitepaper
Zero core disruption. Connects to the systems you already use.
Learn more about 9series Banking AI Accelerators.
No. 9series AI Accelerators are non-invasive overlays that connect to your existing Fiserv, Jack Henry, or other core systems via API. Zero core changes required.
Traditional RPA follows rigid, rules-based scripts. 9series AI agents are agentic — they reason, decide, and act. They handle unstructured data (emails, scanned docs) and adapt to exceptions, delivering value in 60–90 days vs. 6–12 months for RPA.
The 90-day pilot is structured in three phases: Map & Connect (Days 1–30), Shadow Mode (Days 31–60), and Full Production (Days 61–90). You’ll have a complete ROI report by day 90.
Yes. 9series is GLBA-aligned with full AI audit trails, BSA/AML documentation support, and deployment options including private cloud, AWS, Azure, or on-premise. Every AI action is logged for compliance review.
If we don’t deliver 40%+ improvement in processing time within the pilot period — you don’t pay. We stand behind our technology with a results-or-no-charge commitment.
Stop competing with 1995 workflows. See a live AI agent process a loan document, pull credit scores, and deliver a decision-ready recommendation — in under 4 minutes.
GLBA-Aligned
Fiserv & Jack Henry Ready
Full AI audit trail
Results guarantee
