valeur | prompx

PrompX Local AI & RAG Platform

Banking and fintech

Agentic AI replaces banking BPO escalations with a risk aware automation desk.

MCP, ACP, and A2A Agentic Protocols coordinate onboarding, servicing, disputes, lending, collections, and compliance. The OpenAI Agentic AI AgentKit, AP2, n8n, make.com, and Zapier run workflows while ChatGPT, Claude, Anthropic safety, and Llama or Ollama models deliver regulator ready narratives.

Coverage

Onboarding, servicing, disputes, lending, collections, and compliance run on PrompX Agentic AI.

Protocols

MCP, ACP, A2A, and Agentic Protocols sync core banking, ledger, and CRM data while AP2 governs payouts and recoveries.

Channels

App chat, voice, SMS, email, and partner APIs feed the same Agentic AI mesh.

Agentic orchestration stack

MCP, ACP, and A2A drive the financial ops mesh.

Agentic AI combines OpenAI, Anthropic, Llama, and Ollama models with n8n, make.com, and Zapier automations.

MCP financial mesh

MCP synchronizes onboarding, servicing, disputes, lending, and collections data through Agentic Protocols.

ACP and A2A governance

ACP dialogues and A2A contracts coordinate risk, servicing, compliance, and finance agents with full audit.

Agentic AI AgentKit

PrompX Agentic AI uses the OpenAI Agentic AI AgentKit for plan execution, tool routing, and override trails.

Automation bridges

n8n automations, make.com flows, and Zapier (Zappier) playbooks drive KYC escalations, dispute packets, and collections outreach.

Model federation

ChatGPT by OpenAI, Claude from Anthropic, Anthropic safety layers, and Llama or Ollama models generate communications and risk summaries.

Agentic AI service mesh

Agentic AI agents exchange status across MCP, ACP, and A2A ensuring banking workflows finish without manual escalations.

Risk and operations desk

PrompX keeps onboarding, disputes, lending, and collections in sync.

Active track: Identity
Onboarding approvals07:32

KYC queue cleared 182 applicants. Two escalations assigned to risk.

Dispute evidence07:44

Chargeback cases 441 to 468 packaged with receipts, device, and location signals.

Loan decision07:57

Small business loan 9021 scored; human review recommended tiered terms.

Collections outreach08:12

Segment C5 receives hardship script with AP2 payment plan templates.

Audit pack08:24

Regulator request built with timeline replay, controls evidence, and approvals.

Unified financial ops

Agentic AI orchestrates onboarding, servicing, disputes, lending, and collections. MCP, ACP, and A2A align agents; ChatGPT, Claude, Llama, and Ollama narrate outcomes; n8n, make.com, and Zapier execute downstream flows while AP2 manages payouts and recovery plans.

Applications today

1.4k

+18%

Disputes cleared

342

down 21

Loans funded

68

+12

Collections kept

$1.8m

+$240k

Risk and compliance alerts

  • Synthetic attempt

    Blocked

    Device mismatch caught, case archived with training signal.

  • Merchant exposure

    Watch

    Chargeback spike for merchant 331. PrompX drafted outreach plan.

  • Regulator call

    Ready

    Timeline replay, scripts, and evidence pack queued for examiner review.

Banking automation

PrompX replaces banking service centers with one secure operations desk.

The risk ops console shows onboarding, disputes, lending, collections, and compliance running as one workflow. MCP, ACP, and A2A Agentic Protocols synchronize every agent, AP2 manages payouts and recoveries, and the Agentic AI AgentKit with ChatGPT, Claude, Llama, and Ollama keeps regulators and customers informed.

  • Faster onboarding

    Applicants move from document capture to approval in minutes with automated risk checks.

  • Disputes without backlog

    Evidence packs, merchant outreach, and AP2 settlements stay on rail.

  • Collections that convert

    PrompX detects hardship, builds compliant plans, and keeps portfolios healthy.

High impact plays

Scale

RiskGraph that merges consortium safe signals for fraud and credit decisioning.

AI solution patterns

Production

End to end KYC or KYB with IDV, OCR, sanctions screening, risk scoring, and manual review assist.

Operational pillars

Every banking workflow orchestrated.

Spotlight: Digital onboarding and KYC

Digital onboarding and KYC

  • Identity capture, KYC or KYB, AML screening, risk scoring, and e signature.
  • Step up authentication and case routing for high risk signups.

Disputes and chargebacks

  • Intake bots, reason code classification, evidence packs, merchant outreach.
  • SLA timers, status updates, and AP2 settlement logic.

Lending and underwriting

  • Document extraction, income normalization, policy rules, adverse action notes.
  • Portfolio analytics and exception routing.

Customer support and servicing

  • Omnichannel triage, account inquiries, fee disputes, travel notices.
  • Copilot responses with audit trails and supervisor review.

Collections and recovery

  • Promise to pay nudges, hardship flows, repayment plans, compliant dunning.
  • Right party contact verification and omnichannel orchestration.

Regulatory and audit

  • SOX, PCI, GDPR controls, timeline replay, access logging, model explainability.
  • Regulator ready evidence packs and attestations.

Impact snapshot

Financial operations finish without escalations or audit pain.

Onboarding speed

down 58%

Applicants pass KYC, AML, and device risk in one guided flow.

Back office touches

down 37%

Disputes, servicing, and collections resolve without manual queueing.

Dispute cycle

down 33%

Evidence packs and status updates stay automated with AP2 payouts.

* KPI ranges are illustrative; actual impact depends on market segment, risk appetite, and data coverage.