AI consulting for financial services
AI for banks, lenders and credit unions.
Collections by risk and value, onboarding without re-keying and field sales with a route, inside your compliance perimeter.
- 100,000+
- collection contacts a month
- US$2.4M+
- annualized value
- 0
- credit decisions by AI
1The problem
Why collections run on memory and onboarding on typing
Collections by memory.
Collectors work the list in the order it prints and call whoever they remember, so large, high-risk balances age while small ones get the calls.
Onboarding documents typed by hand.
IDs and pay stubs arrive as photos and PDFs, and an analyst types every field into the core, so applicants wait and keying errors reach the credit file.
Promoters with a list and no route.
Field promoters get a list of names and plan their own day, so high-potential prospects wait while the closest ones get visited twice.
2How it works
How Boldr AI collects, onboards and serves
- 1
Collect
Queue by risk and value.
- 2
Onboard
Document AI and rules.
- 3
Serve
Agents in core and CRM.
- 4
Sell
Routes for field promoters.
3What you get
Where Boldr AI starts in financial services
Customer service & collections agents
Agents handle rules-based requests and send payment reminders in an order set by risk and value; a tower traces each contact to cause and cost.
Credit to cash
Limits and terms set by risk class, with the real cost of the days collected in view, so credit stops being negotiated like a discount.
Route to market
We segment accounts by potential and set which channel serves each one, so field promoters leave every morning with a route by value.
4Why Boldr AI
Why Boldr AI for lenders
- Collections are sequenced by risk and value.Reminder, payment link, promise and escalation follow each account's risk, amount and promise history.
- Credit is managed as risk.Limits and terms are set by risk class, with the real cost of the days collected in view.
- Onboarding documents are read by document AI.Rules validate what was read and send only the exceptions to a person.
- Agents work inside your core and CRM.They resolve rules-based requests and log every action, and credit decisions stay with your staff.
- Field promoters get a route.Accounts are segmented by potential, so promoters visit by value.
5Results
Financial services results
Next step
Scope your first collections sprint
Define the scope in minutes. We turn your answers into a focused Value Discovery Sprint.
Scope your sprint
in three questions.
Pick the capability. Your answers tell us where a Value Discovery Sprint would look first; a value consultant comes back with a proposed scope.
Your readout
Your answers shape the scope.
A sprint would likely look first at:
- Repeat reasons to fix
- Requests an agent can resolve
- After-hours demand
Questions
Does Boldr AI let AI make credit decisions?
No. At Boldr AI, credit and lending decisions always stay with people. Agents handle the rules-based work, such as reminders, payment links and document checks, and hand every decision to your staff with the context attached.
Does Boldr AI have a SOC 2 report?
Yes. Boldr AI holds a SOC 2 report and shares it under NDA during the sprint. Your compliance team can check it against your vendor review before any agent works inside your core.