AI Transformation For Finance

We build agents for the loan files, client records, and borrower requests your teams handle every day. A first working result arrives in two weeks.

Piotr Babel, Partner @ Qvery

Finance teams answer to regulators for every record they touch. We connect each agent with only the access its job needs and log every step, so you can always show what happened.

AI Agents Built For Finance

Software that handles a task the way a trained employee would, connected to the systems you already use.

Borrower Inquiries Answered On Time

Questions, disputes, and document requests arrive all day, and many carry deadlines set by law. An agent replies to the routine ones, gathers the facts for the rest, and tracks every date. Your servicing team gets hours back for the cases that need a person.

Loan Files Assembled And Checked

Every application needs its documents gathered, read, and verified. An agent collects what the borrower sends, compares each item with your list, and asks for anything missing. Your credit team starts each review with the file in order.

Client Records Kept Right

Addresses, fee schedules, and account details drift out of date between systems. An agent compares them with the system you trust most and brings the others in line. Your team spends fewer hours hunting for mismatches.

Monthly Reports Built From Your Data

Portfolio, servicing, and client numbers sit across several systems. An agent gathers them, builds each pack in your format, and flags totals that do not tie out. Your analysts spend that time on what the figures mean.

Read The FAQs.

Which finance businesses is this for?

Banks, lenders, and collectors; wealth managers and fund administrators; and title and mortgage servicing firms.

Where can an agent take on work first in finance?

Where loan files, borrower requests, or client records wait for someone to chase them. We start with the job that costs your team the most hours.

How does Qvery price its work?

A fixed price for a defined result, agreed before any build starts. We set it once we understand the job, so you never pay by the hour. Each price is scoped to its work, which is why none is published here.

Can your agents work under financial regulation?

We build each one with your compliance team, around the rules your firm follows, and it records what it did.

Does an agent decide who gets a loan?

No. It gathers and checks each file, and the call stays with your underwriters. Conflicting documents go to them with the gap marked.

Which of our systems can the agents work with?

The ones your team already uses: loan origination and servicing software, the shared inbox, document portals, and spreadsheets. What an agent can reach depends on the access each one offers, and we check that first.

Where does our data go, and who stays in control?

Before any build, we agree in writing which systems an agent may use and where its data is processed. Only the people named in that agreement can see it, and nothing is kept longer than agreed. Before go-live, you set which actions each agent completes on its own, and the rest wait for a person's approval.

How do you handle GDPR?

Qvery AI OÜ is an Estonian company, so it works under EU law, including the GDPR. Where we handle personal information for you, we sign a data processing agreement and act only on your documented instructions. When the job ends, we delete or return what we hold, as you choose.

What about the EU AI Act?

It applies in stages, and we check each agent against it before it goes live. An agent that talks to your customers tells them they are dealing with AI, as its transparency rules require from August 2026. Its rules for high-risk uses, such as judging a person's creditworthiness, apply from December 2027.

How do we start?

With a conversation. Choose Let's Partner at the top of the page to book time with Vlad Shvets. The first call is on us, and all we need from you is a clear business goal.