Book a Call ↗
Actioneer ranks #1 on the DABstep benchmark for enterprise data agents, ahead of NVIDIA, Microsoft, and Google.
Banking & Lending

Actioneer for banks and lenders.

Actioneer reads your LOS, LMS and core to flag risk early, prioritise collections, and restart stalled onboarding, read-only, inside your own cloud.

Trusted By Global Investors And Operators
A Few Things We Do

What Actioneer does for your book.

radarRanks your book by likelihood to recover, so collections and outreach hours go to the accounts that actually pay back.
add_cardIdentifies customers ready for the next step: an EMI conversion, a higher limit, or the next product, and routes the offer to them.
person_addRecovers customers who stall mid-KYC or onboarding, tags the reason, and ranks them by propensity to complete.
autorenewReactivates dormant cards and accounts before the balance moves to another provider.
gpp_maybeVerifies a suspicious transaction in seconds through a voice agent, in the customer's own language, and blocks or clears the card on the same call.
notifications_activeCatches early-silence accounts and prioritises the ones worth a personal touch before they go fully inactive.
How It Works

It runs inside your cloud, and only ever reads.

We do not pull your data into our systems. Actioneer is deployed as a private instance inside your own cloud, so everything stays in your environment from the first day.

cloud
We deploy in your cloud
A private instance, inside the environment you already run. Nothing leaves it.
visibility
We connect read-only
The agents read from your systems. They never write back, change a record, or touch production.
smart_toy
The agents do the work
They read, score and explain, then surface what needs your attention, in plain language.
task_alt
Your team acts
You get a ranked list or a clear view, and your people make the call.
Every read is logged, so you always have a full audit trail of what was looked at and when.
Integrations

It reads what you already run.

We connect read-only to the systems your book already lives in.

Layer 01

Interfaces & Agents

insightsConversational BInotifications_activeProactive AgentscallVoice CampaignsgroupsCRM Campaigns
southAsks · Actsnorth
Layer 02 · Actioneer

Context Layer

hubData Graphaccount_treeKnowledge GraphcognitionMemory & Learningverified_userGovernance Graph
southRead-only
Layer 03

Business Systems

request_quoteLoan Origination (LOS)request_quoteLoan Management (LMS)account_balanceCore BankingcallCollections Toolingfact_checkBureau DatadatabaseData WarehousepaymentsPayments & UPI
Security

Built to sit inside regulated environments.

Your data stays in your cloud, in India, and never leaves it. Access is read-only and scoped, and every read is logged.

lock
Read-only by default
The agents never write back, post an entry, or change a record.
cloud_done
Inside your own cloud
A private instance in your environment, in India. Nothing leaves it.
visibility
Every read logged
A full audit trail of what was looked at, and when.
verified_user
RBI-aligned
Built to sit with RBI expectations on data residency and access.
Outcomes

What changes.

targetYour team calls the accounts most likely to pay, instead of working the whole list evenly.
notification_importantAccounts heading toward default get flagged early, while there is still time to act.
check_circleMore stalled applications get finished, because the right people get followed up on the right channel.
monitoringYou can ask about vintage and branch P&L in plain English, any day, without raising a ticket.
Why Actioneer

Built to act, not just report.

Most tools give you another dashboard, or let a chatbot write into your systems. Actioneer does neither, it reads your data where it lives and hands your team the next step.

Built around your problem. We start from the specific job you need done, not a generic product you have to bend to fit.
Experts on your problem. A team that knows your domain sets it up and gets it working on your data.
Maintained like an in-house team. We keep it running and tuned as your business changes. It does not end with a hand-off.
Frequently Asked

Common questions from Banking & Lending teams.

No. It is read-only. It reads from your core, LOS and LMS to spot what needs attention, but it never writes back, posts an entry, or changes a record. Your ledger stays exactly as your systems left it.
Yes. It is deployed as a private instance inside your own cloud, in India, and your data never leaves that environment. Your security team controls it from end to end.
The agents only decide which accounts to focus on and suggest the channel and timing. They do not contact anyone themselves. The outreach still runs through your own compliant process and scripts, and you can scope it to your own contact rules and frequency caps.
Every flag comes with the reason behind it, scored against your own data, so it is not a black box. You can check it against what actually happened on your book, and your own credit policy stays the backstop on any decision. You can also start on a slice of the book and see how the calls hold up before you lean on them.
Your scorecards decide who to lend to. This watches the live book and tells your team where to act now: which accounts are slipping, who to chase first, which applications to rescue. It sits on top of your models, it does not replace them.
Begin The Engagement

See where your book is at risk, before the next bucket.

A conversation with the Actioneer team to find where your book is at risk across collections, early-warning and onboarding, on your own data, read-only.

Book A Call ↗