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Banking & Financial Services

AI for banking that survives RBI audit and actually ships.

We embed engineers inside banks, NBFCs, fintechs, and wealth platforms for 4 weeks trace every onboarding journey, read every underwriting memo, shadow every credit meeting. Then we ship RBI-ready, DPDPA-aligned AI every month. 48% fewer false-positive fraud holds is not a slide it is what a listed NBFC measured in 90 days.

fewer false-positive fraud holds

faster personal-loan decisioning

lift in collections right-party contact

Root Causes

Why "AI in banking" projects stall at the compliance gate

The model has no audit trail

RBI and SEBI expect every automated decision to be explainable, reproducible, and linkable to a policy. Opaque vendor models fail the first inspection.

Core-banking is treated as a black box

Teams integrate with CRM and a datalake but never read core-banking at transaction granularity. The model misses 60% of the signal.

Risk and IT don't speak the same language

Risk wants Basel-aligned explainability. IT wants REST APIs. Nobody writes the translation layer the project stalls for months.

DPDPA and data-localisation were an afterthought

The pilot used a US vendor with cross-border data flows. Legal kills the rollout. Six months gone.

Impact Dashboard

Every metric is a problem we solved.

Real numbers from live banking & financial services deployments.

Onboarding drops 34% of applicants

Drop-off before0%
After funnel fix0%
applicant drop-off
Onboarding Diagnostic Agent

Credit memos take 6 hours per file

0%
faster loan decisioning
Underwriting Co-Pilot

Fraud models cry wolf, starve revenue

0%
0255075100
fewer false-positive holds
Behavioural Fraud Scoring

Collections burn 70% on wrong numbers

0%
right-party-contact lift
Smart-Contact Collections
Reality Map

What your team actually says.

"Our TAT promise is 48 hours. Our median is 3.2 days."

Credit Head

"We review 9,000 transactions a day. 8,700 are false positives."

Fraud Ops Lead

"Onboarding conversion is flat while CAC is up 22%."

Head of Digital

"Collections cost-to-collect is 14% for my self-employed pool."

Collections Head

"Every new model needs a 60-page model risk doc before go-live."

Chief Risk Officer

"My analysts spend 80% of time pulling data, 20% making decisions."

Credit Analyst Lead

Real Impact

Use cases that move the needle.

01

01Onboarding Funnel Diagnostic

AI stitches events across KYC vendor, core banking, and CRM to pinpoint where applicants drop and why.

34% → 21% drop-off in 90 days
02

02AI Credit Memo Drafting

Generates a policy-aware underwriting memo from raw financial documents and bureau pulls.

73% faster loan decisioning
03

03Behavioural Fraud & Dispute Scoring

Graph ML scores transactions and disputes against each customer's behavioural baseline.

48% fewer false-positive holds
04

04Collections Contact-Propensity Model

Orchestrates WhatsApp, IVR, dialler, and field visits based on per-customer contact propensity.

31% RPC lift
05

05KYC Document Intelligence

Extracts, validates, and cross-checks Aadhaar, PAN, GST, and bank-statement data against bureau records.

55% fewer manual KYC touches
06

06AML / Transaction Monitoring Triage

Re-ranks TMS alerts so analysts see the highest-risk cases first, with narrative context auto-generated.

2.4x analyst throughput
The 9AI Model

Four pillars. Translated for BFSI.

01

An Engineer Inside Your Risk and Ops Room

Our Forward Deployed Engineer joins credit committee, sits in on fraud war-rooms, and walks the collections call centre. They speak core-banking, read RBI master directions, and understand why your NPA coverage is what it is.

02

Risk-Grade R&D

Our Research Engineers run 2-week sprints on your own de-identified portfolio roll-rate shifts, behavioural cohorts, early-warning features so the model survives model-risk review, not just a dev-environment backtest.

03

A Working Release Every 30 Days

Mid-month shadow-mode in your staging core-banking. End-of-month go-live on one cohort. Every release comes with explainability reports, model-risk documentation, and sign-off from your CRO.

04

We Own the Risk & Revenue Number

We don't bill hours. Every month you get delta on TAT, false-positive rate, RPC, NPA coverage, and cost-to-serve. If the numbers aren't moving, you'll know and so will your board.

The 4-Week Audit

What happens in the first 30 days.

1
Week 1

Journey Walk & Data Inventory

Our engineer shadows onboarding, underwriting, fraud ops, and collections. Maps every vendor touchpoint and every core-banking table involved.

2
Week 2

Regulatory & Model-Risk Mapping

RBI master directions, SEBI circulars, DPDPA, and PCI-DSS obligations translated into concrete model-risk and explainability requirements.

3
Week 3

AI Opportunity Scoring & Mockups

Each opportunity scored by ₹ impact, risk, feasibility, and data readiness. Mockups built for top 3 use cases with CRO and CIO validation.

4
Week 4

Strategy Deck & Board-Ready Roadmap

A 12-month AI roadmap with model-risk strategy, integration architecture, and cost-benefit case ready for risk committee and board.

What you walk away with

Journey SOPs across onboarding, underwriting, fraud, and collections
RBI / SEBI / DPDPA / PCI-DSS gap assessment
Core-banking integration architecture
Model-risk framework template (SR 11-7 aligned)
Mockups validated with CRO and CIO for top 3 use cases
12-month roadmap with ₹ impact and regulatory plan
Compliance & Stack

We speak your regulatory language.

Regulations & Certifications

  • RBI Master Directions — KYC, outsourcing, digital lending, cyber-security
  • SEBI Circulars — For wealth, broking, AMC, and fintech platforms
  • DPDPA 2023 — Indian Digital Personal Data Protection Act
  • PCI-DSS — Payment Card Industry Data Security Standard
  • IRDAI Guidelines — Where bancassurance is in scope

Data & Protocol Standards

  • ISO 20022
  • NPCI UPI / IMPS specs
  • SWIFT MT / MX
  • CKYC XML
  • Bureau formats (CIBIL, Experian, Equifax, CRIF)

Enterprise Systems We Integrate

  • Core banking Finacle, Flexcube, TCS BaNCS, Temenos
  • LOS/LMS Nucleus FinnOne, Finflux, BRE
  • Fraud SAS, FICO, ACI, NICE Actimize
  • CRM Salesforce Financial Services, LeadSquared
  • TMS / AML Oracle FCCM, Actimize
  • Data Snowflake, Databricks, on-prem Hadoop
FAQ

Questions we hear on the shop floor.

Start here

Book the 4-Week BFSI Audit

RBI · SEBI · DPDPA · PCI-DSS aware. Core-banking integrated.

The first step is always a conversation.

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9AI Logo

Embedded AI Growth Office.

We turn your company into an AI Native company.

Company

AboutCase StudiesContactBlogIndustries

Resources

Media & NewsCareersCrunchbase
ISO Certified
team@9ai.in
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