Connect Your
‍Customer's
‍`AI Agent` to your Business.

Our Agentic Transaction Control Layer (ATCL) gives banks and commerce organizations a secure, orchestrated way to identify, permission and route activity by customer AI agents and block unauthorized actions.

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Customer AI Agents Are Becoming a New Banking and Commerce Channel

Finance teams already use automation and AI inside accounting, ERP, treasury and operations environments. As those tools begin initiating activity on behalf of customers, organizations need a secure, governed way to receive, authorize and execute those requests.

71% of finance leaders factor ability to use AI agents into bank choices.

Agentic connectivity is already shaping financial choices

69% of finance leaders would pay for bank-supported capability to use AI agents for banking.

Agent-led activity will provide a new revenue stream

58% of finance leaders are comfortable using AI agents today for banking tasks.

Many are comfortable, even more so among current AI users

Single Journey Timelines

See internal workflows and customer-facing journey progress in one timeline.

Customer and Team Transparency

Keep business lines, vendors and customers on the same page.

Alerts & Triggers

Find out about problems early, and solve issues before customers abandon.

Proactive Insights

Gain in-depth analysis to detect issues and uncover hidden opportunities.

Segment and Personalize

Personalize journeys using CX and core data to strengthen banking relationships.

Automated Orchestration

Equip support agents with AI-powered knowledge, copilot and automations.

Plug into Legacy Platforms

Integrate with Salesforce, Fiserv and your other banking platforms.

Connect Tools & Teams

Coordinate data and tasks across internal silos and third-party partners.

Ecosystem-Wide Coordination

See and resolve issues quickly with ecosystem-wide transparency.

Doing Nothing Pushes AI Agent Activity Outside
‍Your Control

Customers will adopt AI agents whether organizations are ready or not. Without a governed path, that activity will move through side doors that you cannot monitor, control or monetize.

Govern The Execution of Customer AI Agents

The Client (Know Your Agent and Authorize Access)

The Agent (Execute Approved Tasks)

Limit the agent to approved actions, task-level permissions and machine-readable pathways.

Bank or Commerce Provider (Orchestrated Guardrails)

Orchestrate workflows, apply approvals and limits, monitor activity, revoke access and preserve a complete audit trail.

Start Safely. Expand as AI Agent Controls are Proven.

Banks and commerce providers do not need to begin with autonomous money movement. ATCL supports a measured path from visibility to controlled agent-initiated execution.
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Phase 1: Read-Only

Balances, transaction history, reporting and account summaries.

Phase 2: Workflow Assistance

Onboarding, servicing, document collection and reconciliation support.

Phase 3: Controlled Initiation

Payments and higher-risk actions with bank-side controls and approval.