AI AGENTS FOR BANKS
Empowering Banks with AI Agents Platform
Built for the people inside the bank
We give banking teams instant insights from complex financial data. Ask a question, get a clear answer - no spreadsheets, no waiting. Turning data into decisions.
BENEFITS
Why Choose Us
Built for the people inside the bank - not just the data.
BENEFITS
Why Choose Us
Built for the people inside the bank - not just the data.
Instant Answers, Real Context
Natural-language Q&A turns complex analysis into clear, actionable insights
Instant Answers, Real Context
Natural-language Q&A turns complex analysis into clear, actionable insights
Purpose-Built for Banking
Trained on financial, regulatory, and call report data - not generic AI
20% Automation
60% Cost
BEFORE
AFTER
Purpose-Built for Banking
Trained on financial, regulatory, and call report data - not generic AI
20% Automation
60% Cost
BEFORE
AFTER
Collaborative Dashboards
Share insights across finance, risk, and lending teams - align your decisions with live data, not email chains
Collaborative Dashboards
Share insights across finance, risk, and lending teams - align your decisions with live data, not email chains
Faster Innovation
Custom Agents
Collaborative Dashboards
Personalized Experiences
Cost Effective
Financial Insights Agent
Automation
Data-Driven Decisions
Faster Innovation
Custom Agents
Collaborative Dashboards
Personalized Experiences
Cost Effective
Financial Insights Agent
Automation
Data-Driven Decisions
Faster Innovation
Custom Agents
Collaborative Dashboards
Personalized Experiences
Cost Effective
Financial Insights Agent
Automation
Data-Driven Decisions
FEATURES
Adopt AI with confidence
Bringing all your banking data, dashboards, and AI agents together - helping bankers make faster, smarter decisions in one place
FEATURES
Adopt AI with confidence
Bringing all your banking data, dashboards, and AI agents together - helping bankers make faster, smarter decisions in one place
Zero-Integration
All through natural language - no training or setup required
Zero-Integration
All through natural language - no training or setup required
Zero-Integration
All through natural language - no training or setup required
Generate a quarterly performance summary with
loan growth, NIM trends, and ROA vs last quarter
Compare our profitability and capital ratios
to peer banks of similar size
Generate
Automated Reporting
Generate executive decks, compliance reports, and forecasts in seconds
Generate a quarterly performance summary with
loan growth, NIM trends, and ROA vs last quarter
Compare our profitability and capital ratios
to peer banks of similar size
Automated Reporting
Generate executive decks, compliance reports, and forecasts in seconds
Generate a quarterly performance summary with
loan growth, NIM trends, and ROA vs last quarter
Compare our profitability and capital ratios
to peer banks of similar size
Automated Reporting
Generate executive decks, compliance reports, and forecasts in seconds
Chat With Your Data
Ask any question - get instant answers, insights, forecasts, and risk alerts. Instantly analyze trends in loan growth, liquidity, and capital ratios
Type a message
Chat With Your Data
Ask any question - get instant answers, insights, forecasts, and risk alerts. Instantly analyze trends in loan growth, liquidity, and capital ratios
What’s our total CRE exposure as a percentage of capital?
Your total CRE-to-capital ratio stands at 214%, up 17 points from last quarter (197%)…
Chat With Your Data
Ask any question - get instant answers, insights, forecasts, and risk alerts. Instantly analyze trends in loan growth, liquidity, and capital ratios
What’s our total CRE exposure as a percentage of capital?
Your total CRE-to-capital ratio stands at 214%, up 17 points from last quarter (197%)…
Collaborative Dashboards
Share insights across departments. Real-time data collaboration and faster decisions. no more siloed spreadsheets
Collaborative Dashboards
Share insights across departments. Real-time data collaboration and faster decisions. no more siloed spreadsheets
Collaborative Dashboards
Share insights across departments. Real-time data collaboration and faster decisions. no more siloed spreadsheets
Custom Agents
Build specialized agents for your internal data - securely and explainably
Custom Agents
Build specialized agents for your internal data - securely and explainably
Automation
Automate repetitive tasks, reporting, peer benchmarking, and workflows
Automation
Automate repetitive tasks, reporting, peer benchmarking, and workflows
FAQS
Questions? Answers!
Find Some quick answers to the most common questions.
What services does forfi.ai offer?
forfi.ai provides AI agents platform for banks & credit unions - including financial analytics, risk monitoring, automated reporting, collaborative dashboards and more. Our platform seamlessly transforms data into clear, actionable insights for CFOs, Risk Officers, Compliance teams and other departments.
How long does it take to integrate forfi AI solutions?
Zero-Integration. Banks & credit unions can start with public call report data and peer benchmarking immediately. Adding internal, read-only data can be completed within a day.
Do I need technical expertise to use forfi.ai?
Not at all. ForFi.ai is designed for bankers, not engineers. You simply ask questions in natural language - like “Show me our CRE exposure vs peers” - and the system does the rest. No coding, no queries, no training required.
Does forfi.ai replace our analysts or reporting team?
No - it enhances them. forfi.ai automates repetitive work so your team can focus on analysis, forecasting, and decision-making. Think of it as adding a smart AI teammate that handles the heavy lifting.
What kind of data can forfi.ai work with?
The platform connects to both public and internal banking data - including call reports, loan portfolios, risk data, and peer metrics. You can start with public data and scale to secure internal connections over time.
How long does onboarding take?
Onboarding is instant - no integrations, no setup, no IT involvement. ForFi.ai delivers value from day one using data we already have, including public call report and peer information. You’ll see your institution’s insights, benchmarks, and performance dashboards immediately after sign-up.
How do we get started?
Join the early access program. We’ll onboard your team within days.
Feel free to mail us for any enquiries : shai@forfi.ai
FAQS
Questions? Answers!
Find Some quick answers to the most common questions.
What services does forfi.ai offer?
How long does it take to integrate forfi AI solutions?
Do I need technical expertise to use forfi.ai?
Does forfi.ai replace our analysts or reporting team?
What kind of data can forfi.ai work with?
How long does onboarding take?
Onboarding is instant - no integrations, no setup, no IT involvement. ForFi.ai delivers value from day one using data we already have, including public call report and peer information. You’ll see your institution’s insights, benchmarks, and performance dashboards immediately after sign-up.
How do we get started?
Join the early access program. We’ll onboard your team within days.
Feel free to mail us for any enquiries : shai@forfi.ai
FAQS
Questions? Answers!
Find Some quick answers to the most common questions.
What services does forfi.ai offer?
forfi.ai provides AI agents platform for banks & credit unions - including financial analytics, risk monitoring, automated reporting, collaborative dashboards and more. Our platform seamlessly transforms data into clear, actionable insights for CFOs, Risk Officers, Compliance teams and other departments.
How long does it take to integrate forfi AI solutions?
Zero-Integration. Banks & credit unions can start with public call report data and peer benchmarking immediately. Adding internal, read-only data can be completed within a day.
Do I need technical expertise to use forfi.ai?
Not at all. ForFi.ai is designed for bankers, not engineers. You simply ask questions in natural language - like “Show me our CRE exposure vs peers” - and the system does the rest. No coding, no queries, no training required.
Does forfi.ai replace our analysts or reporting team?
No - it enhances them. forfi.ai automates repetitive work so your team can focus on analysis, forecasting, and decision-making. Think of it as adding a smart AI teammate that handles the heavy lifting.
What kind of data can forfi.ai work with?
The platform connects to both public and internal banking data - including call reports, loan portfolios, risk data, and peer metrics. You can start with public data and scale to secure internal connections over time.
How long does onboarding take?
Onboarding is instant - no integrations, no setup, no IT involvement. ForFi.ai delivers value from day one using data we already have, including public call report and peer information. You’ll see your institution’s insights, benchmarks, and performance dashboards immediately after sign-up.
How do we get started?
Join the early access program. We’ll onboard your team within days.
Feel free to mail us for any enquiries : shai@forfi.ai