Fintech AI Agents can now perform cascaded tasks using multiple underlying foundation models. Delivering the best in performance, agentic actions, and execution costs.
A few highlights:
▶ We’ve added Deepseek R1 as one of the foundational models for Orin AI agents. Seeing pretty solid initial results for logical reasoning when tested on a few B2C fintech scenarios. *Currently #Deepseek is available only in private beta (without SOC-2).
▶ Our customers and prospects have been asking about Claude. As it excels in security and stepwise actions — both critical for fintech use cases. So, we’ve included support for Claude Sonnet 3.5 for Orin’s Agentic actions.
▶ Orin now supports three modes of customer support engagement: 1/ User chat – Embedded on customer portals and help center sites. Answers product questions and resolving Tier-0 issues.
2/ Email queries – Parses email threads to understand customer problems, looks up different sources, reasons out a solution, and drafts responses. Used by human agents to reply to customers efficiently.
3/ Ticket forms – Assists human agents by analyzing support tickets, using macros, knowledge bases, and past history. Suggest responses for customer reps handling the issue.
Payment apps – Handling a variety of user inquiries on rates, payment methods, transaction times, and currency exchange. Wealth mgmt & Tax accounting – Managing queries about IRS forms, tax limits, 401(k), and IRA options.
An example AI Agent looks like this inside the customer portal --> See the full blog in URL.