The future of banking isn’t coming, it’s here. And it’s powered by AI. Don’t get left behind. SimpliFI Consulting, fueled by Vue.ai’s unified AI orchestration platform, doesn’t just talk about AI; we deliver it. We’re your partners in transforming banking operations, slashing costs, and creating customer experiences that redefine engagement. All with measurable return on investment.
Our Approach to AI Adoption
At SimpliFI Consulting, we know that AI adoption in the banking sector is complex due to regulatory requirements and sensitive customer data. We focus on creating a tailored strategy with clear ROI metrics, starting with high-impact, low-risk use cases. Our approach includes a clear roadmap for scaling up, allowing for small steps toward large results. With Vue.ai’s powerful AI orchestration platform and our banking expertise, we ensure your AI investment delivers meaningful outcomes. Here’s how we do it:
AI Strategy Consulting
We craft an AI strategy that aligns with your bank’s objectives, pinpointing areas where AI can drive the most impact; whether in improving efficiency or enhancing customer experience. We ensure that every AI initiative is in harmony with your bank’s broader goals.
AI Platform Integration
Vue.ai’s Enterprise AI Orchestration platform is the cornerstone of our AI solutions. Vue.ai is an AI Orchestration platform capable of flexibly using various LLMs and Gen AI capabilities to deliver Data Unification across multiple data sources, Intelligent Document Processing, Predictive Analytics, Workflow Automation and Data Visualization – ALL WITHIN A SINGLE UNIFIED PLATFORM. Tech veterans and business leaders would agree that using a natively integrated platform for automating multiple processes substantially reduces the overall costs (TCO) and helps in eliminating data silos that usually get created when multiple point solutions are purchased to solve individual use-cases across the organization.
SimpliFI Consulting & Vue.ai's 30-60-90 Day Promise
Our 30-60-90 Promise for industry specific requirements guarantees rapid deployment and results through our solutioning-delivery-customer success framework. We enable enterprises to go live with instant applications while driving a bottom-up data & AI transformation with our unified, composable platform. We eliminate friction by replacing outdated processes and tools, while seamlessly integrating with your existing systems, ensuring a smooth transition.
Pilot Go-Live
ROI Proof
Scale
End-to-End AI Implementation
From KYC, onboarding automation to, loan processing, and customer behavior analysis for upsell, cross-sell, fraud detection, early warning signals and much more, we help you transform all core processes. This reduces manual intervention, accelerates decision-making, and improves accuracy, driving both cost savings and faster turnarounds helping you stay ahead of the competition.
Low-Code, Composable Workflows
Vue.ai’s Composable Workflows offer a drag-and-drop low-code interface, making it easy to design and implement customized workflows. This approach cuts down implementation time, reduces complexity, and enhances flexibility.
AI Training & Change Management
Successful AI adoption requires empowering your team. We offer comprehensive training and change management support, ensuring your bank’s workforce can effectively use our low-code platform to drive transformation with measurable outcomes.
AI Use Cases in Banking
KYC and Onboarding Automation
Streamline customer onboarding by automating document processing and data extraction.
Fraud Detection & Risk Profiling
Use AI to detect fraud in real-time and assess customer risk more accurately.
Trade Finance Automation
Automate processes like LC document checking, reducing operational costs and human errors.
Personalized Customer Journeys
AI-driven upsell and cross-sell strategies create tailored experiences, enhancing customer loyalty.
End-to-End Loan Automation
AI accelerates loan application, approval, and disbursement processes, improving TAT and substantially increasing your team's capability to handle more business.
Customer360
Build comprehensive customer profiles by integrating data from multiple systems, enabling smarter, more informed decisions.
Asset Liability Management:
AI-driven ALM empowers banks with real-time data integration, predictive analytics, and proactive risk management. By unifying fragmented financial data and leveraging machine learning, AI enhances forecasting accuracy, optimizes liquidity, and ensures regulatory compliance.
Case Study Highlights
Retail and Commercial Lending NBFC
Automated end-to-end loan processing, resulting in 2x revenues through rapid onboarding, reducing loan approval time by 90%, cutting risk profile errors by 80%, and expanding the number of dynamic financial products served by 3x.
Top NBFC and Insurance Group
Deployed AI-powered non-performing asset recovery solutions, leading to a 20% uplift in collections, a 10% reduction in contracts past due over 180 days, and a 5x increase in creation and deployment of models to production through the Vue.ai platform.
Global Insurance Company
Personalized learning journeys for agents, increasing learning platform adoption to 90% compared to 15-20% originally, 80% of agents progressing to next band of sales efficiency in a quarter, solution rolled out in 15+ countries within a year.
Multi-Billion Dollar IT Services Provider
Implemented AI-driven invoice automation for accounts payable workflows, achieving 90% accuracy in extraction and reducing resource costs by 50%, saving $25M annually.
Leading Healthcare Staffing Provider
Optimized TAT through KYC document automation, reducing document validation and verification time by 92%, cutting manual effort to 1/8th of the previous time, with a projected annual ROI of 3.5x.
Why SimpliFI Consulting + Vue.ai?
Domain Expertise
SimpliFI Consulting’s comprehensive understanding of banking enables us to craft a coherent and scalable path for AI adoption for your organization. We craft a seamless transition journey by starting with small number of high impact and low risk use cases that are practical, compliant, and aligned with your strategic direction.
AI Excellence
Vue.ai brings a Single Unified Platform with capabilities to transform processes and enable faster decision making across different functions of your organization.
Quick ROI & Scalability
With our 30-60-90 Day Promise, we deliver rapid, measurable results from pilot launch to proven ROI and full-scale implementation.
Seamless Integration
Vue.ai’s repository of over 200 connectors and ability to quickly build new ones ensure a smooth integration across your bank’s systems, eliminating data silos and enabling cohesive, efficient workflows.
SimpliFI Consulting and Vue.ai offer a holistic, results-driven approach to AI adoption in banking. From quick wins to long-term scalable impact, we help your bank unlock the full potential of AI. Whether it's automating key processes, enhancing customer experience, or boosting operational efficiency, we’re committed to making your digital transformation seamless, cost-effective, and future-ready.