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Fluid AI

Fluid AI

Fluid AI | Agentic AI Platform for Banking, Insurance & Enterprises

Oct 1, 2025

Publisher

aitrendytools

aitrendytools

Category

🕴️ Agents

Plan

Paid

Socials

Fluid AI | Agentic AI Platform for Banking, Insurance & Enterprises - AItrendytools

Fluid AI is an enterprise AI platform built for banks, insurers, and large organizations that demand intelligence with compliance. Unlike consumer chatbots or generic AI apps, Fluid AI focuses on Agentic AI — autonomous, tool-enabled agents that can orchestrate workflows, retrieve knowledge, and act across multiple channels like voice, chat, and email.

The platform is designed for highly regulated industries where trust, security, and data privacy are critical. Fluid AI powers front-end experiences such as customer support, onboarding, and sales assistance, while also enabling back-end use cases like compliance automation, document intelligence, and enterprise search.

With deployments across global banks, insurers, and Fortune 500 enterprises, Fluid AI combines GenAI creativity with Agentic AI control, ensuring every output is accurate, auditable, and compliant. For executives, it means faster time-to-value. For IT, it means secure integration with existing infra. For customers, it means intelligent, human-like interactions — at scale.

How It Works

  • Connect Data Sources – Securely integrate enterprise knowledge bases, CRM, core banking, or policy admin systems.
  • Configure Agents – Define agent roles (support, compliance, sales) with workflows, tools, and escalation paths.
  • Deploy Across Channels – Activate agents on voice IVR, chat, WhatsApp, email, or web in days, not months.
  • Monitor & Govern – Track interactions, compliance, and KPIs with dashboards, audit logs, and controls.
  • Scale with Confidence – Expand to new use cases while staying aligned with SOC 2, ISO, DPDP, and other standards.

Use Cases

  1. Banking Customer Support: AI voice/chat agents for KYC, loan queries, and transaction support.
  2. Insurance Claims & Policy Management: Automating FNOL, policy servicing, and renewals.
  3. Compliance Automation: Checking transactions, generating audit trails, and ensuring regulatory adherence.
  4. Sales & Cross-Sell: Agents that recommend financial products based on real-time customer data.
  5. Enterprise Knowledge Search: Unified natural language search across documents, systems, and policies.
  6. Back-Office Operations: Automating workflows like reconciliations, reporting, and approvals.

Pricing

  • Starter – Custom pilot deployments for specific use cases.
  • Pro – Multi-channel agents with workflow automation, analytics, and governance.
  • Enterprise – Full suite with unlimited agents, compliance add-ons, private cloud/on-prem deployment, and premium SLAs. (Pricing on request; tailored to enterprise size and regulatory requirements.)

FAQs

Q1: How is Fluid AI different from regular chatbots?

 Fluid AI uses Agentic AI — agents that can call tools, connect with systems, and take actions, not just answer questions.

Q2: Is Fluid AI compliant with financial regulations?

 Yes. Deployments are aligned with SOC 2 Type 2, ISO 27001, ISO 27701, RBI circulars, and data privacy laws like DPDP 2023.

Q3: Can Fluid AI be deployed on-prem?

 Yes. Clients can choose on-prem, private cloud, or hybrid deployment models.

Q4: How quickly can enterprises go live?

 Pilot deployments can be set up in under 6–8 weeks, with full enterprise rollouts depending on scope.

Summary

Fluid AI isn’t just another AI tool — it’s a full-stack Agentic AI platform designed for enterprises where compliance and performance matter. With real deployments across leading banks and insurers, it helps organizations scale AI responsibly while delivering measurable ROI. If you’re looking for AI that’s powerful, enterprise-ready, and future-proof, Fluid AI is your answer.

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