AI Agents

Secure Processing for
Every Transaction and Request.  

Atlato Vault uses ultra-secure AI agents to modernize finance faster processing, stronger compliance, lower risk, and better customer service 24/7. 

Clara

Customer Inquiry Officer

George

Credit Documentation Officer

Julia

Debt Recovery Support Officer

William

Branch Performance Analyst

Clara

Customer Inquiry Officer

Clara is an AI agent that answers customer calls and enquiries across banking channels with fast and consistent support. 

PAYMENT FOLLOW-UPS

Sends reminders, payment notices, and follow-up messages to customers on overdue accounts.

PAYMENT FOLLOW-UPS

Sends reminders, payment notices, and follow-up messages to customers on overdue accounts.

TRACK & COORDINATE

Tracks payments, disputes, and customer responses, and helps coordinate next steps when needed.

TRACK & COORDINATE

Tracks payments, disputes, and customer responses, and helps coordinate next steps when needed.

REPORT & RECORD

Updates recovery records and maintains clear reports for the team.

REPORT & RECORD

Updates recovery records and maintains clear reports for the team.

George

Credit Documentation Officer

George is an AI agent that reads uploaded loan documents, extracts the details, creates the application in the system, and follows up on missing credit documents. 

READ & EXTRACT

Reads uploaded application forms and supporting documents, then captures the required customer and loan details.

READ & EXTRACT

Reads uploaded application forms and supporting documents, then captures the required customer and loan details.

CREATE APPLICATIONS

Uses the extracted information to create or update loan applications in the system accurately.

CREATE APPLICATIONS

Uses the extracted information to create or update loan applications in the system accurately.

FOLLOW UP DOCUMENTS

Follows up with customers for missing documents and helps keep the credit file complete.

FOLLOW UP DOCUMENTS

Follows up with customers for missing documents and helps keep the credit file complete.

Julia

Debt Recovery Support Officer

Julia is an AI agent that follows up on overdue payments, supports customer communication, keeps recovery records updated, and helps recovery teams stay organized. 

PAYMENT FOLLOW-UPS

Sends reminders, payment notices, and follow-up messages to customers on overdue accounts.

PAYMENT FOLLOW-UPS

Sends reminders, payment notices, and follow-up messages to customers on overdue accounts.

TRACK & COORDINATE

Tracks payments, disputes, and customer responses, and helps coordinate next steps when needed.

TRACK & COORDINATE

Tracks payments, disputes, and customer responses, and helps coordinate next steps when needed.

REPORT & RECORD

Updates recovery records and maintains clear reports for the team.

REPORT & RECORD

Updates recovery records and maintains clear reports for the team.

William

Branch Performance Analyst

William is an AI agent that tracks branch performance, monitors key metrics, and prepares reports with clear insights. 

TRACK PERFORMANCE

Monitors branch sales, service levels, and other key performance metrics.

TRACK PERFORMANCE

Monitors branch sales, service levels, and other key performance metrics.

ANALYSE TRENDS

Identifies gaps, trends, and performance patterns across branches.

ANALYSE TRENDS

Excursion analysis, corrective actions,audit trails, holds/releases.

REPORTING & INSIGHTS

Prepares dashboards, summaries, and review reports for management.

REPORTING & INSIGHTS

Prepares dashboards, summaries, and review reports for management.