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Product overview

Business orchestration that runs on your business context.

See how it works
Build
PlaybooksModel a process once — a team of agents runs it in parallel, end to end. IntegrationsPlugs into the store, helpdesk, and carrier tools you already use.
Orchestrate
BrainGive every agent one memory of your customers, policies, and past decisions. CockpitWatch every run live and sign the calls that matter.
Optimize
Simulation & A/B testingRehearse changes on real cases, then run two versions and keep the winner. InsightsSee what agents saved, what they refused, and where runs stall.
Scale
ChannelsMeet customers on text, email, voice, and chat — one process behind all of them. Trust & ReliabilityDeploy with an audit trail, autonomy limits, and a stop that lands.

Financial services — Clarwiz for Financial Services

01 · Outcomes

Run regulated operations on one memory.

Speed with controls intact

KYC-to-active in hours, not weeks — every step against policy, every exception escalated with the full trail attached.

Scale without headcount

Back office, service teams and relationship managers handle more volume without adding seats — agents do the swivel-chair work.

Regulator-ready by default

Every action logged — who, what, when, on which system. The audit trail writes itself as the work happens.

02 · Where it runs

Streamline your most regulated workflows

Onboard — application to active account

KYC that finishes itself

Document collection, verification and screening run against policy; the approval stays with a named officer, every time.

Serve — request to resolution

Requests actioned across the core

Balance, card, mandate and statement requests authenticated and executed across every system they touch — escalated only when judgment is needed.

Protect — alert to closure

Disputes packed, alerts triaged

Chargebacks filed with evidence inside the window; fraud and AML alerts worked to closure with a person on every hold.

Operate — the back office

Payments ops, on time and in balance

Reconciliation, case management and exception queues run on schedule — maker-checker intact, money and data accurate to the unit.

03 · Why Clarwiz

We don't drop a chatbot into your bank. We take whole workflows into regulator-ready production — across every core, CRM and channel that touches them, on one memory of the customer, with your officers holding every approval.

Let agents run the busywork.
You approve what matters.

Start today — connect your tools and watch agents work your real conversations. When you're ready to automate across your business, book a pilot scoped to one workflow.

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30 minutes · One process · SOC 1 · SOC 2 · ISO 27001 · PCI DSS · GDPR