Payman

Her AI only knows what she's taught it. And when it doesn't know something, it simply says so. Sleep tight, Karen.

Introducing After Hours. Because banking goes beyond branch hours when it’s agentic. This new series explores what happens when AI moves past answering questions and starts helping banks execute real financial work safely, with the control, compliance, and trust banking requires.

We are excited to announce our partnership with Citizens State Bank, a 113 year old community bank serving seven branches across Western Colorado. Citizens State Bank is deploying AI agents that work alongside branch staff to handle teller workflows, loan collections, account servicing, and reporting, with full audit trails and bank defined compliance controls. This is not a chatbot rollout. These AI agents understand what a banker is trying to accomplish, execute multi-step workflows, and maintain complete auditability throughout. "Our customers are at the heart of everything we do at Citizens State Bank. By thoughtfully leveraging AI, we are improving efficiency and access to information so our team can spend more time focused on the financial needs and decisions that matter most to the people and businesses we serve." - Alexander Price, President & CEO, Citizens State Bank Community banks are leading the shift to agentic banking. We are proud to be building this future alongside Citizens State Bank. Read the full announcement: https://lnkd.in/gDGkNDyY

Proud to be part of ICBA's ThinkTECH Accelerator Program 11 cohort! 10 weeks working directly with community bankers to bring agentic banking to their institutions. Let's build.

We were chosen to join ICBA's ThinkTECH Accelerator! Starting May 18, we will join the 11th ThinkTECH cohort alongside a group of companies selected to help community banks tackle their most pressing innovation priorities. For us, the fit is natural. Community banks don't need another chatbot. They need AI that understands intent, takes action, and operates within the controls banking demands. That's what we built. Our agents initiate payments, execute workflows, and run inside bank-defined policies, approvals, and audit trails. Agentic banking built for the real world. Practical for community banks. Safe for compliance. Powerful enough to change how banking gets done. Over the next 10 weeks, we'll be working alongside ICBA's network of bankers and industry leaders to keep pushing what AI can do for community banking. Proud to be part of this cohort. Let's get to work. More on the cohort: https://lnkd.in/g6pSkM5z

Anthropic just held "The Briefing: Financial Services". That event was not for community banks. But the implications are. The room was full of megabanks. The message was infrastructure. Financial services is Anthropic's #2 industry by enterprise revenue, 20 months running. 40% of their top 50 customers are financial institutions. Your customers are already experiencing AI everywhere else. Your largest competitors are not experimenting. They are deploying. And your core providers are not moving at the speed you need them to. You need agents that can execute real financial transactions, with the compliance controls your examiners already expect. The banks moving now will define the next era of community banking.

Missed one of our webinars? Want to hear more from our founders? We heard you and have launched a podcast! The Agentic Bank explores the shift from digital banking to agentic banking, featuring conversations with the leaders and builders who are deploying, regulating, and shaping the next era of financial services. Banking is being rewritten by AI agents that don't just talk. They transact. Listen now: 🎧 Spotify: https://lnkd.in/g37mHS_m 🍎 Apple: https://lnkd.in/gWqBpzMC

The one detail your agent needs to move money safely is buried in an image inside a bank policy PDF. Miss it and trust is gone. Your agent needs to take action on a customer's behalf. The one piece of information it needs? Buried in text embedded inside an image inside a PDF. If the agent can't get to it, the customer hears "I couldn't complete this." Trust eroded + possible churn felt even from an early innovator. If it can? Intent completed. Customer wowed! Trust earned. This is what completing intent safely and securely looks like. Not just reading documents, but reading every layer of every document, because policies, procedures, and agreements live in those layers. When real money moves, you don't get to skip a layer. So our engineer Rishabh Jain wrote up exactly how we built our RAG pipeline to handle this at Payman. Read it below!

Our own Rishabh Jain just published a detailed look at how the team built Chanakya, the knowledge retrieval engine behind our AI platform for banks. The problem: banks have thousands of pages of procedures, fee tables, and software screenshots that employees need to search every day. Standard AI search breaks down fast when a single wrong result means pulling up the wrong transaction type. Rishabh walks through the real engineering challenges of making AI retrieval work at banking scale, including the approaches that didn't survive contact with production and the ones that did. If you're curious about what it takes to build AI that financial institutions actually trust, this is worth the read. Full article: https://lnkd.in/eZbsBbeS

How Payman Built Production RAG That Actually Works at Banking Scale #RAG #GenerativeAI #LLM #BankingTechnology #AIEngineering https://lnkd.in/gDeANzpP Tyllen Bicakcic Prashanth Reddy Akash Desai