Agentic AI for Financial Services (original) (raw)

Pre-Built AI Workflows

for Credit Unions, Banks, and Private Equity

Multimodal turns your institution's complex workflows into AI playbooks that process your documents, do triage and decisioning, and deliver examination-ready output, every time.

Book a Demo

Trusted by leading financial services institutions

Your best analysts are retiring,

your loan volume isn't

Decades of expertise, walking out the door

Your most experienced analysts know every edge case, every examiner preference, every exception worth making. When they retire, that knowledge leaves with them.

More files, same team,

no relief

Loan volume is up. Your operations budget isn't. Every manual review is a bottleneck your competitors have already solved.

Examiners expect consistency you can't guarantee

Different analysts, different days, different decisions. When the examiner asks why two identical files got different outcomes, "it depends who reviewed it" isn't an answer.

From borrower financials to an examiner-ready credit memo in minutes

Choose from 100+ pre-built playbooks, or describe your process and we'll configure one in days. Here's one in action.

Upload financial documents

Quarterly fund data aggregated, LP letter sections drafted, and a complete update GP-ready, before the reporting window closes or your IR team starts writing from scratch.

Financials are spread and policies applied

DSCR, LTV, leverage ratios, and cash flow are normalized across periods. Your institution's credit policies and risk thresholds are applied to all data.

Get an examiner-ready credit memo

Full decision rationale, audit trail, and policy citations, ready for the loan committee. Every conclusion is traced back to its source document.

80%

reduction in credit memo prep time

15 min

from upload to committee-ready output

100%

audit trail on every decision

Credit Unions

Banks

Private Equity

Purpose-built for your institution

One platform, multiple playbooks, each one configured to your policies and compliance requirements.

Credit Unions

Banks

Private Equity

Other Financial Services

50+ integrations. Live in weeks.

From core banking to document management, Multimodal integrates with your existing infrastructure

Built for the standards financial services are held to

Full traceability on every decision. Complete data sovereignty. Human oversight at every step.

SOC 2 Type II

PCI DSS

ISO 27001

"In just 90 days, Multimodal automated over 300 daily payment orders and forms, reducing processing time by 75% and tripling capacity — all without changing existing systems."

Ronny Baumgart

Head of Automation, Swisscom

"Our lending team can now focus on value-added decisions rather than paperwork, and we're positioned to scale loan processing without adding headcount."

Chris Ferguson

SVP Consumer Lending, Forum Credit Union

"Nobody is doing what we're doing with Multimodal — not even close."

Jim Beech

CEO, Direct Mortgage Corp.

See what Multimodal does with your actual documents

Book a 30-minute proof-of-concept. We'll configure a playbook for your workflow, run your actual documents live, and show you production-ready output, not a slide deck.

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