AI Data Agent
A multi-agentic chat interface built for credit professionals with agents that understand the nuances and complexities of finance workflows.
Introduction
Manage data with accuracy and AI-driven efficiency
Centralised, Agentic Interface
Accelerate your workflows. Break down exposures by vintage, compare collateral across jurisdictions, or flag covenant breaches. The agent queries your data and produces institutional grade outputs in seconds.
Interactive Dashboards and Insights
Go beyond static reports. Explore insights through interactive charts, stratification tables, and filterable views in real time. Visualise risk trends, covenant breaches, and performance metrics in seconds.
Validated Tools, Full User Control
Every action uses Accuria’s expert-grade analytics under your supervision. You approve each step before it runs, maintaining complete transparency. Automation enhances productivity but never replaces oversight.
Fully Customisable Skills and Memory
Teach the agent your business logic: waterfall rules, segmentation criteria, stress testing parameters, and portfolio-specific analysis templates. Save them as reusable skills that persist across conversations, so the agent learns your preferences and adapts to your workflow.
Create your Data Library
Build a centralised library of portfolios, loan documents, reports, and financials. Upload files and reference them naturally in conversation. You control exactly what the agent can access — nothing is shared without your approval.
Accelerate Portfolio Onboarding
Accelerate the ingestion, mapping, and structuring of complex credit portfolios across all asset classes: from retail and wholesale loans to receivables and alternative credit. Move from raw data to analysis-ready portfolios in a fraction of the time.
Safe, Secure, and Private.
Accuria secures your data, models, and knowledge with enterprise-grade security and compliance built for regulated financial institutions.
No training on your data
We never use your private data to train or update our models. Your portfolio data remains exclusively yours.
Private data stays private
Data is stored in siloed environments, isolated from other customer data with strict tenant separation.
Full data visibility
Control data access and usage with full insight into your operations through detailed audit logs.
Modern & secure data practices
Zero-trust architecture, least privilege access controls, and strong multi-factor authentication.
Encryption at rest and in transit
All data and metadata is encrypted at rest using AES-256 and in transit across all network connections.
NIST & CIS benchmarks
All development follows NIST cybersecurity guidelines with continuous CIS benchmark scans across infrastructure.
INTEGRATED
AI Data Agent at a glance
The only AI agent purpose-built for credit portfolio management combining conversational analysis, domain-expert workflows, and full platform integration with human-in-the-loop control.
CORE FEATURES
WORKS WITH THESE PRODUCTS
SOLUTIONS
Part of the solution
The Accuria platform provides a wide range of products and solutions to help meet your business needs.
Book a demo
Find out more about our integrated solutions
Schedule a demo with one of our experts.
INSIGHTS
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