Onboarding assistants
Onboarding case preparation assistants.
AI Agent Development for
Fintech
Build agents that help your fintech team complete defined tasks.
Zimozi develops AI agents for operations, customer support and internal research. Agents can retrieve approved information and use connected tools within the permissions and review steps agreed for the workflow.
Support assistants
Customer support investigation assistants.
Research tools
Internal financial product research tools.
WHAT WE BUILD
Agents we can build.
Onboarding assistants
Onboarding case preparation assistants.
Support assistants
Customer support investigation assistants.
Research tools
Internal financial product research tools.
Operations agents
Operations agents that coordinate approved tasks.
Multi-agent workflows
Multi-agent workflows with defined handovers.
A PRACTICAL FIRST STEP
Give the agent a specific responsibility.
The starting point
An agent may prepare a case briefing, collect supporting information or create a review task. We define what completion looks like and which actions need approval.
How we scope it
A smaller, testable role is often a useful starting point. Multiple agents are introduced only when separate responsibilities improve the process.
Onboarding assistants
Onboarding case preparation assistants.
Build permissions into tool use
Each tool needs a defined scope. We plan authentication, review triggers and handling for duplicate requests or failed actions. Logs help the team investigate what the agent attempted and whether it completed the task.
Test the agent against real cases
Evaluation covers task completion, unsupported answers, tool errors and escalation behaviour. Deployment includes the agreed monitoring and a way to pause or restrict the agent if necessary.
From idea to everyday use.
Discover
Understand the users, current process and intended result.
Assess
Review the data, systems, access and review needs.
Develop
Build a focused pilot around the agreed use case.
Deploy
Connect the solution to the workflow and test exceptions.
Evolve
Monitor quality, usage and costs, then improve.
BUILT FOR REAL WORKFLOWS
Build permissions into tool use.
Each tool needs a defined scope. We plan authentication, review triggers and handling for duplicate requests or failed actions. Logs help the team investigate what the agent attempted and whether it completed the task.
IN PRACTICE
A practical use case.
Test the agent against real cases
The situation
A support agent retrieves a customer's permitted service history, checks approved product information and prepares a case summary.
The workflow
It can draft a response and suggest a task for the operations team. Staff review the output before customer communication or sensitive record changes.
In context
This example illustrates a potential workflow, not a claimed customer result.
Project scope
Evaluation covers task completion, unsupported answers, tool errors and escalation behaviour.
Delivery details
Deployment includes the agreed monitoring and a way to pause or restrict the agent if necessary.
Frequently asked questions
Still have a question?
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Send message
A chatbot provides a conversational interface. An agent can also use tools to carry out tasks. The two can be combined in one product.
Only within the permissions and approval rules explicitly defined for the project. Sensitive changes can require human approval.
Not always. One focused agent may be simpler to maintain and easier to evaluate.
YOUR NEXT STEP
Build an agent around one valuable task
Share the process you want to improve and the systems involved. We will help define the agent's role, permissions and success criteria.
Start a ProjectTell us about
Tell us about
your project.
Share a short brief, or book a time to talk with our team.