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Banking

What we do
"Pains (the leaks) "

Long decision cycles, with opportunities stuck in compliance or approvals.

Institutional networks go cold without structured re-engagement.

Multiple funnel handoffs between RM, Credit, Ops cause leakages.

Collections delayed; liquidity forecasting weak.

Demo Version

Avisa Playbook (Agents at Work)

  • IMPACT:
    Monitors market signals, creates credibility presence across digital touchpoints.
  • FOCUS:
    Auto-builds compliance-ready funnels, flags bottlenecks in approvals.
  • CONNECT:
    Re-engages dormant institutional relationships, keeps CXO-level networks warm.
  • FLOW:
    Forecasts liquidity gaps, accelerates collections with automated reminders.
Demo Version
"Outcomes (KPIs)"

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demo-to-deal velocity.

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drop in stalled institutional accounts.

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faster approval cycles.

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improvement in average collections

What we do
Service

Case-Style Vignette

A mid-sized regional bank had 30% of SME deals stalled in compliance review. By deploying FOCUS agents, Avisa mapped approval delays and automated documentation checks. CONNECT agents reactivated 12 dormant accounts. Within 7 days, the bank saw 22% more deals progress to credit committee stage, and collections accelerated by 14 days.

Apply for Pilot in Banking
Service