Octa Agents
FOR BANKS & NBFCsThe AI Operating System
for Banks & NBFCs
Industry Context
TriAxis puts sales, credit, disbursement, and collections on autopilot through one AI-native platform with custom BREs and deep bureau/AA integrations.
AI-POWERED LENDING WORKFLOWSLending Operations,
Orchestrated End-to-End
Automate origination, decisioning, servicing, and collections with AI-powered lending workflows.
View Modules
LEAD CAPTURE &<br />ORIGINATION
Capture, qualify, and assign leads with minimal manual effort.
AUTHENTICATE
Accelerate credit appraisal with AI and custom-built decision rules.
DATA-DRIVEN<br />UNDERWRITING
Use bureau and Account Aggregator data for smarter risk assessment.
DOCUMENT & KYC<br />AUTOMATION
Automatically parse documents and validate borrower information.
LOAN SERVICING<br />AUTOMATION
Streamline EMI schedules, NACH mandates, and payment reconciliation.
COLLECTIONS &<br />COMPLIANCE
Track DPDs, automate recollection, and simplify compliance reporting.
Turning Complex Decisions Into
AI-Driven Workflows
Live in Under 2 Weeks
Pre-built BFSI templates for rapid deployment.
Compliance Built In
RBI, CRILC, DPD, and NPA frameworks built into workflows.
One AI Lending Platform
CRM, LOS, and LMS unified in one platform.
Custom-Built Decisioning
Custom BREs with bureau & AA integrations.
- 25+Institutions Live
- ₹1,000 Cr+Loans Originated
- < 2 hrsDisbursement Time
- 95%+Automated Decisioning
TRUSTED BY 20+ LENDING INSTITUTIONS ON TRIAXIS
