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 &
ORIGINATIONCapture, qualify, and assign leads with minimal manual effort.
AUTHENTICATE
Accelerate credit appraisal with AI and custom-built decision rules.
DATA-DRIVEN
UNDERWRITINGUse bureau and Account Aggregator data for smarter risk assessment.
DOCUMENT &
KYC AUTOMATIONAutomatically parse documents and validate borrower information.
LOAN SERVICING
AUTOMATIONStreamline EMI schedules, NACH mandates, and payment reconciliation.
COLLECTIONS &
COMPLIANCETrack DPDs, automate recollection, and simplify compliance reporting.
Turning Complex Decisions Into
AI-Driven Workflows
Live in Under 2 Weeks
Pre-built BFSI templates & API integrations 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