Decades of expertise, walking out the door
Your most experienced analysts know every edge case, every examiner preference, every exception worth making. When they retire, that knowledge leaves with them.
Pre-built AI workflows
for credit unions and banks
Multimodal turns your institution's complex workflows into AI playbooks that process your documents, do triage and decisioning, and deliver examination-ready output, every time.
Book a DemoTrusted by leading financial services institutions
See AgentFlow in action
Your best analysts are retiring, your loan volume isn't
More files, same team,
no relief
Loan volume is up. Your operations budget isn't. Every manual review is a bottleneck your competitors have already solved.
Examiners expect consistency you can't guarantee
Different analysts, different days, different decisions. When the examiner asks why two identical files got different outcomes, "it depends who reviewed it" isn't an answer.
From borrower financials to an examiner-ready credit memo in minutes
Choose from 100+ pre-built playbooks, or describe your process and we'll configure one in days. Here's one in action.
Upload financial documents
Quarterly fund data aggregated, LP letter sections drafted, and a complete update GP-ready, before the reporting window closes or your IR team starts writing from scratch.
Financials are spread and policies applied
DSCR, LTV, leverage ratios, and cash flow are normalized across periods. Your institution's credit policies and risk thresholds are applied to all data.
Get an examiner-ready credit memo
Full decision rationale, audit trail, and policy citations, ready for the loan committee. Every conclusion is traced back to its source document.
80%
reduction in credit memo prep time
15 min
from upload to committee-ready output
100%
audit trail on every decision
Purpose-built for your institution
One platform, multiple playbooks, each one configured to your policies and compliance requirements.
50+ integrations, Live in weeks
From core banking to document management, Multimodal integrates with your existing infrastructure
Built for the standards financial services are held to
Full traceability on every decision. Human oversight at every step.
SOC 2 Type II
Supports DORA Requirements
Customer Data Separated By Account
- Complete Audit Trail
- Model-Agnostic
- Explainable AI
- SSO & RBAC
- Private Deployments
- Human-in-the-Loop
"In just 90 days, Multimodal automated over 300 daily payment orders and forms, reducing processing time by 75% and tripling capacity — all without changing existing systems."
Ronny BaumgartHead of Automation, Swisscom
"Our lending team can now focus on value-added decisions rather than paperwork, and we're positioned to scale loan processing without adding headcount."
Chris FergusonSVP Consumer Lending, Forum Credit Union
"Nobody is doing what we're doing with Multimodal — not even close."
Jim BeechCEO, Direct Mortgage Corp.See what Multimodal does with your actual documents
Book a 30-minute proof-of-concept. We'll configure a playbook for your workflow, run your actual documents live, and show you production-ready output, not a slide deck.
Book a Demo
Security & Data Privacy First
Flexible Deployment
Most customers use AgentFlow as a managed platform. Private cloud options can be evaluated and scoped separately.
Data Security
Your data stays within your systems, ensuring user privacy and compliance with regulations, enhancing business security.
Enhanced Protection
This setup safeguards your users, keeping your operations secure and compliant.