Case Studies
Detailed Use Case
Key Capabilities
Business Impact
Agentic Adverse Media Screening
From Alert Fatigue to Automated Adjudication
Industry:
Banking & Financial Services
Function:
Compliance, AML, KYC
Region:
Middle East, North Africa, Asia
The Challenge
Traditional adverse media screening systems overwhelm compliance teams with false positives, fragmented data, and rigid rule-based workflows. Analysts spent days manually validating alerts across disconnected sources—slowing onboarding and increasing regulatory risk.
The Agentic Solution
Newform implemented an agentic screening architecture where specialized agents collaborate in real time:
Researcher Agent scans 200K+ global sources via MCP
Resolver Agent matches entities using DOB, address, and career history
Linguist Agent distinguishes true risk language from neutral mentions
Adjudicator Agent scores risk and drafts SAR / EDD narratives
Agents communicate autonomously through A2A orchestration, delivering contextual decisions with full audit trails.
Outcomes
80% reduction in false positives
HNW onboarding cut from 4 days to 15 minutes
Multilingual screening across Arabic, Cyrillic, and Latin sources
Transparent “chain-of-thought” for every decision
Zero human intervention for routine adjudication
Our agents don’t just find news, they understand it.
Agentic AI for Bankers
From Fragmented Systems to Unified Intelligence
Industry:
Retail & Corporate Banking
Function:
Relationship Management, Advisory
Region:
Global
The Challenge
Relationship bankers operated across siloed systems—CRM, policy repositories, fee tables—leading to slow responses, inconsistent advice, and missed cross-sell opportunities. Manual lookups eroded client trust and compliance confidence.
The Agentic Solution
Newform deployed a Digital Relationship Officer powered by coordinated agent squads:
Knowledge Retriever surfaces policies, fees, and customer data in real time
Contextual Advisor recommends next-best actions and relevant offers
Communications Enabler drafts policy-aligned client communications
Compliance Logger ensures every interaction is auditable
All agents operate on a product-agnostic knowledge layer, decoupled from legacy silos.
Outcomes
35% productivity gain through reduced manual lookup
30% faster client response times
25% improvement in cross-sell effectiveness
Policy-aligned communication across all banking lines
Full traceability for every recommendation
A digital relationship officer that never sleeps.
Agentic AI in Collections
From Manual Chasing to Autonomous Resolution
Industry:
Banking & Lending
Function:
Collections, Risk
Region:
Middle East, North Africa, Asia
The Challenge
Collections workflows were fragmented across products and channels, driving high costs, slow resolution, and poor customer experience. Manual processes lacked transparency, increasing regulatory pressure.
The Agentic Solution
Newform introduced an empathetic, compliance-first collections architecture:
Outreach Agent engages customers across SMS, email, voice, and app
Negotiator Agent structures repayment plans and hardship programs
Risk Assessor predicts default vs recovery using behavioral signals
Compliance Logger maintains jurisdiction-specific audit trails
Agents collaborate to resolve cases faster—while preserving customer dignity.
Outcomes
40% improvement in repayment adherence
Average case closure reduced from 10 days to 2 days
25% lift in customer satisfaction
Transparent audit logs for every decision
Fully autonomous resolution for standard cases
Our agents don’t chase payments, they understand customer context.
Agentic AI in Payments
From Manual Chasing to Autonomous Resolution
Industry:
Banking & Payments
Function:
Payments Operations
Region:
Global
The Challenge
Payment operations were siloed across rails and products, with manual reconciliation slowing settlement and increasing error rates. Lack of transparency strained customer trust and compliance oversight.
The Agentic Solution
Newform built a real-time, agent-orchestrated payments framework:
Validator Agent confirms authenticity, KYC/AML, and fraud checks
Router Agent directs payments across SWIFT, ACH, card, and instant rails
Reconciler Agent matches transactions with core banking systems
Compliance Logger ensures regulatory-ready auditability
Agents operate continuously, enabling faster, safer, and traceable settlement.
Outcomes
70% faster settlement across product lines
90% reduction in reconciliation errors
Instant confirmations improve customer trust
End-to-end transparency for regulators and internal teams
Autonomous, 24/7 payments intelligence
Beyond moving money, our agents ensure context, compliance, and trust.
