Customers·Banks

AI financial ops, embedded into the bank.

Banks serve SMBs as trusted financial hubs, but often struggle to extend beyond core banking into day-to-day financial operations like invoicing, collections, and expense management.

Dolfin allows banks to embed AI financial ops agents directly into their digital banking platforms - without rebuilding infrastructure or disrupting regulated systems.

Dolfin's white-label AI agents are embedded via API and operate inside the bank's platform, automating receivables and related workflows under the bank's brand.

Benefits for banks
  • Launch new SMB-focused products quickly.
  • Increase engagement and retention.
  • Differentiate beyond traditional banking features.
  • Avoid building and maintaining financial ops infrastructure.
Benefits for bank customers
  • Less manual admin.
  • Faster and more predictable payments.
  • Financial automation inside their bank.
  • No new tools to learn.