"With Agentic Workflows, we’re taking this innovation a step further, making it possible for bank employees to be more effective, secure, and compliant in all of their daily functions."
- Hank Seale, CEO of Hapax
"With Agentic Workflows, we’re taking this innovation a step further, making it possible for bank employees to be more effective, secure, and compliant in all of their daily functions."
- Hank Seale, CEO of Hapax
What Are Agentic Workflows?
Agentic Workflows bring intelligent automation directly to financial institutions. Built on the Hapax Intelligence Core, they transform how banks and credit unions execute tasks — scaling expertise, reducing manual effort, and ensuring full compliance from day one.
No massive system rebuilds
No black-box AI
Your institution’s knowledge, automated
What Are Agentic Workflows?
Agentic Workflows bring intelligent automation directly to financial institutions. Built on the Hapax Intelligence Core, they transform how banks and credit unions execute tasks — scaling expertise, reducing manual effort, and ensuring full compliance from day one.
No massive system rebuilds
No black-box AI
Your institution’s knowledge, automated
Built for the Realities of Banking and Compliance
Banks and credit unions face enormous pressure to modernize — but legacy systems, regulatory complexity, and resource constraints have made transformation difficult.
Agentic Workflows change the equation by letting you automate tasks using your existing knowledge, systems, and compliance rules — without sacrificing control or security.
Built for the Realities of Banking and Compliance
Banks and credit unions face enormous pressure to modernize — but legacy systems, regulatory complexity, and resource constraints have made transformation difficult.
Agentic Workflows change the equation by letting you automate tasks using your existing knowledge, systems, and compliance rules — without sacrificing control or security.
Curious how agentic workflows could work with your team or systems?
We’ll walk you through use cases and share what we’ve seen work across institutions.
"General purpose, public AI involves (or poses) too much risk for banks and credit unions to confidently move forward with those solutions. With Hapax, being purpose-built for financial institutions and with single-tenant AI unique to us, we know we can move forward and start to innovate at pace and scale. It’s exciting to think about the possibilities of what Agentic Workflows can mean for our future, and for the industry.”
Robert Cole
SVP of Digital and Remote Strategies, Velocity Credit Union
How Agentic Workflows Work
Hapax combines AI agents, human logic, and secure automation to execute real banking tasks — instantly, and with total control.
AI Agents:
Task-specific AI teammates that understand your goals, analyze information, and take secure action to complete tasks.
💡 Example: A user asks for monthly summaries of revenue, profit margin, and account openings. The Manager Agent coordinates a Document Generator Agent to extract data from internal files and output it as a CSV — all in one seamless workflow.
Workflows:
Structured processes that combine agents, rules, and human approvals to automate real-world banking operations.
💡 Example: This workflow generates a finalized BSA policy document through five coordinated steps — from content generation to formatting, chat-based refinement, and secure retrieval of institution-specific information. Each step is automated and auditable.
Workflows:
Structured processes that combine agents, rules, and human approvals to automate real-world banking operations.
💡 Example: This workflow generates a finalized BSA policy document through five coordinated steps — from content generation to formatting, chat-based refinement, and secure retrieval of institution-specific information. Each step is automated and auditable.
Customization:
Start with ready-to-use agents or design your own to match your institution’s systems, processes, and goals.
💡 Example: Here, a user is building a custom workflow triggered by a document update, selecting the management style and defining agent goals — all before deploying the first task. Every agent, step, and output is configurable to your institution’s unique needs.
Security:
Single-tenant deployment ensures your data stays protected, private, and fully compliant — always under your control.
💡 Example: Before deployment, Hapax shows exactly how each agent step will execute — including access to document readers and secure Vault data — ensuring workflows meet your compliance and security standards at every stage.
Security:
Single-tenant deployment ensures your data stays protected, private, and fully compliant — always under your control.
💡 Example: Before deployment, Hapax shows exactly how each agent step will execute — including access to document readers and secure Vault data — ensuring workflows meet your compliance and security standards at every stage.
Out of the Box — Ready to Work for You
Hapax comes with pre-built agents and flexible workflow options designed for real banking use cases — so you can automate smarter from day one.
Research Agent
Finance Agent
M&A Finance Agent
Document Generator Agent
Compliance Agent
Document Comparison Agent
Audit Agent
Core Chat Agent
Institutional Knowledge Agent
Manager Agent
Personal Assistant Agent
Document Modifying Agent
Research Agent
Finance Agent
M&A Finance Agent
Document Generator Agent
Compliance Agent
Document Comparison Agent
Audit Agent
Core Chat Agent
Institutional Knowledge Agent
Manager Agent
Personal Assistant Agent
Document Modifying Agent
External Research Tools
Regulatory & Financial Intelligence
Document & Knowledge Management
Contact & Location Intelligence
Automation & Governance
User & Entity Management
Document Structure & Permissions
External Research Tools
Regulatory & Financial Intelligence
Contact & Location Intelligence
Automation & Governance
User & Entity Management
Document Structure & Permissions
External Research Tools
Regulatory & Financial Intelligence
Document & Knowledge Management
Contact & Location Intelligence
Automation & Governance
User & Entity Management
Document Structure & Permissions
External Research Tools
Regulatory & Financial Intelligence
Regulatory & Financial Intelligence
Contact & Location Intelligence
Automation & Governance
Wondering how these agents could work for your team?
Let’s map these agents to real workflows inside your institution.
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