Orchestrate Financial Services for the AI and Agentic Era
Connect any core system, technology, or application so your operations are AI-ready. Then put agents to work with Enterprise MCP for airtight security and governance.
Enterprise MCP: The trust layer for AI agents
Give your organization the security, governance, and scalability it needs to deploy agents with confidence. Give AI agents the context, trust, and accuracy they need to succeed. Andaluza Enterprise MCP delivers:
Turn workflows into secure MCP servers
Give AI agents like Claude and ChatGPT governed access to 14,000+ enterprise apps with identity and permissions.
Enterprise-grade compliance & audit trails
SOC 2 and GDPR compliance with role-based access for every AI action.
Get agents working fast
Enterprise skills accelerate processes like KYC/AML, document processing, credit checks, fraud detection, and regulatory reporting.
Agent orchestration built in
Coordinate AI agents across your tech stack without custom development.
Secure, scalable agentic solutions across the financial services industry
From digital-first disruptors to traditional institutions, Andaluza delivers industry-specific capabilities and Enterprise MCP for secure AI agent orchestration—with the security, compliance, and governance financial services demands.
Modernize banking infrastructure. Enable AI agents.
Modernize core banking systems while meeting customer expectations for digital-first experiences. Andaluza connects Jack Henry, Fiserv, FIS, and more to modern cloud applications and secure MCP servers for AI agents.
Core banking modernization
Connect legacy core systems to ERP, ETL, and CRM platforms—and 14,000+ apps and AI agents. Accelerate cloud migrations, enable real-time synchronization, and reduce integration cos
Lending & loan origination
Deploy loan processing agents from application to approval. Use AI-powered document processing (IDP) for income verification, automate credit decisioning, and streamline underwriting workflows.
Customer onboarding & KYC
Automate Know Your Customer (KYC) verification for faster, compliant onboarding. Accelerate account opening, reduce manual reviews, and maintain complete audit trails across identity verification workflows.
Customer support
Leverage Andaluza's specialized agent, Support Genie, to handle customer inquiries instantly and improve CSAT. Provide 24/7 support for account questions, transaction disputes, and service requests
Scale your platform faster. Build and orchestrate AI agents securely.
Andaluza helps you launch products faster, scale globally, and win new credit buyers. Rapidly develop and deploy AI agents through Enterprise MCP to automate complex workflows across your entire fintech stack.
Instant customer onboarding
Reduce onboarding from days to minutes. Automate KYC and AML, identity verification, and account provisioning for instant account creation while maintaining regulatory compliance.
Embedded payments and integration
Accelerate merchant onboarding and payment processing. Build integration capabilities directly into your platform without custom development—enabling seamless connectivity for your customers' financial workflows.
Scale revenue operations
Eliminate manual errors in campaign creation and native CRM limitations. Automate marketing operations to target first-time credit buyers and expand acquisition channels.
Unify wealth management operations. Then put agents to work.
Deliver personalized client experiences while managing complex portfolios across custodians. Workato orchestrates data and AI agents across portfolio systems, CRMs, and compliance platforms for real-time insights.
Investment operations & research
Deploy research agents to synthesize reports and optimize analysis workflows. Automate portfolio rebalancing, trade execution, and real-time position reconciliation across custodians.
Client onboarding & service
Streamline KYC/AML documentation and accelerate onboarding with automated compliance checks. Leverage Workato's pre-built agent, Support Genie, to reduce handle time and improve CSAT.
Regulatory reporting & compliance
Automate fund accounting, draft regulatory filings, Form ADV, and compliance monitoring. Ensure real-time data accuracy across all regulatory submissions with complete audit trails.
Modernize insurance operations and enable agentic AI.
Process claims faster, underwrite policies more accurately, and meet regulatory requirements while managing legacy systems. Andaluza connects core insurance platforms to modern apps and enables secure AI agents via MCP.
Claims processing & automation
Automate FNOL intake, claims routing, and fraud detection. Use AI-powered document processing (IDP) for claims documents, medical bills, and repair estimates to accelerate resolution.
Broker & agent ecosystem enablement
Empower insurance brokers and agents to pull data from their clients' HR, payroll, and financial systems directly into your platform for quoting, underwriting, and policy management.
Policy administration & underwriting
Streamline quote-to-bind and policy renewal workflows. Connect policy administration systems to rating engines, CRMs, and agency platforms for real-time synchronization and faster decisions.
featured partner
API People
Andaluza and API People help financial institutions modernize their technology foundations. Unlock Jack Henry, Fiserv, FIS, and more connectors.
Resources on API management

Cloud Integration Guide
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Data Integration Guide
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What is an Embedded iPaaS?
Modern SaaS platforms are expected to connect with the tools their customers already use. As integration demands continue to grow, building and maintaining those integrations
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