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09.06.2026 6 min read

Agentic Workflows in Lending

Faster decisions. Less rework.

AI-supported lending processes with Human-in-the-Loop

Lending processes lose time not to complexity — but to manual loops.

How Swiss banks gain efficiency, quality and control at the same time with Agentic AI

Relationship managers coordinate instead of advise. Credit Operations waits for complete dossiers. Risk and Compliance receive decision papers that are rarely right on the first attempt. Agentic AI solves exactly this — with clear control responsibility remaining with people.

In the booklet

✓  The four use cases in the lending process — from pre-qualification to decision communication

✓  How Human-in-the-Loop works in practice

✓  KPIs for measuring efficiency and quality

✓  FINMA and DSG context for each use case

✓  How a bank gets started in four weeks

4 Use Cases Icon 4 use cases — Covering the lending process from front to back
🔄 First-Time-Complete-Rate — measurably improved through automated dossier preparation
✅ Human-in-the-Loop — approvals and decisions remain with people



Download now, free of charge. Find out how your bank can make lending processes more efficient — without losing control.


Download booklet (PDF)

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