More connected financial journeys, from first contact to decisions.
StaryaAI connects agents to operational data, rules, channels and systems to expand service, sales, collections and back-office capacity with governance.
- Operational context
- System integration
- People in control
For banks, fintechs and financial services companies with high volumes, multiple systems and traceability requirements.
Figures that help put operations in perspective.
plug-and-play agents
users
messages exchanged
average response SLA
Figures consolidated by StaryaAI. Updated: July 2026.
Companies featured in case studies published by StaryaAI
Financial operations have grown. Has the journey kept up?
Many bottlenecks look like staffing shortages. In practice, the cause may lie in how data, rules, systems and people participate in each stage.
Friction-heavy onboarding
Registration, documents, validation and questions cross systems and teams, interrupting continuity in the purchasing process.
Service tied up in repetitive inquiries
Requests about products, documents, invoices and limits take up skilled professionals' time.
Collections dependent on manual follow-up
Large portfolios require prioritization, context and continuity across channels, negotiations and the responsible team.
Sales opportunities lose context
Leads and customers cross different channels and teams without a continuous journey for qualification and appropriate offers.
Scattered rules and knowledge
Policies, criteria and guidance are spread across systems, documents and people, increasing rework.
Limited operational visibility
Managers struggle to track timing, exceptions, handoffs and indicators throughout the journey.
Agents connected to the journey, its rules and operations.
StaryaAI starts with the business priority. It then structures agent missions, connects authorized context and defines where the team should monitor, decide or intervene.
Understand the journey
We map objectives, rules, people, systems, risks and success criteria.
Design and integrate agents
Each agent receives a mission and works with the context it needs.
Monitor operations
The client participates in the journey and prioritizes improvements based on observed data.
Operational capacity where the journey needs it most.
The design can start with a priority area and expand into processes with more agents, channels and integrations.
Onboarding and activation
Guide purchasing stages, document requests, instructions and continuity across channels.
Customer service and triage
Organize recurring inquiries, record requests and route exceptions with the necessary history.
Collections and negotiation
Support prioritization, contact, context updates and handoff to the responsible team.
Sales and cross-selling
Qualify opportunities and connect offers to the timing, profile and rules defined by the business.
Back office and documents
Connect lookups, checks and records that depend on data, systems and human participation.
Financial operations support
Structure self-service and routing flows for administrative and financial requests.
A clear mission for each stage of the journey.
Agents are configured for the context, products, rules and intervention points defined by the organization.
Julia
Handles prospecting, opportunity qualification and scheduling, connected to the sales process and CRM.
Collections agents
Contact customers and organize continued negotiation according to rules, profiles and available history.
Customer service agents
Answer inquiries, record requests and escalate exceptions with journey context.
Onboarding agents
Guide purchasing, documentation and next steps throughout the customer onboarding process.
Scope follows the complexity of the journey.
An agent applied to your process
For a defined operational problem, with a mission, integrations, success criteria and monitoring.
- Flow and mission design
- Integration with the organization's context
- Validation before operations begin
A coordinated team of agents
For processes that cross teams, channels and systems and need complementary functions.
- Agents with defined roles
- Routing and handoff rules
- Expansion through new journey stages
Agent operations do not become a black box.
Enterprise is the environment clients use to monitor and participate in the operation of the agents they purchase.
- Track journeys and indicators defined in the project.
- Test flows and monitor operational progress.
- Handle handoffs and intervene when necessary.
- Connect agents to organizational priorities.
Agents in production across different business operations.
The Brain, Algar and StaryaAI partnership structures and delivers agents for corporate clients based on problems identified in each operation.
From sales to financial self-service.
The published scope includes agents for voice sales, document verification, financial self-service and concierge experiences.
“We approved the partnership with StaryaAI to meet this need and develop solutions for our customer base.”Leandro Nazareth Souto · Head of Innovation · Brain / Algar
agents in production within the published scope
of partnership, with automatic renewal
stated target for December 2026
Verification
Matching documents against systems to support validation during purchasing processes.
Self-service
Looking up and resending payment slips for recurring financial requests.
Recovery
Agents applied to billing and credit recovery within the published scope.
Results and targets supplied by StaryaAI and presented within the case study's scope.
Calculate your ROI.
Estimate the impact of AI automation on your financial operations. Actual results may vary.
View calculation breakdown
* Figures are calculated using the assumptions already used in the published calculator. Actual results may vary.
A method for turning priorities into execution.
Discovery
We understand the operation, its priority and the expected outcome.
Work Analysis
We map the mission, rules, KPIs, integrations and success criteria.
Design and preparation
We structure agents, flows, context and exception scenarios.
Integration and validation
We connect systems and validate behavior with the responsible team.
Go-live and improvement
We monitor operations and prioritize improvements based on data.
Connect agents to the financial ecosystem.
CRMs, ERPs, financial systems, channels and enterprise APIs.
CRM
Salesforce · HubSpot · Pipedrive · RD Station
ERP
SAP · Oracle ERP · TOTVS · Protheus
Financial systems
Core banking · Collections · Credit
Channels
WhatsApp Business · Voice · SMS · WebChat
Collaboration
Slack · Microsoft Teams · Google Workspace
APIs
REST APIs · Webhooks · GraphQL
Trust Center
Security, privacy and compliance at every layer of the platform.
Compliance by Design
LGPD work completed, with ISO 27001 and SOC 2 Type II certification processes underway. Controls and audit trails support project governance.
Data Protection
Integrated DLP, end-to-end encryption, immutable logs and configurable data residency.
Governance
RBAC/ABAC, auditing, usage policies and guardrails configurable to the context.
Observability
OpenTelemetry traces, alerts and dashboards to monitor technical and operational events.
Controls support governance and compliance. They do not replace legal assessment, internal policies or the client's regulatory responsibilities.
What often comes up before the first conversation.
How does a project for financial operations begin?
We start with the business priority, current journey, rules, systems involved, risks and criteria that will indicate success.
Are agents adapted to the company's rules?
Yes. The design considers the mission, products, policies, flows, access, integrations, exceptions and human intervention points defined for the project.
Does the solution replace core banking, CRM or ERP?
No. StaryaAI operates as an agent and orchestration layer connected to the systems and channels the organization already uses.
Does the platform guarantee compliance with BACEN, CMN and LGPD?
Not automatically. The project can apply access, traceability, security and governance controls that support compliance. Regulatory and legal assessment remains the responsibility of the parties involved.
What is the role of Enterprise?
Enterprise is the environment clients use to monitor agents, test flows, handle handoffs, intervene in operations and track the indicators defined in the project.
Which financial journey needs to improve now?
Connect your priority to agents designed for your operational context.
Schedule a conversation.
Tell us which financial journey needs to improve. Our team assesses context, integrations and success criteria.
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