iLink Digital

iLink Operations Hub

AI-augmented branch operations for financial services

MACU Workshop  |  iLink Digital

What We Will Cover

  1. 01The operational burden on branch managers today
  2. 02Three AI-augmented patterns that change the model
  3. 03Live demo - Lending Protection, PoA Review, Branch Close
  4. 04The Microsoft stack underneath it all

Branches Run on Manual Review

Today

Loan exceptions reviewed by eye. PoA documents verified against paper checklists. Branch close checklists in spreadsheets with no dual-control enforcement.

The Cost

Exceptions that should escalate get missed. Compliance evidence is scattered. Branch managers spend 40% of their day on process, not people.

The shift

AI reads the documents. You make the call.

Three Patterns, One Platform

01

Lending Protection

AI reviews loan exception documents, flags policy deviations, and surfaces escalation signals before approval.

02

PoA Document Review

Drag and drop a power of attorney document. AI extracts key fields, validates scope, and delivers a structured Adaptive Card to your Teams channel.

03

Branch Close

Live 6-step checklist with dual-control enforcement, signer assignment, and a live Adaptive Card preview of what goes to audit.

Built for the Demo Environment

<1s Branch Close response time
6 Enforced checklist steps with audit trail
2x Dual-control required on cash reconciliation

The Microsoft Stack

Azure AI Foundry

gpt-4.1 with Document Intelligence grounding powers Lending Protection and PoA Review. Assistants V2 manages conversation state and tool routing.

Teams + Cosmos DB

Adaptive Cards deliver structured output directly to the branch manager's Teams channel. Every action is logged to Cosmos DB with a timestamped audit record.

Next steps

Start with one pattern. Ship in 90 days.

iLink builds the first pattern with your team, hands off the playbook, and stays on call for the next two.

operations-hub.ilink.tools