Solutions / Financial services
Financial services can't ship AI without a governance story. Tray.ai is that story — audit trails, RBAC, and 100% uptime baked in.
Without RBAC, observability, and signed-off compliance posture, AI initiatives stall at security review. A major global insurer runs AI agents across claims, underwriting, and customer service on Tray.ai — every tool call audited, every credential scoped. Also in production: Starling Bank (800+ workflows), Ramp, Robinhood, US Bank, and others.
SOC 1 & SOC 2 Type II, HIPAA, GDPR, CCPA. Every workflow run, every agent action — traceable to a user.
Agent Gateway gives banks managed MCP servers with RBAC and observability — answerable to legal and risk.
Core banking, CRM, fraud, KYC, claims, payments — 700+ connectors cover the regulated stack.
Merlin ships agents with human-in-the-loop approval gates on sensitive operations.
~10 hrs/month saved on commission and billing reconciliation
“Tray.ai gave me efficiency because of the timeliness of the info I could provide, and freed up resources in customer success, sales and marketing, and finance.”
Customer stories tagged to this industry.
The use cases financial services teams pursue first on Tray.ai.
Ship production agents, not pilots.
Most AI projects stall in pilot. Tray.ai is the path to production agents — reasoning, acting, and audited across your real systems.
Integration without the integration backlog.
Replace MuleSoft, Boomi, or whatever stitched-together iPaaS is slowing you down. Tray.ai connects 700+ apps and prepares data in flight — at enterprise scale, in days not quarters.
Bring order to MCP chaos.
MCP adoption is outpacing governance. Tray.ai's Agent Gateway makes Model Context Protocol enterprise-safe — managed servers, RBAC, observability, audit.
Manual work, automated.
Automate the manual work IT hasn't gotten to — across 700+ connectors, with audit trails baked in. Without waiting for engineering.
Yes. SOC 1 & SOC 2 Type II, HIPAA, GDPR, CCPA. EU-US, Swiss-US, and UK-US Data Privacy Frameworks. Regional hosting on Enterprise. Every workflow run logged with full audit trail. A major insurance group runs AI agents across claims, underwriting, and customer service on Tray.ai — full audit trail of every MCP call, every tool invoked, every credential used.
Agent Gateway is exactly that story — managed MCP servers, RBAC, observability, and audit logs that satisfy enterprise compliance requirements. A global insurer consolidated department-level MCP servers into a single governed control plane — IT-approved, versioned, scoped — with zero raw system access remaining. The same pattern applies for banks evaluating MCP rollouts.
Region-specific hosting and on-premise connectivity are available on the Enterprise tier. Talk to sales for a structured fit conversation.
A tailored demo against your real systems and stack.
