New AI agents inside Kinective Data Intelligence compress reporting work that once took days into minutes
Kinective, the company delivering intelligent banking to over 4,300 banks and credit unions, launched Report Builder Agent, the first of several AI Developer Agents that help financial institutions take action on their data. Available as part of Kinective Data Intelligence, the Report Builder Agent creates dashboards and reports from plain-language prompts, enabling users to easily customize and refine outputs without specialized IT or data analyst intervention.
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“The Report Builder Agent holds its own against leading data visualization platforms, but ours was designed specifically for community banks and credit unions.”
The Report Builder Agent operates inside an institution’s existing data permissions and role-based access established through Kinective Data Intelligence, which digests data and organizes it into a unified, navigable structure. The AI-powered agent sorts through internal information, creates a preliminary, adjustable version of the requested asset, and provides data references to empower users to verify accuracy.
“The Report Builder Agent holds its own against leading data visualization platforms, but ours was designed specifically for community banks and credit unions,” said Dan Snyder, executive vice president of product at Kinective. “Most institutions have more data than they can use and less insight than they need. With the Report Builder Agent, a lending officer can request an overview of current loan performance or a branch manager can build a dashboard of account opening activity in minutes. Having that level of intelligence at their fingertips means bankers and credit union leaders can act quickly to enhance account holder experiences or drive growth for their institution.”
Kinective’s Developer Agents are purpose-built for every-day financial institution tasks. Together, they modernize workflows from manual investigation and configuration to faster, more guided work that surfaces account holder insights and recommended actions. In addition to the Report Builder Agent, Kinective Data Intelligence users can gain access to several additional agents:
- Data Pipeline Agent: Reduce the time and effort required to map source data into destination tables.
- Data Lineage Agent: Make it easier to audit, troubleshoot and trust data when numbers need explaining.
- SQL Query View Agent: Provide the context needed to work confidently with reporting data.
- File Uploader Agent: Streamline recurring file-based data intake and reduce repetitive configurations.
- Form Agent (coming soon): Reduce the need to navigate complex field names, syntax and system conventions.
- Workflow Builder Agent (coming soon): Move from process requirements to a usable workflow faster.
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