A briefing for Banks & Insurers

Pilots work. Production doesn’t. AI hits a ceiling at 6–12 months.

Lyzr takes AI past that ceiling — inside your VPC, under your governance.

The agent infrastructure platform purpose-built for regulated finance. Sovereign by default, deterministic where it matters, autonomous where it pays — with outcomes the business actually owns.

1M+
Invoices/yr at WTW
4
WTW business units live
Accenture
Deployment partner
Inside
Your VPC, always
Running Lyzr today
Accenture
WTW
Verifone
Crown Castle
Prophet
AWS
Case study● Live in production

WTW — enterprise AI in mission-critical insurance workflows.

Willis Towers Watson deployed Lyzr — via Accenture — to orchestrate agents across four business units. Cross-system, multi-step, business-owned and governed. Not a pilot: a live agentic workflow processing more than a million invoices a year.

1M+
Invoices processed annually
4
Business units orchestrated
0
IT bottleneck for business logic
100%
Audit-grade governance
Industry

Global Insurance & Risk Advisory

Challenge

AI adoption hit a ceiling at 6–12 months — automation stopped at system boundaries.

With Lyzr

Cross-system agentic orchestration that business teams own, with governance retained.

Three adoption patterns

How enterprises are putting Lyzr into production today.

Central agent platform

Companies standardise on Lyzr as the platform for every agent across the enterprise.

  • WTW
    Automating processes across 4 business units
  • Verifone
    Customer support, HR and more

Powers an internal AI platform

Lyzr sits underneath a customer's branded AI platform — they ship products on top.

  • Accenture
    Internal functions + customer workloads
  • Prophet
    Internal AI platform for clients

Reimagines complex workflows

Teams replace brittle legacy automation with agentic orchestration where it matters most.

  • Crown Castle
    Order processing engine — fixing revenue leaks
About Lyzr

A platform company that owns outcomes.

Lyzr is building the AWS for Agent Infrastructure — but we operate like Palantir. We don’t hand over a toolkit and walk away. Our applied AI team and consulting partners ship the agents, own the ROI, and graduate the program to your team.

Founded
2023
Raised
$14.5M · Series A
Led by
Rocketship
Investors
Accenture, Partnership Fund, Henry Ford III
Team
200+ · growing 100% QoQ
Compliance
SOC 2 · HIPAA · GDPR · CCPA · ISO 27001
Where we operate
New York City
Headquarters
San Francisco
Agent Labs
Bengaluru
FDE Engine
Recognition
  • AWS GenAI Global Innovator — Finalist
  • Accenture Ventures — Winner
  • Harvard Innovation Fund — Winner
Founding team

Siva Surendira (CEO, ex-Tesco, Pearson, Powerupcloud — #1 AWS AI/ML partner in APAC), Jithin George (CTO, ex-Oracle, Cisco), Anirudh Narayan (CGO, Columbia MBA), Shreyas Kapale (Founding Architect), Khush Patel (Founding Engineer, ML research).

Architected big-data systems for Tesco, Google, CapitaLand, Singapore Airlines, Allianz.

Where Lyzr sits

Platform economics. Outcomes accountability.

LangChain · CrewAI · n8n

DIY frameworks

Toolkits, not platforms. Every team rebuilds governance, identity, and ops from scratch.

AgentForce · Writer · Glean

Enterprise agent suites

Locked to one model, one cloud, one workflow shape. Data leaves your perimeter.

Palantir · Distyl

Applied AI consultancies

Outcomes — but bespoke. The platform belongs to them, not to you.

Agent Infrastructure + Applied AI

Lyzr

An open, framework-agnostic platform that runs in your VPC — plus a team that ships the first agents in production with you.

The problem

Why agentic AI stalls inside banks and insurers.

The technology isn’t the bottleneck. The operating model is. Without a common runtime, governance layer and identity fabric, every new agent is a new platform decision — and every platform decision is a new risk review.

  1. 01

    Adoption plateau

    Copilots ship; agentic automation stalls. Every win is a one-off, every team builds its own scaffolding.

  2. 02

    System boundaries

    Policy, core banking, claims, CRM, GL — agents that can’t cross them can’t move the P&L.

  3. 03

    Risk & compliance veto

    Data egress, model risk, auditability, identity — every deployment ends in a security review.

  4. 04

    Fragmented stack

    14+ tools wired with brittle glue. Hidden cost, no single audit trail, no portability.

Where Lyzr is already shipping in finance

Built for the workflows that actually move the P&L.

Underwriting01

Submission triage & risk summarization

Parse broker submissions, pull from policy systems and draft a risk summary for the underwriter — with citations and a clear hand-off.

KYC / AML02

Deterministic onboarding checks

SuperFlow runs the regulated steps (sanctions, PEP, adverse media); agents handle the judgment calls. Exactly-once, fully auditable.

Claims03

Claims intake, triage & adjudication

Document parsing, fraud-signal scoring, policy match and human-in-the-loop approval for edge cases — all journaled end-to-end.

Banking ops04

Treasury, reconciliation & exception handling

Replace brittle RPA with agents that read context, propose actions and route exceptions to the right desk with a full audit trail.

Compliance05

Regulatory reporting copilots

Draft, validate and reconcile reports against the underlying systems of record — agents that respect the same controls your humans do.

Customer ops06

Agent-assisted service & complaints

Co-pilot for contact-centre agents in retail banking and insurance — grounded in your policies, never in public data.

Right tool, right risk profile

Determinism where you must. Autonomy where you can.

One platform, two execution modes. Regulators don’t care which one you used — they care that you can prove what happened, every single time.

Deterministic · SuperFlow

For the workflows that must behave the same way every time.

KYC, AML screening, claim adjudication, settlements, regulatory reporting. Exactly-once execution, durable, replayable, with human-in-the-loop where it matters.

  • Exactly-once side effects
  • Crash-safe, resumable runs
  • Visual workflow + journaled audit trail
  • Native approvals & escalations
Use when: regulators are watching
Autonomous · Agents

For the work that benefits from judgment and exploration.

Underwriting research, broker submission triage, risk summarization, customer ops copilots. Agents reason, plan, call tools and route exceptions — under the same governance.

  • Multi-agent orchestration
  • Grounded in your systems of record
  • RAI · hallucination · relevance evals
  • Continuous improvement loop
Use when: humans benefit from a copilot
SuperFlow · A closer look

Agents where you want autonomy. SuperFlows where you don’t.

For regulated workflows — billing runs, KYC, AML screening, claim adjudication, regulatory reporting — non-determinism is a liability. SuperFlow is a visual workflow builder backed by a durable execution engine: composable like an agent, predictable like infrastructure.

30+
node types
Cron
crash-safe
Replay
any past run
claim-adjudication.flow
run #4827 · resumed
  1. 01
    Trigger · Webhook
  2. 02
    LLM · Classify intent
  3. 03
    Compliance check agent
  4. 04
    Wait for approval
  5. 05
    HTTP · Post to core banking

Exactly-once side effects

A step that ran will never run again. No double charges, no duplicate claim payouts, no re-fired API calls on retry.

Durable execution

Every LLM call, tool call and HTTP request is journaled. A restart mid-run resumes from the exact point of failure.

Human-in-the-loop, natively

Pause on approval for hours, days or weeks at near-zero cost. Built for underwriting sign-off and exception handling.

Replayable & traceable

Every run is replayable with per-node outputs preserved. OpenTelemetry traces ship by default — auditors love it.

How we deliver

AWS-grade infrastructure. Palantir-style deployment.

We don’t hand over a toolkit and walk away. You get a platform you own — and a team that ships agents into production with you, end-to-end.

01

Deploy inside your VPC

AWS, Azure, GCP or on-prem. Air-gapped if needed. No external control plane. Lyzr runs entirely within your perimeter — your security team owns every layer.

02

Connect your models & data

Bring your own LLMs (Bedrock, Azure OpenAI, internal Llama, Mistral, Ollama, vLLM). Wire into core banking, policy, claims, GL and CRM through your existing connectors.

03

Go live with FDE support

Our applied AI team (Bengaluru FDE engine) ships the first agents in production with you, owns ROI alongside you, and graduates the program to your team.

For technical leaders · CIO · CISO · Enterprise architects

How it stays safe, sovereign and portable.

Five tabs. Everything the security review will ask for — the five non-negotiables, the stack, the governance layers, the git-driven Control Plane, and how we make sure you never get locked in.

Why this matters for Banking & Insurance

Five guarantees your CISO already asked for.

The platform, the abstractions, the governance, the Control Plane — all land inside a regulated perimeter on these five non-negotiables. Built into the runtime, not bolted on.

01Air-gapped deployment

Complete isolation. On-prem.

Lyzr runs entirely inside your private cloud, VPC, or air-gapped on-prem environment. No shared infrastructure. No external control plane reaching in. Your security team owns every layer of the stack.

CUSTOMER VPC
02BYO model

Connectivity to local LLMs

Bring your own models — Ollama, vLLM, Bedrock private endpoints, Azure OpenAI in your tenant, internal Mistral or Llama deployments. Lyzr orchestrates them like any frontier model, with the same governance.

LYZRORCHESTR.LlamaMistralvLLMOllama
03Zero exfiltration

No egress of data

Prompts, documents, decisions, traces — nothing leaves your perimeter. Every inference, tool call and audit log is stored inside your network. SOC 2, HIPAA, GDPR, CCPA and ISO 27001 compliant.

PERIMETERNO EGRESS
04Customer data stays customer data

No training on your data

Your data is never used to train Lyzr, the underlying models, or anyone else. Strict contractual and technical guarantees. Your IP, customer PII and underwriting logic stay yours — full stop.

YOUR DATANO TRAINING
05Durable execution

SuperFlow for deterministic use cases

When a workflow has to behave the same way every time — billing runs, KYC checks, claim adjudication — SuperFlow gives you a visual, durable, exactly-once execution engine. Agents where you want autonomy. Determinism where you don't.

INTAKE01VERIFY02ADJUDICATE03SETTLE04EXACTLY-ONCE · DURABLErun_id 9f3a · step 3/4 · ✓ resumable · ✓ replayable