
Sei
Sei is an AI platform for financial institutions designed to automate underwriting, compliance, and customer support workflows.
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Sei is an AI platform for financial institutions designed to automate underwriting, compliance, and customer support workflows. Key features include Agentic OCR that accurately extracts data from complex, non-standard layouts, and AI agents that compare extracted data against specific regulations. The platform also offers voice, email, and chat agents to handle verification, payments, and account inquiries. Systems are deployed in private VPCs with PCI L1 and SOC2 Type 2 compliance, allowing for customization with internal policies.
Key features
- Agentic OCR for non-standard layouts including charts and tables
- Comparison of extracted data against internal guidelines and regulations
- Voice, email, and chat AI agents for verification and collections
- Private VPC deployment with PCI L1 and SOC2 Type 2 compliance
- Customization using customer's own policies and SOPs
Pricing
Use cases
- Automating underwriting and QC workflows
- Document intake and validation against regulations
- Handling customer support and collections via AI agents
Who it is for
Financial institution CXOps teams
Integrations
SalesforceMicrosoft Dynamics 365ZendeskStripeLoan Management Systems (LMS)CCaaS PlatformsSlack
How we verified this
Company, pricing, and feature details come from the primary sources below and our latest verification pass. When sources disagree, the official source and the most recent check win.
Last verified 08/30/2026Verified sources: 2
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