Repeatable?
Automate it.
Teslar Platform:
Practical AI. Real Banking Impact.
Practical intelligence built into the work your institution already does.
Teslar builds AI directly into the platform to solve real banking problems—combining intelligence with your data, workflows, and existing controls to reduce manual work, make information easier to access, and help your team get more done.
Our AI Philosophy
We think of AI a lot like the internet: it does nothing on its own, and buying it just to have it is a waste. What matters is what it makes possible.
The internet made existing technology better and enabled entirely new ways to bank. We believe AI will do the same for banking operations. It will strengthen solutions that already exist while making new ones possible that we haven’t been able to build before.
What that means will look different depending on the problem you’re trying to solve. That’s why Teslar isn’t focused on AI for AI’s sake. We’re focused on using it where it can make a meaningful difference in solving the toughest operational challenges financial institutions face.
The Right Technology for the Work.
Not every process needs AI. Teslar applies automation where rules and repeatability make sense, AI where understanding and context can improve the work, and keeps people involved where expertise and judgment matter.
Needs understanding?
Apply AI.
Needs judgment?
Keep people involved.
TALOS
Ask Teslar. Get Answers. Take Action.
TALOS is Teslar’s built-in AI assistant, giving your team a simpler way to find information and get work done. Ask a question in plain language and TALOS can search across accounts, customers, collateral, originations, exceptions, forms, and pipeline activity, then return relevant results with links directly to the right place in Teslar.
But finding information is only part of the job. TALOS can also help draft exception notices, message colleagues, build dashboards, and take other actions directly from the conversation.
Which exceptions should I clear to make the most impact?
TALOSTALOS finds and prioritizes the relevant exceptions.
Draft notices for the top five.
TALOSTALOS prepares the action for review.
You review, approve, and Teslar moves forward.
Built around the controls you already use.
Your permissions apply.
TALOS follows existing Teslar permissions and officer scoping, so users only see information they already have access to.
You approve consequential actions.
Before TALOS changes a record or sends information outside your organization, the user reviews and approves the action—and can make edits first.
Activity is logged.
Questions, actions, and results are recorded.
Automate More of Document QC.
Powered by Document Analyzer
Documents shouldn’t require a person to identify, index, and route every file by hand. Teslar’s Document Analyzer automatically identifies incoming documents, extracts relevant information, and helps determine where they belong in Teslar.
It recognizes common lending documents—including W-2s, tax returns, driver’s licenses, and insurance cards—and extracts information your team would otherwise enter manually.
Teslar looks across active exceptions, outstanding checklist items, and related customers and accounts to help determine where the document belongs. Confidence scores on extracted fields make it easy for your team to see what looks solid and what deserves a second look.
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Document Arrives
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Identify
What is it?
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Extract
What information matters?
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Match
Who and what does it belong to?
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Verify
How confident are we?
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Review Only When Needed
Your DataConnected. Unified.
Your WorkflowsConfigured to fit your institution.
Your PermissionsRight access. Right data.
Teslar
Automation + AI
Answers + Actions
AI Grounded in Your Banking Operations.
Teslar already connects the customers, accounts, documents, exceptions, workflows, pipeline activity, and operational data your team works with every day. That context allows AI to do more than answer generic questions—it can help your team find the right information and move work forward inside Teslar.
Innovation Without Compromising Trust.
AI can make banking operations more efficient, but it shouldn’t introduce new uncertainty into how your institution manages access, data, or decision-making. Teslar approaches AI with the same focus on security, privacy, reliability, and accountability that guides the rest of our platform.
Our approach keeps your existing controls intact while giving your team visibility into how AI is being used and the authority to decide when actions move forward.
Existing Permissions
AI operates within the access already established for each Teslar user.
Officer Scoping
Institution-defined scoping continues to determine which customers, accounts, and information a user can access.
Human Approval
Actions with consequences remain subject to user review and approval.
Editable Actions
Users can review and modify AI-prepared content or actions before they are executed.
Activity Logging
Questions, results, and actions are recorded to provide visibility into AI activity.
Data Protection
AI capabilities are developed with the security and privacy of sensitive banking information in mind.
Purposeful AI
Teslar applies AI where it can meaningfully improve the work, not just anywhere an AI feature can be added.
Built to Keep Getting Smarter.
AI will continue to change. The Teslar Platform will too.
We’re continuing to explore practical ways intelligence can reduce repetitive work across lending and banking operations—from quality control and document processing to knowledge, workflows, and agent-assisted actions.