Otera Featured in Everest Group's Innovation Watch Report

Otera has been featured in Everest Group's Innovation Watch: Agentic AI in Banking, published on August 20, 2026.

Our team is proud to receive this recognition in an industry where being ready for production comes with particularly critical requirements: policies that vary by product, approval limits that vary by jurisdiction, and stringent compliance reviews.

Otera's approach

In banking, autonomy only works when control is built into it. An agent that decides on its own has to know where its authority ends, and every decision it takes has to hold up in front of an auditor.

Otera builds that control into how its autonomous decision agents operate. The institution's own policies and SOPs become the logic the agents execute, while approval thresholds and escalation paths set by the business determine what runs autonomously and what goes to human review. Every decision carries an audit trail that traces the reasoning behind it.

With Otera, the business owns the rules, agents run the process end-to-end within them, and people step in only where genuine judgment is needed. The model is already in production at Erste Bank, and the same approach runs across insurance and GBS operations at Allianz, Siemens, and Bayer.

About Everest Group

Everest Group is a leading research firm helping business leaders make confident decisions, guiding clients through market challenges with contextualized problem-solving across technology, business processes, and engineering.

About Otera

Otera brings autonomous operations to the enterprises that the world depends on. Transforming mission-critical, highly regulated work that once required humans at every step into governed Autonomous Agents that decide and act end-to-end, freeing enterprises to scale operations without limits. Trusted by Bayer, Allianz, Siemens, and Erste Bank.

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