Otera + Finastra Fusion
Finastra Fusion provides next-generation core banking through Essence and Phoenix platforms, and Otera autonomously handles the decisions and exceptions that complete each transaction.
.avif)
Table of Contents
Overview
Finastra Fusion serves over 8,000 financial institutions globally with core banking solutions including Fusion Essence (microservices-based, real-time processing) and Fusion Phoenix (cloud-enabled for community banks). The platforms manage deposits, lending, payments, and compliance, but decision-intensive processes and exceptions still require manual handling. Otera's AI agents take over the decision layer, autonomously evaluating situations and advancing operations to completion.
How It Works
Otera works alongside Finastra Fusion, adding autonomous decision-making to core banking workflows.
- Pull transaction context: Agents access customer data, account histories, and transaction details from Fusion platforms via open APIs, establishing the foundation for autonomous processing.
- Apply lending logic: Otera evaluates loan applications against credit policies, risk models, and regulatory requirements, returning decisions without manual underwriting queues.
- Handle treasury operations: AI agents trigger treasury transactions, applying compliance rules and authorization logic to advance operations autonomously.
- Route complex cases: When transactions involve multi-jurisdictional requirements or policy exceptions, Otera flags them for efficient review with complete context and analysis.
Are you a Finastra Fusion implementer?
Help your clients accelerate operational efficiency with autonomous operations.
The Autonomous Era has already begun
.avif)
Pioneering secure Agentic Automation
Trusted by leading Fortune 500 companies, Otera delivers best-in-class cyber security, data privacy and user trust with extensive encryption and infrastructure protection.
