PRÆTOR for banks · Agentic automation of private banking

PRÆTOR · FOR BANKS

For banks

Agentic automation for your bank's private banking.

Persistent memory, coordinated agents and a full commercial cycle — designed for private-banking C-suites who need to scale without losing quality and without adding headcount.

Schedule strategic conversation

§ 01 · THE PROBLEM

The problem

Dozens of bankers. Thousands of clients. A commercial roster under structural pressure.

Most of that operation is recurring, structured and, therefore, automatable.

More headcount does not solve it. More tools do not solve it.

The problem is architectural.

§ 02 · WHAT CHANGES

What changes

The commercial operation of private banking begins to run through a system.

Briefings ready before the banker arrives

Every client, every day, with updated position, relevant news, verified suitability and suggested talking points. The banker reads in 40 seconds.

Client WhatsApp answered in seconds

Inbound message → intent identified → reply drafted in the right tone → compliance verified → activity logged. In under a minute.

Institutional memory independent of turnover

When an RM leaves, the knowledge about the client does not leave with them. PRÆTOR's graph remains — relationships, history, context, preferences.

§ 03 · ARCHITECTURE

Architecture

Deployed on your VPS or data center. Data never leaves the contracting party's jurisdiction.

Multi-tenant — each division (private, in-house family office, asset) operates with its own identity, with no data crossover.
Optional on-premise — Coolify, Kubernetes or traditional VM. Support for HA clusters.
CVM, Anbima and Bacen-friendly — full audit trail per agent decision, encrypted logs, optional human supervision at critical points.
LLM-agnostic — Anthropic, OpenAI or self-hosted open-source models. The bank chooses, not PRÆTOR.
SOC 2 and ISO 27001 roadmap — implementation planned for 2026-Q4.

§ 04 · COMPARISON

Comparison

How PRÆTOR positions itself.

PRÆTOR compared to Salesforce, local CRMs and in-house build
Salesforce Financial Services Cloud, HubSpot, local CRMs	Store client data. PRÆTOR operates the client.
In-house build (12–18 months, multi-million spend)	Deployment in days. Iteration under your control.
ChatGPT Enterprise, generic banking Copilot	Does not know your clients. PRÆTOR does — because it lives inside your CRM.

§ 05 · NUMBERS

1 PRÆTOR ≈ 12 automated bankers

Typical ROI: payback in under 6 months.

§ 06 · COMMERCIAL MODEL

Commercial model

Presented in private conversation.

Each deployment is calibrated to the scale, profile and structure of the bank's operation. Request a conversation to receive the proposal.

§ 07 · CONTACT

Schedule a strategic conversation.

Institutional service, with no commercial intermediaries. Response within 24 business hours.

Request contact

Or write to info@praetor-ai.tech

PRÆTOR for banks with private banking — agentic automation of the commercial flow