The Board Guide to Agentic AI Core Banking
Decision frames for the three questions boards ask about agentic core banking: the risk and control story, the reversibility of the program and the cost trajectory, plus the questions to put to any vendor.
Resources / Knowledge Hub
Resources for the people making the case inside their institution.
Modernization decisions are made in committees the vendor never sits in. The Knowledge Hub exists for the champion preparing that room: seven flagship resources, each written for a specific audience and useful on its own terms, whether or not CoreFi ends up on the shortlist. Frameworks and questions come first; CoreFi appears as the worked example, with proof on In Production and posture on the Trust Center.
Seven flagship resources
Pick the room you need to convince.
Each resource states who it is for and what it helps you do. Forward the one that matches the committee in front of you; every page stands alone and links to the proof behind its claims.
How to Modernize a Core Without a Big Bang Migration
A vendor-neutral method for progressive modernization: three coexistence patterns, a decision table mapping your situation to a pattern, and the reversibility discipline at each phase boundary.
AI Governance for Banking Operations
The operating model for governing AI agents that act inside banking operations: scoped permissions, policy gates, approval thresholds, audit records and the evidence reviewers expect.
The CIO Checklist for Cloud Core Banking
A vendor-neutral evaluation checklist across six domains, from architecture and AI controls to exit and TCO, written to be lifted into an RFP.
From 200K to 2 Million Accounts
The operating playbook behind the scaling model on /growth: what breaks at each scale stage, what to instrument before the next one, and who has to own it.
DORA, AI Governance and Operational Resilience
How DORA's five pillars intersect with AI-operated banking workflows, and how to assess a core banking platform provider inside your ICT third-party risk framework.
MiCA and Tokenized Asset Infrastructure for Licensed Institutions
Issuer obligations under MiCA mapped to the infrastructure capabilities they require, with build, buy or partner considerations and the questions to ask a provider.
CoreFi Academy
Five tracks. One per audience. About two minutes each.
The Academy is the video edition of this library: one short education video per audience, derived from the flagship resource for that seat and embedded on the pages where it belongs. Watch the track for the room you need to convince, then forward the resource behind it.
Agentic core banking for boards
Risk, reversibility and cost: the three frames that decide a board vote, plus the control envelope around every agent and the evidence a board should expect from any vendor.
The core evaluation method
Six evaluation domains from architecture to exit and TCO, three coexistence patterns instead of a big-bang cutover, and the reversibility discipline at each phase boundary.
The CoreFi platform for developers
The five-layer headless model: your channels on top, one API surface across ledger, lending, onboarding, payments, tokenization and the AI workflow control plane, and a sandbox on the same surface as production.
Governing AI agents in operations
The seven-step lifecycle every agent runs, scoped permissions, policy gates ahead of any side effect, human-approval thresholds, and the case-level audit record reviewers expect.
The CoreFi partner model
Seven partner categories, one named relationship per category, and what a partner-delivered go-live looks like: 8–10 weeks on average, on production proof.
By role
Start from your seat at the table.
Each flagship pairs with a persona page that frames CoreFi for that role. If you are reading on behalf of someone else, the persona pages are the shorter handoff.
Executives and boards
For CEOs and For COOs, paired with the board guide and the scaling playbook.
Technology leaders
For CIOs, paired with the CIO checklist and the migration method.
Risk, data and compliance
For CDOs and For Compliance & Risk, paired with AI governance, DORA and MiCA.
Beyond the flagships
The rest of the library.
The flagships sit on top of a working library: practitioner articles on Insights, verified deployment proof on In Production, published outcome ranges on Client Outcomes, and the events calendar on Events if you would rather have the conversation in person.
When the room says yes, bring us the hard questions.
A briefing walks your committee through the platform against your products, markets and licensing, with the evidence behind every claim available on request.