Available now
In build
The whole team
Nineteen specialists, each with a defined job and an honest status label.
See all nineteenMitra protects focus blocks for compliance-heavy paperwork and triages client email so urgent requests aren't buried under routine statements and marketing mail.
In practice
A financial advisor's inbox fills with fund-house newsletters every morning; Mitra auto-labels and archives them so client queries about a maturing investment stay visible at the top.
Mitra protects focus blocks for compliance-heavy paperwork and triages client email so urgent requests aren't buried under routine statements and marketing mail. Mitra does that on the channels you already use.
Works with
The rest of the team
Wavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant.
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Socie enforces an approval gate on every outgoing post so nothing with a compliance risk reaches a public audience without sign-off from a designated reviewer.
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Ank gives a lending or advisory business a read-only view of loan-book or client-portfolio spreadsheets with strict role-based access by branch or advisor.
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Bharti coordinates hiring for roles requiring background verification and compliance documentation, given the sector's regulatory sensitivity around who can be placed in roles handling money or customer data.
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Dena gives an independent financial consultancy a consolidated, auditable view of a client's linked accounts for advisory work that stops strictly at analysis, never execution.
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Doctor's data-rights and consent-dashboard patterns are directly relevant as a reference for how a bank or NBFC's own staff-wellness benefit could be positioned, and the DPDP consent-dashboard capability doubles as a template pattern financial-data products in the same suite could study, but Doctor itself does not touch financial data.
See the playbookQuestions
Not yet — Mitra is coming soon. The banking and finance use case is specified and the capabilities are designed, but the backend is still being built. Wavy is the Automix specialist you can use today.
A financial advisor's inbox fills with fund-house newsletters every morning; Mitra auto-labels and archives them so client queries about a maturing investment stay visible at the top.
No. Mitra fits around your existing process rather than replacing it, and anything consequential still needs a person to approve it before it goes out.
Fits your stack
Coming soon
