Teaser Showcase
Exclusive showcase for investors & adviser
Exclusive showcase for investors & adviser
Exclusive showcase for investors & adviser
AI employees for finance, each with its own generated UI.
Augmenting financial firms with wide array of pre-trained staff for all departements + their custom UIs to manage output
Your All in One Employee
Risk & Compliance
Compliance Analyst
Pre-fill Regulatory filings; validate and package submissions.
Continuous transaction monitoring with immutable activity logs.
Risk Analyst
Log incidents, quantify exposure, and produce risk heatmaps.
Early-warn on control/SLA drift and suggest mitigations.
Policy & Governance Clerk
Version/redline policies and manage company-wide attestations.
Scan workflows/comms for breaches; map reg changes to policies.
Audit & Assurance
Audit Support Associate
Collect evidence from drives/portals and match to ledgers/samples.
Generate workpapers + full audit trail and chase client gaps.
Client Lifecycle
Onboarding Analyst (KYC/AML)
Verify IDs/docs, run PEP/sanctions, assign risk scores.
Auto-chase missing items/approvals and track onboarding to “done.”
Client Service Coordinator
Triage client emails/portals and prep concise meeting briefs.
Track renewals/deadlines/SLAs and escalate exceptions.
Finance Ops
Finance Ops Analyst
OCR invoices/receipts → 3-way match to ERP/bank; flag anomalies.
Enforce expense policy and draft VAT returns/recon packs.
People Ops
HR Ops Assistant
Automate new-hire (ID/visas/contracts) with completeness checks.
Handle leave/attendance via chat and route approvals; answer policy Q&A.
Risk & Compliance
Compliance Analyst
Pre-fill Regulatory filings; validate and package submissions.
Continuous transaction monitoring with immutable activity logs.
Risk Analyst
Log incidents, quantify exposure, and produce risk heatmaps.
Early-warn on control/SLA drift and suggest mitigations.
Policy & Governance Clerk
Version/redline policies and manage company-wide attestations.
Scan workflows/comms for breaches; map reg changes to policies.
Audit & Assurance
Audit Support Associate
Collect evidence from drives/portals and match to ledgers/samples.
Generate workpapers + full audit trail and chase client gaps.
Client Lifecycle
Onboarding Analyst (KYC/AML)
Verify IDs/docs, run PEP/sanctions, assign risk scores.
Auto-chase missing items/approvals and track onboarding to “done.”
Client Service Coordinator
Triage client emails/portals and prep concise meeting briefs.
Track renewals/deadlines/SLAs and escalate exceptions.
Finance Ops
Finance Ops Analyst
OCR invoices/receipts → 3-way match to ERP/bank; flag anomalies.
Enforce expense policy and draft VAT returns/recon packs.
People Ops
HR Ops Assistant
Automate new-hire (ID/visas/contracts) with completeness checks.
Handle leave/attendance via chat and route approvals; answer policy Q&A.