Solutions / Financial Services & Insurance

Agentic AI for Financial Services & Insurance.

Onboarding, recs and regulatory monitoring - three agents that take the slowest, most rules-heavy work off your team.

Three agents we deploy first

Audience: Banks, asset managers, insurers, brokers and other licensed entities.

01

Onboarding & Verification Agent

KYC/KYB and counterparty due diligence.

Pulls IDs and corporate documents, runs sanctions/PEP screens, drafts the EDD memo for compliance sign-off.

  • Sanctions, PEP and adverse-media screening
  • EDD memo drafted automatically
  • Audit-ready paper trail
50–75% cycle-time reduction. Ships in 10–14 weeks.
02

Regulatory & Policy Monitoring Agent

Tracks regulator changes and maps them to internal policies.

Polls regulator feeds, summarises and maps to your policy and control library, drafts attestation comms.

  • Plain-language summaries
  • Policy/control mapping with review tasks
  • Faster impact assessment for the board
60–80% reduction in horizon-scanning time. Ships in 8–10 weeks.
03

Billing, Reconciliation & Reporting Agent

Bank, GL and intercompany recs plus close commentary.

Pulls from ERP/GL and bank feeds, reconciles, drafts journal entries and writes variance commentary against budget and prior period.

  • Connects to your ERP/GL
  • Reconciles + drafts JEs (human posts)
  • Variance commentary auto-drafted
Compress close 30–50%. Ships in 10–14 weeks.

Built to ship, not to pitch.

Conservative authority defaults. Governance harness designed for regulated environments. Pilot in 90 days.

Talk to us about Financial Services & Insurance agents.

Tell us which workflow is costing you the most. We will tell you which of these three to deploy first and how fast it ships.

Start a briefing

Subject to the Dubai AI mandate?

Answer eight questions and see where you stand against the two-year deadline, with a recommended starting package.

Take the readiness assessment