Financial Services DNA:
DeepSee is Purpose-Built for Banking
Front to back office coverage
Pre-built banking workflows
Knowledge mining that scales
Trusted by leading financial institutions including:
The Old Way Isn’t Working. Financial institutions
are struggling with:
Growing transaction volumes that strain resources
Legacy systems that can’t scale with your business
Manual processes that slow operations and increase risk
Complex regulations that demand perfect accuracy
Multiple vendors doing similar work
Growing transaction volumes that strain resources
Legacy systems that can’t scale with your business
Manual processes that slow operations and increase risk
Complex regulations that demand perfect accuracy
Multiple vendors doing similar work
How We Help
DeepSee Agents analyze disparate data sets and automate banking-specific tasks, while also providing the transparency compliance teams require.
Community & Regional Banks
Supercharge your teams to focus on what matters most. Whether you’re just beginning your automation journey or enhancing existing processes, our AI Agents are designed to streamline labor-intensive tasks, improve operational efficiency, and unlock
new revenue opportunities. Let us help you transform productivity while enabling your team to prioritize strategic growth initiatives.
Financial Market Infrastructures
Enhance your offerings with domain-specific expertise. While large system integrators and horizontal AI platforms provide scale, we bring deep financial services knowledge to the table. Our AI Agents integrate with existing systems, enriching them with contextual intelligence to tackle the complexities of financial markets. Together, we’re elevating the standard for innovation in financial infrastructure.
See Agents See Agents
Capital
Markets
Built for the most sophisticated firms on Wall Street. Our AI Agents deliver proven results across front, middle, and back-office operations at leading financial institutions. From streamlining workflows to scaling complex processes, we help capital markets firms achieve operational excellence and drive measurable outcomes in the most demanding and heavily regulated environments.
See Agents See AgentsIntelligent Automation for Financial Services
Financial Automation
Automate simple or complex financial services processes end-to-end.
Unified workspace view
Error reduction at scale
No-code UI
Actionable Knowledge
Chat directly with your proprietary data and receive instant, precise answers to complex questions.
Tailored for financial workflows
Powered by your data
Accelerated, smarter decisions
Gain Visibility
Mines emails, pinpoints process inefficiencies, and identifies automation opportunities.
Email-first operations
Process breakdowns
Visibility into team performance
Transform Data into Opportunity
Access powerful insights that reveal key business drivers, helping you optimize performance.
Simplified, consolidated data
Gaining a competitive edge
Reporting and setting KPIs
Unified workspace view
Error reduction at scale
No-code UI
Tailored for financial workflows
Powered by your data
Accelerated, smarter decisions
Email-first operations
Process breakdowns
Visibility into team performance
Simplified, consolidated data
Gaining a competitive edge
Reporting and setting KPIs
Return on Investment
Transformative Results for Banking Operations
$45MM
Risk eliminated – Tier 1 Global Securities
3K+
Breaks identified – Tier 1 Post Trade
4.8K
FTE hours saved – Tier 1 Operations
30x
Efficiency gain with volume increase
50%
Inbox reduction via automation
37%
FTE reduction despite higher volumes
100%
Post-trade visibility achieved
Competitive Advantage
Competitors
The DeepSee Difference
| DeepSee AI | Traditional Tools | |
|---|---|---|
| AI-Powered Financial Workflows |
 Yes |
 No |
| Domain-Specific Knowledge Automation |
Yes |
No |
| LLM Fine-tuning for Regulated Industries |
Yes |
No |
| Integration with Existing Platforms |
Yes |
 Partial |
| Real-Time Data Extraction from Unstructured Documents |
Yes |
No |
| Automated Compliance & Audit Trails |
Yes |
No |
| Customizable Templates for Industry-Specific Use Cases |
Yes |
No |
| High-Touch Support & Fast Deployment |
Yes |
No |
| Cloud and On-Premise Flexibility |
Yes |
Limited |
| Intelligent Error Detection and Correction |
Yes |
No |
AI-Powered Financial Workflows
DeepSee AI
YesTraditional Tools
NoDomain-Specific Knowledge Automation
DeepSee AI
YesTraditional Tools
NoLLM Fine-tuning for Regulated Industries
DeepSee AI
YesTraditional Tools
NoIntegration with Existing Platforms
DeepSee AI
YesTraditional Tools
PartialReal-Time Data Extraction from Unstructured Documents
DeepSee AI
YesTraditional Tools
NoAutomated Compliance & Audit Trails
DeepSee AI
YesTraditional Tools
NoCustomizable Templates for Industry-Specific Use Cases
DeepSee AI
YesTraditional Tools
NoHigh-Touch Support & Fast Deployment
DeepSee AI
YesTraditional Tools
NoCloud and On-Premise Flexibility
DeepSee AI
YesTraditional Tools
LimitedIntelligent Error Detection and Correction
DeepSee AI
YesTraditional Tools
NoCase Studies
Wondering what it’s like to work with DeepSee? See what our customers are saying.
DeepSee Partners with Vantage Bank to Accelerate AI Adoption, Streamline Loan Operations, and Drive Innovation Across Core Banking Workflows
“Our partnership with DeepSee.ai represents a significant advancement in Vantage Bank’s ongoing journey in AI-driven banking excellence. By leveraging DeepSee’s solutions, we’re not just enhancing our internal processes but fundamentally reimagining how a Bank should operate. This collaboration aligns with our mission to provide innovative employee and customer experiences. Beginning with loan operations, we are pioneering a new era of banking that is faster, smarter, and more adaptive to evolving market dynamics.”
DeepSee and Colony Bank Team Up to Automate Workflows
and Unlock Strategic Insights
“At Colony Bank, we’re committed to leveraging AI to transform our operations and enhance the banking experience for our internal teams as well as customers. Our partnership with DeepSee allows us to not only streamline our current manual processes but also explore new, innovative use cases across multiple departments. This will enable our people to spend more time helping our customers. Together, we are reimagining banking at the community level, driving positive change and setting new standards for operational efficiency and customer service.”
Redefining Financial Markets: Altaira and DeepSee Join Forces
On Agentic AI Strategy
“This partnership represents a pivotal step in Altaira’s AI strategy at a time when Agentic AI is transforming financial services. As the industry reaches a critical inflection point, it is essential for us to lead with innovation and deliver practical solutions to our clients. DeepSee’s expertise in financial services and their proven KPA platform provide us with the foundation to drive operational alpha and build the operating model of the future. We are grateful for DeepSee’s trust in Altaira as a strategic partner, and we look forward to redefining what is possible in financial markets together.”
SOC 2 Type II Certified
DeepSee is committed to security and compliance. We regularly audit business-critical data and processes to ensure the highest standards.
News & Insights
Stay informed on company announcements, product launches, and media coverage—right here in our newsroom.
07_29_2025
DeepSee Awarded ICBA ThinkTECH Accelerator Most Valuable Participant
link06_20_2025
Altaira joins forces with DeepSee.ai to Build Next-Gen Operating Model for Private Funds
link04_08_2025
DeepSee.ai Joins Microsoft for Startups Pegasus Program to Deliver Production AI in Financial Services
linkPut knowledge to work with Knowledge Process Automation.
Accelerate AI adoption for financial services in front, middle, and back-office operations.
