AI Agents Built for Banking

Transform financial operations with AI that thinks like your best performers

DeepSee’s specialized AI agents combine deep financial expertise with advanced automation to handle simple or complex banking processes. From loan processing to trade settlements, we’re transforming how financial institutions operate.

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:

J.P. Morgan Logo
Vantage Bank Logo
Colony Bank Logo
Sunwest Bank Logo
Altaira Logo

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

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Growing transaction volumes that strain resources

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Legacy systems that can’t scale with your business

icon rotate

Manual processes that slow operations and increase risk

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Complex regulations that demand perfect accuracy

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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.

See Agents See Agents

Financial Markets Infrastructure

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.

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Intelligent Automation for Financial Services

01

Financial Automation

Automate simple or complex financial services processes end-to-end.

Unified workspace view

Error reduction at scale

No-code UI

02

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

03

Gain Visibility

Mines emails, pinpoints process inefficiencies, and identifies automation opportunities.

Email-first operations

Process breakdowns

Visibility into team performance

04

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

$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

DeepSee Logo Reversed

“Work Process” Agents

  • Pre-configured use cases
  • No-code user experience
  • Specifically hard problems

Competitive Alpha

  • Building firm-specific LLMs
  • Ontology powered engine
  • More volume, less risk

Deep Domain Expertise

  • Financial services
  • Cloud architectures
  • Secure deployments

Competitors

Lengthy Implementation

  • Months not weeks
  • Training certifications
  • Professional services

Hard to Scale

  • Erector set toolkits
  • Ripe with vulnerabilities
  • Brittle and easy to break

Slow Time to Value

  • Can’t get into production
  • Legacy integrations
  • Lack of SMEs

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

#Yes

Traditional Tools

#No

Domain-Specific Knowledge Automation

DeepSee AI

#Yes

Traditional Tools

#No

LLM Fine-tuning for Regulated Industries

DeepSee AI

#Yes

Traditional Tools

#No

Integration with Existing Platforms

DeepSee AI

#Yes

Traditional Tools

#Partial

Real-Time Data Extraction from Unstructured Documents

DeepSee AI

#Yes

Traditional Tools

#No

Automated Compliance & Audit Trails

DeepSee AI

#Yes

Traditional Tools

#No

Customizable Templates for Industry-Specific Use Cases

DeepSee AI

#Yes

Traditional Tools

#No

High-Touch Support & Fast Deployment

DeepSee AI

#Yes

Traditional Tools

#No

Cloud and On-Premise Flexibility

DeepSee AI

#Yes

Traditional Tools

#Limited

Intelligent Error Detection and Correction

DeepSee AI

#Yes

Traditional Tools

#No

Case 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.”

Shawn Main

EVP, Chief Business Architect

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.”

Christian Ruppe

Chief Innovation Officer

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.”

Michael Fastert

Founder & Chief Executive Officer

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.

In the Press Press Release

06_20_2025

Altaira joins forces with DeepSee.ai to Build Next-Gen Operating Model for Private Funds

link
Press Release

04_08_2025

DeepSee.ai Joins Microsoft for Startups Pegasus Program to Deliver Production AI in Financial Services

link
Blog

10_23_2024

DeepSee.ai Joins NVIDIA Inception

link

Put knowledge to work with Knowledge Process Automation.

Accelerate AI adoption for financial services in front, middle, and back-office operations.

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