Operational From Day One
Our blueprints are designed to automate and orchestrate your most complex operational challenges, with built-in security, extensible architecture, and intelligence that compounds over time.
Secure & Auditable
Trusted platform designed with built-in security and full auditability
Extensible Architecture
Seamlessly integrates enhanced tools and capabilities as they become available
Rapid Deployment
Productive faster than standalone development allows
Pre-Trained & Accessible
No-code, user-friendly interface — ready for configuration out of the box
Compounding Intelligence
Shares knowledge across blueprints to surface cross-process efficiencies
Workspace
Role-specific environments & deployment
Process Intelligence
DeepIQ — the compound learning layer
Blueprints
How they work
Platform Architecture
Four layers & Cognitive Control Loop
Built for Every Role
Analyst Workspace
Blueprint decision review, override, and approval
Manager Workspace
Operational dashboards,
SLA tracking, exceptions
Technology Workspace
Blueprint observability, model behavior, health
The Intelligence Layer
DeepIQ
The intelligence layer connecting every blueprint, process, and operational outcome — learning as it executes
01
Operational Context
Blueprints operate with full awareness of the firm’s current process state — not just the isolated task
02
System-to-Process Model
Maps system events to business process logic — connecting data flows to decisions
03
Unified Operational View
One pane of truth across all blueprints, workspaces, and integration layers
How they work
DeepSee Base Blueprints
Planner Blueprints Orchestrator-Worker Pattern
Email analytics and automation
Reconciliation
Trade risk resolution
Settlements
Resolve settlement breaks
Firm-Specific Blueprints
Outcomes Configured Manifests
Email Automation
Email analytics and automation
Trade Affirmation
Trade risk resolution
SSI Management
Maintain SSI data in any format
DeepIQ
Knowledge Graph
The compound learning layer beneath every blueprint
Compound Learning
Next-Best-Action
Process Drift Detection
Self-Improving
Composable Architecture
Knowledge Extraction
Finance-tuned ingestion, classification, and semantic understanding
Reasoning & Planning
Plan-and-Execute pattern with validation checkpoints and policy-gated decisions
Blueprint Engine
Goal-directed orchestration with HITL oversight and full observability
Integrations
Zero-trust connectors to systems, emails, and workflows — pre-built, not assembled
Steps
Deployment
Workspace
Role-specific environments & deployment
Process Intelligence
DeepIQ — the compound learning layer
Blueprints
How they work
Platform Architecture
Four layers & Cognitive Control Loop
Workspace
Role-specific environments & deployment
Built for Every Role
Analyst Workspace
Blueprint decision review, override, and approval
Manager Workspace
Operational dashboards,
SLA tracking, exceptions
Technology Workspace
Blueprint observability, model behavior, health
Workspace
Role-specific environments & deployment
Process Intelligence
DeepIQ — the compound learning layer
Blueprints
How they work
Platform Architecture
Four layers & Cognitive Control Loop
Process Intelligence
DeepIQ — the compound learning layer
The Intelligence Layer
DeepIQ
The intelligence layer connecting every blueprint, process, and operational outcome — learning as it executes
01
Operational Context
Blueprints operate with full awareness of the firm’s current process state — not just the isolated task
02
System-to-Process Model
Maps system events to business process logic — connecting data flows to decisions
03
Unified Operational View
One pane of truth across all blueprints, workspaces, and integration layers
Workspace
Role-specific environments & deployment
Process Intelligence
DeepIQ — the compound learning layer
Blueprints
How they work
Platform Architecture
Four layers & Cognitive Control Loop
Blueprints
How they work
How they work
DeepSee Base Blueprints
Planner Blueprints Orchestrator-Worker Pattern
Email analytics and automation
Reconciliation
Trade risk resolution
Settlements
Resolve settlement breaks
Firm-Specific Blueprints
Outcomes Configured Manifests
Email Automation
Email analytics and automation
Trade Affirmation
Trade risk resolution
SSI Management
Maintain SSI data in any format
DeepIQ
Knowledge Graph
The compound learning layer beneath every blueprint
Compound Learning
Next-Best-Action
Process Drift Detection
Self-Improving
Workspace
Role-specific environments & deployment
Process Intelligence
DeepIQ — the compound learning layer
Blueprints
How they work
Platform Architecture
Four layers & Cognitive Control Loop
Platform Architecture
Four layers & Cognitive Control Loop
Composable Architecture
Knowledge Extraction
Finance-tuned ingestion, classification, and semantic understanding
Reasoning & Planning
Plan-and-Execute pattern with validation checkpoints and policy-gated decisions
Blueprint Engine
Goal-directed orchestration with HITL oversight and full observability
Integrations
Zero-trust connectors to systems, emails, and workflows — pre-built, not assembled
Steps
Deployment
How We Help
DeepSee orchestrates financial services operations, with the transparency compliance teams need.
Banks
Supercharge your teams to focus on what matters most. Whether you’re just beginning your automation journey or enhancing existing processes, our AI blueprints 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 Blueprints See Blueprints
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 blueprints 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 Blueprints See Blueprints
Capital
Markets
Built for the most sophisticated firms on Wall Street. Our AI blueprints deliver proven results across front, middle, and back-office operations at leading financial institutions. From streamlining workflows to scaling complex processes, we help broker-dealers and capital markets achieve operational excellence and drive measurable outcomes in the most demanding and heavily regulated environments.
See Blueprints See BlueprintsOur AI Blueprints for Banking
DeepSee’s specialized AI Blueprints are designed to solve specific challenges in the banking sector, from streamlining operations to enhancing customer experiences.
Loan Operations
Agent Role:
Automate manual & error prone
work for loan applications
Agent Outcomes:
Originate more loans faster
- Eliminates manual data entry
- Provide inline data quality
- Focus FTEs on higher value work
HMDA / CRA
Agent Role:
Automates HMDA reporting for banks.
Agent Outcomes:
Compliance capacity that doesn’t require hiring.
- 100+ required data points pulled and verified across systems
- SMEs review exceptions instead of processing paperwork
Commercial Loan Funding
Agent Role:
Automate reading, extraction and data entry of legal documents
Agent Outcomes:
Faster loan throughput & accuracy
- Capture accurate floating/variable rates
- Eliminate complexity of legalese
- Zero risk of manual entry error
Loan Portfolio Audit/Data Quality
Agent Role:
Scrub loan portfolio to confirm accuracy of rates in core system
Agent Outcomes:
Accurate floating interest rates
- Change from spot check to full audit
- Improve reporting and insights
- Eliminate discrepancies across LOS & Core
Trade Reconciliation
Agent Role:
Resolve Trade and
Documentation Risk
Agent Outcomes:
Enables more trading activity
- Resolve trade breaks with 100% accuracy
- Focus team on faster resolutions
- Auditability and transparency
Standing Settlement Instructions
Agent Role:
Maintains SSI data
in any format
Agent Outcomes:
Accurate SSI data
- Zero delay in updating SSI data from clients
- Elimination of fails due to bad SSI data
- Identification of missing data
Security Settlements
Agent Role:
Resolve Settlement
Breaks
Agent Outcomes:
Enables more trading activity
- Generates responses based on your data
- Eliminates duplication and repeat tasks
- Generates cost-per-trade data
Email Automation
Agent Role:
Email analytics and automation
Agent Outcomes:
Optimize your email flow
- Generated responses rooted in your data
- Data to drive immediate automation
- Streamlined workflow
Check Scanning for Marketing
Agent Role:
Scan and record info
on inbound checks
Agent Outcomes:
Target marketing campaigns
- Use during key acquisitions
- Enhanced prospecting data
- Create easy mailer list for potential new members
Indirect Lending
Agent Role:
Automate manual & error prone work for loan applications
Agent Outcomes:
Faster loan throughput and funding
- Eliminate manual data entry
- Provide inline data quality
- Focus FTEs on Member/Customer Service
Watch Tower
Agent Role:
Monitor Critical
Events & News
Agent Outcomes:
Enables more trading activity
- Automatically monitors for external news
- Organizes and summarizes per deal
- Audit trail to justify investment decisions
DeepGPT
Agent Role:
AI content and context mining of proprietary data with financial services context
Agent Outcomes:
Chat with your data
- Knowledge base for team to use
- Easily updates and refines data
- Capture domain knowledge
Client/Advisor Retention
Agent Role:
AUM retention prediction
Agent Outcomes:
Retain your advisors and clients
- Analyze historical trade and balance activity
- Predict clients and advisor departure
- Alerts 3-6 mos. in advance
One View
Agent Role:
Connects content from
disconnected data sets
Agent Outcomes:
Unlocks optimization insights
- Single pane of glass to track system flows
- Simulate enhanced flows in client pitches
- Supports more volume
Banks
Loan Operations
Agent Role:
Automate manual & error prone
work for loan applications
Agent Outcomes:
Originate more loans faster
- Eliminates manual data entry
- Provide inline data quality
- Focus FTEs on higher value work
HMDA / CRA
Agent Role:
Automates HMDA reporting for banks.
Agent Outcomes:
Compliance capacity that doesn’t require hiring.
- 100+ required data points pulled and verified across systems
- SMEs review exceptions instead of processing paperwork
Commercial Loan Funding
Agent Role:
Automate reading, extraction and data entry of legal documents
Agent Outcomes:
Faster loan throughput & accuracy
- Capture accurate floating/variable rates
- Eliminate complexity of legalese
- Zero risk of manual entry error
Loan Portfolio Audit/Data Quality
Agent Role:
Scrub loan portfolio to confirm accuracy of rates in core system
Agent Outcomes:
Accurate floating interest rates
- Change from spot check to full audit
- Improve reporting and insights
- Eliminate discrepancies across LOS & Core
Email Automation
Agent Role:
Email analytics and automation
Agent Outcomes:
Optimize your email flow
- Generated responses rooted in your data
- Data to drive immediate automation
- Streamlined workflow
Check Scanning for Marketing
Agent Role:
Scan and record info
on inbound checks
Agent Outcomes:
Target marketing campaigns
- Use during key acquisitions
- Enhanced prospecting data
- Create easy mailer list for potential new members
Indirect Lending
Agent Role:
Automate manual & error prone work for loan applications
Agent Outcomes:
Faster loan throughput and funding
- Eliminate manual data entry
- Provide inline data quality
- Focus FTEs on Member/Customer Service
DeepGPT
Agent Role:
AI content and context mining of proprietary data with financial services context
Agent Outcomes:
Chat with your data
- Knowledge base for team to use
- Easily updates and refines data
- Capture domain knowledge
Financial Market Infrastructures
Trade Reconciliation
Agent Role:
Resolve Trade and
Documentation Risk
Agent Outcomes:
Enables more trading activity
- Resolve trade breaks with 100% accuracy
- Focus team on faster resolutions
- Auditability and transparency
Standing Settlement Instructions
Agent Role:
Maintains SSI data
in any format
Agent Outcomes:
Accurate SSI data
- Zero delay in updating SSI data from clients
- Elimination of fails due to bad SSI data
- Identification of missing data
Security Settlements
Agent Role:
Resolve Settlement
Breaks
Agent Outcomes:
Enables more trading activity
- Generates responses based on your data
- Eliminates duplication and repeat tasks
- Generates cost-per-trade data
Email Automation
Agent Role:
Email analytics and automation
Agent Outcomes:
Optimize your email flow
- Generated responses rooted in your data
- Data to drive immediate automation
- Streamlined workflow
Watch Tower
Agent Role:
Monitor Critical
Events & News
Agent Outcomes:
Enables more trading activity
- Automatically monitors for external news
- Organizes and summarizes per deal
- Audit trail to justify investment decisions
DeepGPT
Agent Role:
AI content and context mining of proprietary data with financial services context
Agent Outcomes:
Chat with your data
- Knowledge base for team to use
- Easily updates and refines data
- Capture domain knowledge
One View
Agent Role:
Connects content from
disconnected data sets
Agent Outcomes:
Unlocks optimization insights
- Single pane of glass to track system flows
- Simulate enhanced flows in client pitches
- Supports more volume
Capital Markets
Trade Reconciliation
Agent Role:
Resolve Trade and
Documentation Risk
Agent Outcomes:
Enables more trading activity
- Resolve trade breaks with 100% accuracy
- Focus team on faster resolutions
- Auditability and transparency
Standing Settlement Instructions
Agent Role:
Maintains SSI data
in any format
Agent Outcomes:
Accurate SSI data
- Zero delay in updating SSI data from clients
- Elimination of fails due to bad SSI data
- Identification of missing data
Security Settlements
Agent Role:
Resolve Settlement
Breaks
Agent Outcomes:
Enables more trading activity
- Generates responses based on your data
- Eliminates duplication and repeat tasks
- Generates cost-per-trade data
Email Automation
Agent Role:
Email analytics and automation
Agent Outcomes:
Optimize your email flow
- Generated responses rooted in your data
- Data to drive immediate automation
- Streamlined workflow
Watch Tower
Agent Role:
Monitor Critical
Events & News
Agent Outcomes:
Enables more trading activity
- Automatically monitors for external news
- Organizes and summarizes per deal
- Audit trail to justify investment decisions
DeepGPT
Agent Role:
AI content and context mining of proprietary data with financial services context
Agent Outcomes:
Chat with your data
- Knowledge base for team to use
- Easily updates and refines data
- Capture domain knowledge
Client/Advisor Retention
Agent Role:
AUM retention prediction
Agent Outcomes:
Retain your advisors and clients
- Analyze historical trade and balance activity
- Predict clients and advisor departure
- Alerts 3-6 mos. in advance
Loan
Operations
Agent Role:
Automate manual & error prone
work for loan applications
Agent Outcomes:
Originate more loans faster
- Eliminates manual data entry
- Provide inline data quality
- Focus FTEs on higher value work
HMDA
/
CRA
Agent Role:
Automates HMDA reporting for banks.
Agent Outcomes:
Compliance capacity that doesn’t require hiring.
- 100+ required data points pulled and verified across systems
- SMEs review exceptions instead of processing paperwork
Commercial
Loan
Funding
Agent Role:
Automate reading, extraction and data entry of legal documents
Agent Outcomes:
Faster loan throughput & accuracy
- Capture accurate floating/variable rates
- Eliminate complexity of legalese
- Zero risk of manual entry error
Loan
Portfolio
Audit/Data
Quality
Agent Role:
Scrub loan portfolio to confirm accuracy of rates in core system
Agent Outcomes:
Accurate floating interest rates
- Change from spot check to full audit
- Improve reporting and insights
- Eliminate discrepancies across LOS & Core
Trade
Reconciliation
Agent Role:
Resolve Trade and
Documentation Risk
Agent Outcomes:
Enables more trading activity
- Resolve trade breaks with 100% accuracy
- Focus team on faster resolutions
- Auditability and transparency
Standing
Settlement
Instructions
Agent Role:
Maintains SSI data
in any format
Agent Outcomes:
Accurate SSI data
- Zero delay in updating SSI data from clients
- Elimination of fails due to bad SSI data
- Identification of missing data
Security
Settlements
Agent Role:
Resolve Settlement
Breaks
Agent Outcomes:
Enables more trading activity
- Generates responses based on your data
- Eliminates duplication and repeat tasks
- Generates cost-per-trade data
Email
Automation
Agent Role:
Email analytics and automation
Agent Outcomes:
Optimize your email flow
- Generated responses rooted in your data
- Data to drive immediate automation
- Streamlined workflow
Check
Scanning
for
Marketing
Agent Role:
Scan and record info
on inbound checks
Agent Outcomes:
Target marketing campaigns
- Use during key acquisitions
- Enhanced prospecting data
- Create easy mailer list for potential new members
Indirect
Lending
Agent Role:
Automate manual & error prone work for loan applications
Agent Outcomes:
Faster loan throughput and funding
- Eliminate manual data entry
- Provide inline data quality
- Focus FTEs on Member/Customer Service
Watch
Tower
Agent Role:
Monitor Critical
Events & News
Agent Outcomes:
Enables more trading activity
- Automatically monitors for external news
- Organizes and summarizes per deal
- Audit trail to justify investment decisions
DeepGPT
Agent Role:
AI content and context mining of proprietary data with financial services context
Agent Outcomes:
Chat with your data
- Knowledge base for team to use
- Easily updates and refines data
- Capture domain knowledge
Client/Advisor
Retention
Agent Role:
AUM retention prediction
Agent Outcomes:
Retain your advisors and clients
- Analyze historical trade and balance activity
- Predict clients and advisor departure
- Alerts 3-6 mos. in advance
One
View
Agent Role:
Connects content from
disconnected data sets
Agent Outcomes:
Unlocks optimization insights
- Single pane of glass to track system flows
- Simulate enhanced flows in client pitches
- Supports more volume
DeepIQ
The knowledge graph, engineered for complex services.
Visualize relationships between data and structure firm-specific domain knowledge for accelerated learning and insight generation. DeepIQ is a cloud-based system of intelligence for the critical services your firm runs on. It captures and codifies complexity, enabling you to compound your learning as you scale from one use case to the next.
DeepIQ
The knowledge graph, engineered for complex services.
Visualize relationships between data and structure firm-specific domain knowledge for accelerated learning and insight generation. DeepIQ is a cloud-based system of intelligence for the critical services your firm runs on. It captures and codifies complexity, enabling you to compound your learning as you scale from one use case to the next.
Core Capabilities
Intelligence Engine
- Sector-specific models and ontologies
- Grounded, advanced reasoning framework
- Continuous-learning architecture
- API integration to external knowledge/data sources
Enterprise Architecture
- Zero-trust architecture
- Data lifecycle encryption (CMK, BYOK)
- Discrete, per-customer enclaves
- Kubernetes, cloud-scale security & resilience
Integration & Scale
- Infrastructure as Code (IaC)
- Policy as Code (PAC)
- Global availability, regional confinement
- Cloud-native, secure APIs
Operational Excellence
- Process transparency/observability
- Near-real-time monitoring
- Mature risk management practice
- Security, confidentiality and availability first
Evident AI
Outcomes Report
Is there a formal process at the bank to capture ideas for AI use cases?
Which AI use cases should banks be prioritizing?
How is AI unlocking value for banks?
How do banks’ AI outcomes compare to their peers?
Does the bank have a central repository of the organization’s AI/ML use case portfolio?
Platform Benefits
DeepSee empowers your entire organization: developers benefit from modern, documented architecture for quick deployment, operations teams leverage no-code controls, and executives see immediate ROI through reduced risk and enhanced banking efficiency.
