Our agent catalog provides ready-to-use solutions for banking tasks like trade reconciliation, standing settlement instruction processing, and loans, featuring built-in industry knowledge and compliance standards for quick deployment.
Accelerate Front Office Operations
Transform client-facing processes with intelligent automation that ensures accuracy while accelerating service delivery.
Client Onboarding
Streamline account opening and KYC processes
One
View
Detecting trading patterns across systems through their full lifecycle to identify optimization opportunities
Document
Interrogation
Single source of truth across any set of documents or contracts
Optimize Middle Office Efficiency
Eliminate manual reconciliation and validation tasks with AI agents that ensure accuracy while reducing operational risk.
Trade Reconciliation
Reconciling trading risk systems with contracts and agreements to ensure compliance.
Settlement Processing
End-to-end settlement
automation
Matching Engine
Reconcile books and records against external PB and Custodian reports to identify position and cash breaks
Transform Back Office Operations
Automate complex processing tasks while maintaining auditable and transparent controls required for banking processes.
Payment Processing
Automated validation
and routing
Loan
Servicing
End-to-end loan lifecycle management
Standing Settlement
Instruction Processing
Creating and maintaining SSI information received in any format from your clients
Put knowledge to work with Knowledge Process Automation.
Accelerate AI adoption for financial services in front, middle, and back-office operations.
