AI agents + runtime
Describe the job on a visual canvas and run it in production with governed, traceable execution on your infrastructure.
Deal intake and first-pass review
Private EquityCollect new deal documents, extract key facts, and send a short first-pass summary to the investment team.
Owned by Deal Operations
4h → 20min12 days to productionInvestor and portfolio compliance checks
Private EquityCollect KYC files, check required fields, and keep an audit trail for follow-up.
Owned by Compliance
months → hours14 days to productionPortfolio reporting pack preparation
Private EquityPull updates from source systems, draft report sections, and prepare packs for review.
Owned by Investor Relations
3 wks → 3 days18 days to productionExpert call transcript review
Private EquityCheck call transcripts for MNPI, regulatory issues, and violence-related flags, then create a report for each call.
Owned by Compliance
hours → mins12 days to productionTrade pre-check agent for funds
Private EquityValidate orders against mandate, restrictions, and portfolio limits before execution, with a clear pass or exception pack for compliance.
Owned by Trading / Compliance
hours → mins14 days to production
Loan application document review
BankingCollect application documents, extract financial details, and prepare a credit memo draft for review.
Owned by Credit Operations
weeks → days21 days to productionFraud alert review queue
BankingReview flagged transactions, add customer context, and route the cases that need human decisioning.
Owned by Fraud Operations
hours → mins13 days to productionRegulatory report preparation
BankingCollect data from internal systems, validate required fields, and prepare recurring reports for sign-off.
Owned by Regulatory Reporting
days → hours20 days to productionCompliance pre-trade check
BankingScreen client and discretionary orders against suitability, restrictions, and market-abuse rules before release to market, for banks and wealth managers.
Owned by Wealth Compliance
hours → mins16 days to production
Claims document review
InsuranceExtract details from claim forms and attachments, then route simple cases and exceptions.
Owned by Claims
days → hours10 days to productionPolicy renewal preparation
InsuranceCollect renewal information, update risk inputs, and prepare the renewal pack for review.
Owned by Underwriting Operations
days → hours13 days to productionInsurance reporting preparation
InsuranceGather data from internal systems, validate required fields, and prepare recurring regulatory filings.
Owned by Regulatory Reporting
days → hours21 days to production
