Industry · Financial services
AI that does the work in financial services
Cloud agents take the repeat work in onboarding, operations and compliance. They work from your own policies, and a person stays in charge.
Book a demoTrusted by leading organizations
Built for a regulated business
Where the agents go to work
Can you confirm the fee on my new account?. Read the request, Pull the account record, Match the fee schedule, Draft the reply, Send to the client. Sent by Priya, Client services.
Supplier invoice INV-20418 received. Read the invoice, Match to the purchase order, Check totals and VAT, Flag the price difference, Approve for payment. Approved by Tom, Finance.
New business account: Northgate Ltd. Collect the documents, Check against policy, Run the sanctions screen, Write to the core system, Sign off the file. Signed off by Amara, Compliance.
New starter: add to the Finance group. Read the Okta group, Provision Harriet Desktop, Attach the Finance skills, Set the model budget, Welcome message. Sent by Dan, IT.