Two extra days. To grow or to rest.
For financial services
More analysis. Less assembly.
Today: AI agents that draft equity research, build pitch books and client review decks, run KYC and compliance, and answer client servicing requests. On the roadmap with design partners: portfolio attribution, real-time news monitoring, e-comms surveillance, trade-break investigation, and underwriting.
Workflows we deploy in financial services
The work that drains your team. Done by a system that doesn’t tire.
Shipped — live today
8 workflowsClient servicing
Draft grounded responses to client requests using your own product, policy, and account context.
KYC & document intake
Pull and verify entity data from loan files, statements, and IDs. Flag what a human needs to see.
Equity research note generation
Draft analyst notes from 10-K, 10-Q, earnings transcripts, and prior coverage. Every claim cited back to the source.
Fund & ETF analytics
Natural-language screener across mutual funds and ETFs. Peer comparison, expense and style-drift detection against stated mandate.
Earnings call intelligence
Transcripts to summary plus Q&A theme extraction, quarter-over-quarter delta, and tone-shift detection — same day as the call.
Investor letter drafting
Quarterly and annual LP letters drafted from performance data, portfolio events, and prior letters — in your house voice.
Pitch books, IC memos & recurring client decks
Assemble branded deliverables from your source-of-truth data each cycle: sell-side pitch books, IC memos, quarterly client reviews, fund factsheets, board decks. Your template, your numbers, your tone.
Compliance review
Pre-screen transactions, contracts, and disclosures against policy. Surface the exceptions, not the noise.
Work in progress — design partners welcome
5 workflowsPortfolio attribution & commentary
Explain what drove returns by sector, factor, and name. Drafted narrative ready for client and LP communications.
Real-time news & filings monitoring
Materiality-tagged feed tied to your positions or watchlist. Deduped across sources, routed to the desk that needs to know.
E-communications surveillance
Screen chat and email for market-abuse signals — front-running, insider, collusion language. Cut false-positive load on compliance.
Underwriting support
Assemble the deal memo from source documents. Let analysts spend time on judgment, not retrieval. Active build alongside design partners.
Trade break & reconciliation investigator
Root-cause settlement breaks across counterparties, suggest fixes, and draft the resolution email. Built with operations design partners.
Outcomes
Hours back. Measured.
~22 hrs / wk / analyst
A mid-market asset manager cut first-draft note time across its coverage team.
70% time saved per cycle
A wealth advisory firm automated branded review-deck assembly across hundreds of household accounts.
Two extra days. To grow or to rest.
How a deployment looks in financial services.
Sit with the desk — research, ops, or compliance. Instrument the queue.
Pick the workflow with the biggest lift. Lock evaluation criteria and audit needs.
Ship a working v1 with full audit logging.
Run live with paired human review. Iterate Monday.
Other industries
Logistics & supply chain
Design partners welcome. Building AI for dispatch, customer ops, carrier sourcing, and accessorials.
See your workflowsHealthcare & life sciences
Fill schedules and recover revenue today. Plus a roadmap into the revenue cycle.
See your workflowsGovernment & public sector
Design partners welcome. Building AI for citizen intake, scheme delivery, eOffice, and audit response.
See your workflowsLegal & dispute resolution
Design partners welcome. Building AI for matter files, hearing calendars, court proceedings, and IBC workflows.
See your workflowsStart a deployment
Tell us the workflow.
Pick your toughest workflow. We’ll ship production AI for it — and show you the two days a week we hand back.