AI Automation for Financial Services
SOC 2-certified AI that automates compliance reporting, document processing, and client communications. Cut operational costs by 60% while maintaining audit readiness.
Industry Challenges
- Manual compliance reporting consuming 20+ staff-hours per month across multiple frameworks — a challenge that Deloitte's AI survey identifies as the top automation opportunity in financial services
- Document verification backlogs delaying client onboarding by 2-3 weeks
- Audit preparation requiring weeks of manual evidence collection and formatting
- Fragmented data across ERP, CRM, and accounting systems with no single source of truth
- Regulatory changes requiring rapid policy updates across all client communications
Our Solutions
Compliance Automation
Continuous compliance monitoring across SOC 2, PCI-DSS, and regulatory frameworks. Automated evidence collection, gap analysis, and audit-ready report generation.
Document AI
OCR-powered document processing for KYC, loan applications, and regulatory filings. According to McKinsey, AI-powered document processing in banking reduces review time by 70-90%. Our intelligent extraction reduces manual review from 45 minutes to 3 minutes per document.
Client Communication
AI-powered client updates, regulatory notifications, and portfolio reporting. Personalized at scale with compliance-approved templates and audit trails.
Proven Results
Key Results
Reconciliation speed improved by 52%, accuracy climbed from 78% to 94%, and month-end close dropped from 5 days to 2 — saving $340K annually.
Technology Stack
Ready to Automate Compliance?
See how AI automation can cut your compliance costs by 60% while maintaining continuous audit readiness.