Automate Compliance and Back-Office Operations
Financial services firms spend millions on manual compliance checks and back-office processing. We map these workflows and identify automation opportunities.
Common Challenges in Financial Services
These pain points cost your organization time and money every day. We help you identify and automate them.
KYC and AML checks require hours of manual document review
Regulatory reporting involves pulling data from dozens of systems
Trade reconciliation requires manual matching and exception handling
Client onboarding takes weeks due to document collection bottlenecks
Automation Use Cases
Concrete examples of processes we help automate, with the step-by-step approach and expected savings.
KYC/AML Automation
Automated document verification, sanctions screening, and risk scoring for faster, more accurate compliance.
How It Works
Map KYC workflow → Identify manual verification steps → Deploy AI document analysis → Reduce KYC time from days to hours
Regulatory Reporting
Automated data collection and report generation for regulatory submissions.
How It Works
Map reporting data flow → Identify manual data pulls → Build automated pipelines → Generate reports in hours, not weeks
Trade Reconciliation
Intelligent matching and exception handling for faster settlement and fewer errors.
How It Works
Map reconciliation workflow → Analyze exception patterns → Deploy smart matching rules → Reduce manual reconciliation by 90%
Processes We Can Map
Common workflows in Financial Services that benefit from process mapping and automation.
Ready to Automate Your Financial Services Workflows?
In 8 weeks, we'll map your processes, identify the highest-ROI automation opportunities, and build 2 production-ready workflows.