Explore the workflows
Each demo walks through a realistic workflow with fictional data — including the exceptions and the points where people decide.
Client onboarding
From first documents to an approved, system-ready client file — with every exception surfaced for review.
Documents in, structured client profile and prepared compliance case out.
Document intelligence
Classify incoming client documents, extract the fields that matter and flag inconsistencies between them.
Twelve documents become 47 structured fields — and the three that disagree are flagged.
Periodic KYC / AML review
Prepare hundreds of periodic reviews at once and focus compliance attention on the files that actually need it.
500 client files, prioritised — the 13 that need attention first rise to the top.
Multi-custodian reconciliation
Match positions across custodians and the portfolio system, then investigate and route every break.
Two custodian feeds against the PMS — the one break is found, explained and routed.
Client reporting
Collect, validate and assemble client reports across custodians — ready for review, not for rework.
Portfolio data in, a polished client report ready for approval out.
Relationship-manager copilot
Ask a question about a client in plain language and get a sourced answer from your own systems.
“Prepare a meeting briefing” — a sourced one-page briefing in seconds.
Find your highest-value automation opportunity.
We can map one of your existing workflows and identify which steps can be automated, which should remain human-controlled, and where the largest operational gains may be.