SOX-compliant AI automation
for financial services
Built-in SOX controls, financial data integrations (FactSet, Bloomberg, S&P Global), risk compliance automation, and client service workflows.
SOX Compliance
Built-in SOX controls for financial data
Compliance presets configure financial data segregation, change controls, and retention policies. Every workflow touching financial data has SOX compliance tracking.
- Financial data segregation and access controls
- Change controls and audit trails
- Configurable retention policies
- Compliance report export
Trading & Research
Research automation, report generation, market analysis
Use AI recipes to automate investment research, generate analyst reports, and monitor market trends. Connect to FactSet, Bloomberg, and other data sources.
- Investment research automation
- Analyst report generation
- Market trend monitoring
- Multi-data-source integration
Risk & Compliance
KYC/AML, risk assessment, regulatory reporting
Automate KYC/AML processes, risk assessments, and regulatory reporting. AI identifies compliance risks and suggests mitigation measures.
- KYC/AML automation
- Risk assessment workflows
- Regulatory report generation
- Compliance risk alerts
Financial Data Integrations
FactSet, Bloomberg, S&P Global, Morningstar
22 financial MCP servers connect to market data, research, credit ratings, and analytics platforms. AI-native integrations, not read-only connectors.
- Market data: FactSet, Bloomberg, Refinitiv
- Credit ratings: S&P Global, Moody's
- Research: Morningstar, PitchBook, D&B
- Analytics: MSCI, ICE Data
Client Service
Client onboarding, portfolio reporting, communication
Automate client onboarding workflows, generate portfolio reports, and manage client communications. Approval gates ensure compliance review.
- Client onboarding automation
- Portfolio report generation
- Client communication management
- Compliance approval gates
Financial Services Industry Pack
Get started in minutes with pre-built recipes and workflows
The Financial Services Industry Pack includes 13 ready-to-use AI recipes and 5 multi-step workflows covering investment analysis, SOX compliance, AML review, credit risk, and regulatory filing. Install with one click from the Library.
Ready to automate financial services workflows?
SOX-compliant AI automation connected to 22 financial data sources. Talk to our team.