Move fast without
breaking compliance.
Automate operations, reporting, and client servicing — with the audit trails and security controls financial regulators expect.
Verified identity against compliance requirements
Flagged 2 exceptions for manual review
Updated onboarding status to Pending Review
Compliance agent
KYC & Compliance
3x faster client onboarding
Verified identity against compliance requirements
Flagged 2 exceptions for manual review
Updated onboarding status to Pending Review
Compliance agent
KYC & Compliance
3x faster client onboarding
faster client onboarding
faster fraud detection
on-time regulatory filings
annual savings in operations
See Financial Services agents in action.
Real workflows with tool requests, reasoning steps, and approval gates – exactly how they run in production.
AI agents for every Financial Services workflow
Purpose-built agents that understand your industry's tools, terminology, and compliance requirements.
Compliance & Risk
KYC & KYB automation
Client onboarding documents reviewed, verified, and flagged for exceptions — reducing manual review by 70%.
Regulatory filing automation
Regulatory reports compiled from source systems, validated against requirements, and submitted on schedule — every time.
Audit trail monitoring
Continuous monitoring of transactions and activities against compliance policies, with automated exception reporting.
Risk assessment intelligence
Real-time portfolio risk aggregation across positions, counterparties, and market conditions — surfaced in natural language.
Client Operations
Prospect account research
Company financials, news, competitive landscape, and relationship history synthesized into pre-meeting intelligence briefs.
RFP & proposal response
Institutional RFPs answered using your compliance-approved library of responses, past proposals, and current capabilities.
Trade settlement monitoring
Settlement exceptions detected, root causes identified, and resolution steps initiated — targeting T+0 settlement.
Client communication drafting
Market updates, portfolio reviews, and client correspondence drafted from approved templates and current market data.
Support & Service
Advisor support automation
Internal and external queries routed, answered with compliance-approved responses, and escalated when human judgment is needed.
Knowledge base management
Policies, procedures, and regulatory guidance kept up-to-date and instantly searchable by advisors and compliance teams.
Client inquiry resolution
Account questions, transaction inquiries, and service requests resolved with full audit trails and compliance logging.
Support analytics
Inquiry patterns, resolution times, and client satisfaction trends synthesized into actionable reports for leadership.
Reporting & Analytics
Portfolio performance reporting
Client portfolio performance, attribution analysis, and benchmark comparisons generated automatically on schedule.
Market intelligence briefings
Daily synthesis of market movements, sector trends, and relevant news — tailored to your portfolio and client base.
Fraud detection acceleration
Transaction patterns analyzed in real-time, anomalies flagged, and investigation dossiers prepared — 90% faster than manual review.
Regulatory change monitoring
New regulations, guidance updates, and enforcement actions tracked and assessed for impact on your operations.
Connects to your entire Financial Services stack
100+ OAuth connectors — permissioned and secure. Your agents work across every tool your team already uses.
Automation for your most critical Financial Services workflows
FAQ
Frequently asked questions
AI agents automate compliance monitoring, trade settlement exception handling, KYC document review, regulatory filing preparation, and fraud detection workflows while maintaining full audit trails for regulators.
Yes. Coworker is SOC 2 Type II certified, GDPR compliant, and supports air-gapped deployments for regulated industries. All agent actions are logged with complete audit trails and require human approval for sensitive operations.
Coworker agents handle KYC document verification, regulatory report compilation, trade settlement exception detection, suspicious activity flagging, and compliance policy monitoring across your connected systems.
All data is encrypted at rest and in transit. Coworker supports VPC peering, private endpoints, regional data residency, and role-based access control. No financial data is used to train AI models.
Coworker integrates with Salesforce Financial Cloud, Bloomberg, Refinitiv, ServiceNow, Jira, Slack, and custom systems via API. Agents work within your existing compliance and security framework.
Deploy AI agents for Financial Services in minutes
Connect your tools, pick a workflow, and your first agent runs before you finish setup.