Financial Services

Bank-grade agents for risk, advice and operations.

Compress cost-to-serve, modernize KYC/AML and arm every advisor — without breaking SR 11-7, OCC heightened standards or your audit committee.

↓ 50%
KYC / periodic-review cycle time
↓ 35%
Cost-to-serve in middle office
↑ 25%
Advisor capacity & wallet share
0
Unaudited model decisions
The reality today

Where current AI stacks break.

Regulators are watching AI now

SR 11-7, OCC, FCA and MAS expect documented model risk management for every agent in production — not just models.

AML costs are unsustainable

False-positive rates of 95%+ are blowing up investigator headcount and consent-order budgets.

Vendor agent sprawl

Every core, CRM and surveillance vendor is shipping its own agent — with no central identity, policy or audit.

Front-office latency

Trader and advisor copilots can't tolerate provider outages or seconds-long token streams.

Data residency

Cross-border inference triggers regulatory scrutiny across EU, UK, Singapore and the GCC.

FinOps blind spots

Token spend explodes line-of-business by line-of-business with no per-desk attribution.

Reference agents

Ship in weeks, not years.

Pre-built, evaluated and governed. Bring them up on Synaptix Cloud or your on-prem appliance.

KYC / Perpetual KYC Agent

Continuously refreshes customer risk profiles, screens against sanctions and adverse media, and drafts disposition memos for analyst sign-off.

AML Investigations Agent

Clusters alerts, pulls SWIFT, transactions and counterparty context, and drafts SAR narratives — cutting investigator time per case by 40–60%.

Advisor & RM Copilot

Pulls portfolio, household and CRM context to draft client outreach, prepare meeting briefs and surface next-best actions.

Trade Surveillance Triage

De-duplicates alerts across venues, attaches comms and trade evidence, and routes to compliance with explainability.

Loan Origination & Servicing Agent

Extracts and validates docs across underwriting, servicing and default — for commercial, mortgage and consumer portfolios.

Customer Servicing Agent

Resolves Tier-1 inquiries across phone, chat and secure messaging with shared memory, full transcript audit and safe escalation.

Regulatory Reporting & Disclosures

Drafts CCAR / DORA / Basel narratives, footnotes and exhibits with cell-level source traceability.

Legacy Core Computer-Use Agent

Operates green-screen cores and legacy ops UIs through computer use — finally automating the workflows APIs never reached.

Compliance

Built for regulated workloads

SOC 2 Type IIISO 27001PCI DSSSR 11-7 alignmentOCC heightened standardsDORAGDPR / CCPAPer-region residency
Connectors

Native systems integration

Salesforce Financial Services CloudBloombergFISFiservJack HenryServiceNowSnowflakeDatabricksSWIFTMurexnCinoActimize
Resources

Resources for financial services teams

Ready to operationalize your agents?

Talk to our team about a pilot on Synaptix Cloud or on-prem.