Manual KYC reviews
Analysts spend their day on documents an agent could clear in seconds, and only get to the edge cases that actually need human judgement after the queue clears.
AEOS for Financial Services
AI Solutions for Financial Services, that the second line will sign off on.
We put agents into risk, onboarding, and client operations, inside the controls your second line already runs. Audit trails are written for the regulator, not the product roadmap.
The reality
What financial-services teams actually fight with.
Generative AI excites the business and terrifies compliance. The job is to close that gap, by building the platform the auditor, the CISO, and the line-of-business owner all sign off on first.
Fragmented risk signals
Market data, positions, and client context sit in three different systems, reconciled by hand every morning because no platform owns the joined view.
Audit-proofing the LLM
Every generative output is now evidence. Without auditable reasoning and signed inputs, the LLM is a liability the second line won't approve.
Slow client response
Advisors wait on internal handoffs while the client waits for a callback. The gap shows up first in CSAT, and second in retention numbers nobody wants to read.
Legacy integration cost
Twenty-year-old platforms still process the trade. New AI has to live next to them and survive the next upgrade. Replacing them isn't on the table.
Shadow-AI exposure
Teams quietly pasting client data into consumer tools. One screenshot away from a breach and a regulatory finding in the same week.
How we deliver
How Global AI delivers for financial services.
We wire the platform into the risk, compliance, and operations controls you already run. Our delivery engineers stay in your environment until the agents are in production.
Compliance-first orchestration
Every workflow inherits your entitlements, evidence standards, and model-risk controls. There's no parallel operating environment your second line has to learn separately.
Grounded decisioning
Agents reason over your CRM, your positions, and your product data, not a public model. Outputs come with sources attached for every material decision.
Integration without rip-and-replace
1,500+ prebuilt connectors plus SDKs for the internal platforms. Agents live alongside your stack, they don't force you to change it.
Embedded delivery
Solution architects work inside your environment until go-live. Audit evidence comes online with the first workflow, not three quarters later.
Our approach
From compliance walkthrough to live workflow.
Three steps that fit how regulated financial institutions actually ship change, not how a SaaS vendor wishes they did.
- 01
Align with the second line
Risk, compliance, and operations point us at the workflows where automation actually lifts capacity without opening new control gaps. The governance plan is shared, not handed over later.
- 02
Deploy inside existing controls
Agents use your SSO, your encryption, and your evidence store. No parallel control plane. No shadow ops environment. The audit is built in, not bolted on.
- 03
Scale under governance
Environment promotion, model-risk review, and KRI reporting all run on frameworks supervisors already accept, so the conversation is recognisable from the first review.
Use cases across the front, middle, and back office
AEOS for the work already on your plate.
Six starting points where lift shows up in the first quarter, all composable on one platform.
KYC document triage
Extract, validate, and route onboarding packages. Edge cases go to a human reviewer with a decision draft attached and the source document logged.
Impact Hours → minutes; audit coverage up
Transaction monitoring
Continuous AML screening with policy-checked escalation paths. False-positive rates fall, reviewer throughput rises, and the signal-to-noise ratio your board has been asking about for two years actually improves.
Impact ~40% FP reduction, faster disposition
Client-advisor copilot
A portfolio-aware assistant advisors can hand client context to. Grounded in your CRM, your research, and your live positions, not a public model.
Impact Meeting prep hours back to advisors
Regulatory reporting
Returns drafted, reconciled, and submitted from your data of record. Every number traces to a source row. Controllers approve, they don't re-key.
Impact Quarterly cycle compressed
Internal research assistant
Research, filings, and call transcripts pulled into position-aware briefings that never leave your perimeter. Every claim has a citation your research desk can verify in one click.
Impact Research reuse across desks
Complaint handling
Inbound complaints get regulator-aware classification, response drafts grounded in your product documentation, and a clean handoff to ops for the exceptions.
Impact SLA attainment up, complaint leakage down
Let's talk
Bring one financial services workflow
Bring one financial services workflow
into production.
30-minute conversation. No obligation. Fully tailored to your environment.