Your compliance team spends weeks preparing for each audit—manually collecting evidence from security logs, payment systems, and access controls scattered across on-premises data centers, multiple clouds, and SaaS applications. Every new framework (DORA, GDPR, CCPA, PIPEDA) adds another layer of documentation requirements, and auditors increasingly demand continuous compliance rather than point-in-time assessments. The result? Compliance officers burning out, audit costs escalating, and residual risk from gaps in manual processes.
Financial institutions remain the most targeted sector for cybercrime—from sophisticated ransomware campaigns to insider threats and account takeover fraud. Your security operations center monitors thousands of alerts daily, but siloed tools create blind spots. Cloud migrations and remote work have expanded the attack surface, while legacy security infrastructure lacks the intelligence to detect advanced persistent threats. A single breach doesn't just cost millions in immediate response—it erodes customer trust that takes years to rebuild.
Your customers expect the same digital-first experience from their bank or insurer that they get from Amazon or Apple—24/7 access across voice, mobile, and chat with instant answers to account questions, transaction alerts, and personalized financial guidance. Yet 60% of retail banking customers expect omnichannel access while only 29% report their institution delivers a seamless experience. Contact centers struggle with high call volumes for routine inquiries while lacking the AI automation that would free agents for complex, high-value interactions.
Your technology stack has grown organically over decades—separate vendors for core banking, CRM, contact center, payment processing, security monitoring, and compliance reporting. Each system has its own data model, user interface, and integration requirements. IT teams spend more time maintaining vendor relationships and managing integrations than driving innovation. Every new capability requires another vendor evaluation, contract negotiation, and integration project—slowing time-to-market and increasing operational risk.
Neobanks and fintech startups launch new products in weeks while traditional institutions measure innovation in quarters or years. They're not burdened by legacy systems or regulatory complexity—they're cloud-native, API-first, and built for rapid iteration. Meanwhile, your institution manages multiple products across business lines with limited ability to cross-sell, identify upsell opportunities, or predict churn. The data exists, but it's trapped in silos that prevent the unified customer intelligence needed for competitive differentiation.
Continuously validates security controls across banking, payments, and cloud systems with AI-driven pentests, automated exploit simulation, and audit-ready evidence for PCI-DSS, SOC 2, ISO 27001, and DORA.
Our platform autonomously probes your financial infrastructure—core banking systems, payment processors, trading applications, and cloud workloads—correlating behaviors in real time to identify exploitable weaknesses before they become incidents. Pre-configured frameworks map test results to PCI-DSS, SOC 2, and ISO control families, automatically generating evidence and remediation guidance. When auditors request proof of vulnerability management, access safeguards, or encryption controls, you deliver complete, validated reports in minutes rather than weeks.
Connect to your core banking environment, payment APIs, trading platforms, and cloud infrastructure (AWS, Azure, GCP). When the system detects a potential weakness—say, an exposed internal endpoint or privilege escalation tied to a new code release—it safely simulates exploits to determine real impact, logs the event, and aligns findings to your applicable compliance controls.
If activity occurs outside normal parameters—such as an administrative account initiating high-risk operations after hours—the platform generates alerts, launches automated validation workflows, and documents everything for DORA, PCI-DSS, or SOC 2 audit review.
Automate compliance reporting for PCI-DSS, SOC 2, GDPR, and DORA. Detect threats in real-time across cloud and on-premises systems. Maintain audit-ready evidence without manual effort.
Our platform continuously monitors security controls across your entire infrastructure—from core banking systems to mobile applications—correlating events in sub-seconds to identify anomalies before they become incidents. Pre-configured compliance frameworks map your controls to specific PCI-DSS v4.0 requirements, SOC 2 trust service criteria, and ISO 27001 controls, automatically collecting evidence and generating audit reports. When auditors ask for proof of access controls, encryption verification, or incident response documentation, you deliver comprehensive reports in minutes rather than weeks.
Connect to your core banking platform, card processing systems, and cloud infrastructure (AWS, Azure, GCP). When a privileged user accesses cardholder data, the platform automatically logs the access, validates it against policy, and includes it in your PCI-DSS compliance report. If access occurs outside normal parameters—say, a database administrator querying card numbers at 2 AM—the system generates an alert, initiates an automated investigation workflow, and documents everything for audit review.
Global voice, SMS, and WhatsApp alerts for transaction notifications, loan status updates, and fraud alerts—all PCI-compliant and fully auditable. AI-powered routing optimizes call handling and reduces contact center costs.
Enable secure, real-time communication with customers across every channel they use. Send instant fraud alerts via SMS when suspicious transactions are detected. Route high-value clients to relationship managers based on caller ID and account history. Deploy natural language IVR that handles balance inquiries, payment confirmations, and appointment scheduling without agent involvement. Every interaction is encrypted, logged, and available for compliance review—meeting call recording requirements for broker-dealers and maintaining complete audit trails for disputes.
Your fraud detection system flags a suspicious $5,000 transaction. Within seconds, our platform sends an SMS to the cardholder: "Did you authorize a $5,000 charge at [merchant]? Reply YES or NO." If the customer replies NO, the system automatically places a hold on the card, creates a fraud case in your case management system, and initiates a voice call to verify details—all without agent involvement. The entire interaction is logged with timestamps, consent records, and decision trails for regulatory review.
Unify client data across products, track complex account relationships, manage recurring subscriptions for premium services, and forecast revenue with precision. Integrated payment processing simplifies billing and reduces disputes.
See the complete customer relationship—not just individual accounts. Map household relationships, business hierarchies, and beneficial ownership structures in a unified view. Track every interaction across branches, contact center, mobile app, and website to identify cross-sell opportunities and churn risk. Deploy predictive models that score leads based on lifetime value potential and propensity to convert. Automate recurring billing for wealth management fees, insurance premiums, and subscription-based financial services—with built-in dunning management and payment retry logic.
A wealth management client logs into your portal and updates their investment preferences to "conservative." The CRM immediately flags this change to their advisor, pulls up their complete portfolio across all accounts (IRAs, 401(k) rollovers, brokerage accounts, trust accounts), and shows related household members who might have similar risk tolerance changes. The advisor can see every interaction this client has had—branch visits, call center inquiries, mobile app activity—giving them complete context before reaching out. When the advisor schedules a portfolio review, the system automatically sends calendar invitations, SMS reminders, and pre-meeting documents.
No-code AI voice agents handle KYC inquiries, collections calls, and policy updates in multiple languages—all while maintaining compliance logs and audit trails for regulatory review.
Automate the routine so your agents can focus on the complex. Deploy AI voice agents that conduct initial KYC verification by confirming identity, collecting required documentation, and updating customer records—all with natural language understanding that adapts to how customers actually speak. Handle collections calls with empathy and compliance, documenting every interaction for FDCPA requirements while intelligently routing customers who need payment arrangements to specialized agents. Update insurance policy beneficiaries, process credit card disputes, and answer balance inquiries across 50+ languages without increasing headcount.
A customer calls about their auto insurance policy and asks to add their teenage daughter as a driver. The AI agent verifies the caller's identity using voice biometrics and account information, pulls up the policy details from your policy administration system, explains the premium impact, collects the daughter's information (name, date of birth, driver's license number), and processes the change—all in a natural conversation. The agent can handle the caller asking off-script questions like "What if she's only driving on weekends?" or "Can I remove my old car from the policy at the same time?" If the conversation gets too complex, it seamlessly hands off to a human agent with full context. Every step is logged for compliance and quality review.
