Agentic AI for
Financial Institutions
Domain-specific AI for financial firms to 10x productivity
AI that works where you do
Deployed on premise or on your own cloud
Mitigate Risks
Third-Party Risk Management (TPRM)
Entrust SOC report analysis to Cape.ai—extract key data, ensure seamless cross-functional coordination, and streamline auditing, all while saving thousands of analyst hours and enhancing risk assessment.
Ensure Compliance
Enhanced Due Diligence
Delegate the generation of EDD reports to Cape.ai—efficiently collect, research, and analyze data from multiple sources, cutting the process from hours or days to just seconds and freeing up valuable time for compliance teams.
Onboard Your Customer
New Account Openings
Process thousands of new account applications effortlessly—Cape.ai extracts, transcribes, and verifies data, reducing manual work and minimizing human intervention. From 10 offshore analysts to one Cape.ai
Tailor Campaigns
Marketing
Simplify marketing campaigns with Cape.ai—speed up customer segmentation, integrate seamlessly with platforms, and generate personalized emails with human oversight, reducing campaign timelines from weeks to days while ensuring quality and compliance.
The Cape.ai platform enables financial firms to leverage the power of agentic AI to increase reach, insight and efficiencies across their daily operations.
Ken Hans
Partner, Vice President, Blackstone Technology Group
The Bank has capitalized on Cape‘s platform to streamline client marketing campaign execution, thereby improving operational efficiency through workflow automation.
Adrian Glace
CTO, Amalgamated Bank
Discover how financial organizations work with Cape to succeed with AI
| Before Cape | With Cape | |
|---|---|---|
| Loan Application Intake | A team of 10 people manually process loan applications | Cape AI fully automates the intake of 80,000 applications per month |
| SOC2 Reviews | CUECs are manually reviewed | CUECs are automatically analyzed by Cape AI |
| SARs and CTRs Analysis | Analysts login to Abrigo BAM+ to manually review SARs, and CTRs | SARs, and CTRs are thoroughly analyzed by Cape AI |
| Marketing Campaigns | 27 days to execute a new campaign from end to end | 15 minutes from idea to executing of new marketing campaigns. |
| Counterparty Research | Analysts manually research negative news for each counterparty | Negative news is automatically retrieved and analyzed by Cape AI |
| Marketing Data | The marketing team waits for IT to supply customer data from SQL Server | The marketing team accesses customer data directly from natural language descriptions |
| Salesforce Lists | Marketing manually uploads custom lists into Salesforce | Customer lists are automatically added to Salesforce |