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

A list of control objectives and whether they are applicable

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.

A series of nodes in a EDD workflow

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.

A new client screen with an EIN field with an account lookup

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

A marketing workflow being executed in a series of steps

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.

NimblAmalgamated BankGlobalBlackstone technology group
Ken Hans

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

Adrian Glace

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 CapeWith Cape
Loan Application IntakeA team of 10 people manually process loan applications Cape AI fully automates the intake of 80,000 applications per month
SOC2 ReviewsCUECs are manually reviewed CUECs are automatically analyzed by Cape AI
SARs and CTRs AnalysisAnalysts login to Abrigo BAM+ to manually review SARs, and CTRs SARs, and CTRs are thoroughly analyzed by Cape AI
Marketing Campaigns27 days to execute a new campaign from end to end 15 minutes from idea to executing of new marketing campaigns.
Counterparty ResearchAnalysts manually research negative news for each counterparty Negative news is automatically retrieved and analyzed by Cape AI
Marketing DataThe marketing team waits for IT to supply customer data from SQL Server The marketing team accesses customer data directly from natural language descriptions
Salesforce ListsMarketing manually uploads custom lists into Salesforce Customer lists are automatically added to Salesforce