AI that works where you do:
On Premise, or On Your Own Cloud
Generating Alpha
Research
Leverage Cape.ai to gain insights, including from 10K’s, 10Q’s, company filings, news and other research reports. Using fine-tuned LLMs and AI-driven document extraction capabilities to turn unstructured data into structured data for the business.
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.
Testing Automation
Audit
With Cape.ai assess the effectiveness of internal controls and perform data analysis to identify potential anomalies. Validate findings to support informed risk mitigation and drive strategic decision-making.
Discover Cape.ai Impact
Explore real-world transformations—from manual bottlenecks to automated intelligence
Without Cape
Generating Alpha:
12+ analysts manually review 1,000+ filings/month to extract market signals and analyze them.
Manual Effort
100%
Accuracy
<85%
With Cape
Generating Alpha:
Cape.ai automates data extraction from unstructured reports, accelerating research cycles by 3x.
Manual Effort
<10%
Accuracy
>95%
Without Cape
Third Party Risk Management:
Team of analysts spends 100s of hours/month manually reviewing and compiling SOC reports.
Delays
>20%
Time Spent
2-3 h
With Cape
Third Party Risk Management:
Cape.ai automates end-to-end SOC report analysis, reducing manual effort by 85%.
Acceleration
4x
Time Spent
2-5 min
Without Cape
Ensure Compliance:
Analysts spend 100s of hours/month manually researching counterparties, reviewing SARs, CTRs, and screening for negative news.
Delays
>25%
Manual Effort
100%
With Cape
Ensure Compliance:
Cape.ai automates Enhanced Due Diligence by retrieving and analyzing SARs, CTRs, and adverse media in real time.
Efficiency
3x
Manual Effort
<5%
Without Cape
New Account Openings:
Offshore team manually processes every new application causing delays and incomplete processing.
Error Rate
>20%
Incompletion Rate
>25%
With Cape
New Account Openings:
Cape.ai offers fast automated end-to-end process with projected ROI $1.2M
Error Rate
<5%
Incompletion Rate
<5%
Without Cape
Tailor Campaigns:
It takes nearly a month to execute a marketing campaign, which limits personalization.
Full Cycle
27 days
Personalization
Low
With Cape
Tailor Campaigns:
Cape.ai enables end-to-end campaign deployment in just 15 minutes by unifying data across departments.
Full Cycle
15 min
Personalization
High
Without Cape
Testing Automation:
100s hours/month manually reviewing documents to confirm requirements and develop workpapers.
Errors
>15%
With Cape
Testing Automation:
Cape.ai automates document Q&A, generating insights and actionable workflows with fine-tuned LLMs.
Errors
<2%
Acceleration
70%
Transform Unstructured Data into Business Intelligence
- Create templates for any type of document or unstructured data format:
- New Account forms
- Insurance Claims
- Loan Applications
- 10K’s
- SOC reports
- Bulk upload documents/files/data
- Analyze documents using AI
- User-defined data field selection across templates
- Output to your choice of endpoint:
- API, .CSV/BI, CRM, RPA/Workflows
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
With Cape.ai, we have realized significant time and operational cost savings for new account openings. We were able to repurpose an entire team of analysts by leveraging Cape’s powerful AI and PDF processing capabilities in a matter of weeks. The product has far reaching potential value across the Global Holdings enterprise and our strategic Financial Services business partners.
Andrew Schmidtke
COO, Global
