Context is distributed
Client records, policies, correspondence, transactions, and operating knowledge live across systems with different owners and access rules.
Managed AI for financial services
Move regulated, knowledge-intensive work forward with evidence attached.
Coryntas gives financial institutions one managed platform for agents that can understand client context, apply operating policy, coordinate work across systems, and route judgment to the right people.
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Managed operating layerDesigned around each workflow
- Context linked
- Approvals bounded
- Evidence captured
Built for the operating reality
Build a reusable agent portfolio across client service, operations, risk, compliance, and finance without turning every workflow into a separate AI project.
Authority matters
Useful work depends on knowing which source is current, which rule applies, and who can approve an exception.
Evidence must travel
Recommendations and actions need a trace of the information, decisions, approvals, and system changes behind them.
AI across Financial Services
Move the work forward without hiding the judgment.
Departments do not define the solution. The agent follows the work across accountable owners, policies, and systems.
Client operations
Prepare complete client work, coordinate service requests, and keep records current.
Risk and compliance
Assemble evidence, map obligations, and surface exceptions for accountable review.
Investment and credit work
Bring together approved facts and policy before a professional makes the decision.
Corporate operations
Resolve procurement, finance, vendor, and employee workflows across shared systems.
Client operations
Client onboarding preparation
Collect required records, identify missing evidence, and route the package for review.
Discuss this workflowManaged agent run01
- Agent
Pulls client records and required documents
- Policy
Checks the package against current onboarding rules
- Agent
Lists every missing item with its source system
- Human
Reviewer approves or returns the package
Client operations
Service-case coordination
Resolve requests across client records, policy, case systems, and accountable owners.
Discuss this workflowManaged agent run02
- Agent
Reads the request against case and client history
- Policy
Applies product rules and service commitments
- Agent
Drafts the resolution and updates the case record
- Human
Case owner confirms before the client is told
Investment and credit work
Due-diligence evidence pack
Assemble approved source material and preserve provenance for professional review.
Discuss this workflowManaged agent run03
- Agent
Gathers approved source material
- Policy
Keeps provenance and version on every item
- Agent
Assembles the pack with unresolved gaps marked
- Human
Professional makes the investment judgment
Risk and compliance
Regulatory change mapping
Compare new obligations with policies, controls, owners, and affected operating processes.
Discuss this workflowManaged agent run04
- Agent
Reads the new obligation and its effective date
- Policy
Matches it against existing policies and controls
- Agent
Lists affected processes and accountable owners
- Human
Control owner confirms the assessed impact
More starting points
Build from one workflow into a managed portfolio.
These are representative applications—not the boundaries of Coryntas or a claim that every workflow runs autonomously.
05Corporate operations
Vendor assessment
Coordinate due diligence, evidence requests, gaps, and approval decisions.
06Risk and compliance
Compliance evidence collection
Gather current evidence and produce a traceable review package.
07Corporate operations
Invoice exception resolution
Reconcile records, apply policy, and route material exceptions for judgment.
View workflow08Corporate operations
Operational reporting preparation
Prepare recurring management reporting from governed source systems.
This is one view of the work Coryntas agents can manage—not a limit on what the platform can support.
Business impact
Measure accepted work—not AI activity.
Baselines and targets are agreed for each workflow. These are operating definitions, not unverified performance claims.
Accepted outcome rate
How often the completed work meets the operational definition agreed with its owner.
Cycle time
Elapsed time from a valid trigger to an accepted outcome.
Exception quality
Whether the right cases pause with enough evidence for efficient human judgment.
Cost per accepted outcome
The full operating cost required to deliver useful completed work.
Start with a real workflow
Design the first financial services agent—and the foundation for what follows.
Map the outcome, context, systems, controls, human authority, and production measures with Coryntas.
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