Enterprise AI for Financial Services

Managed AI Transformation for Financial Services

Automate compliance reviews, accelerate complex reporting, and surface audit-ready operational intelligence.
No upfront cost · No FDE required · Full agent governance · Full control
AI that drives financial services

Connected Systems

Core banking infrastructure, OMS/PMS platforms, and reference data streams unified into a single ecosystem without the risk or cost of a legacy rip-and-replace.

Structured Intelligence

Unstructured regulatory filings, earnings transcripts, investment policy statements, and claims data transformed into accurate, cross-system context ready for immediate decisioning.

Auditable Automation

High-stakes operational workflows—from portfolio surveillance and AML screening to claims triage—automated end-to-end with immutable audit trails and strict compliance guardrails.

Governance & Regulation Readiness

End-to-end observability, audit trails, and controls designed to support model-risk management (SR 11-7). Enterprise security, access controls, and data residency.

Unframe powers finance operations

Corporate Banking

Full client picture before every call.

  • KYC & onboarding automation
  • Pre-meeting intelligence briefs
  • AML monitoring & regulatory reporting
  • Credit exposure & next best action
  • DORA & MiFID II compliance automation

Asset Management

Less time aggregating data. More time making decisions.

  • Portfolio monitoring & reporting
  • Research intelligence aggregation
  • Client reporting automation
  • MiFID II, SFDR, AIFMD submissions
  • Performance attribution automation

Wealth Management

Holdings, suitability, prior interactions - surfaced before every conversation.

  • Pre-meeting client intelligence briefs
  • Suitability & compliance documentation
  • Personalized proposal generation
  • Next best action across the book
  • Mandate review & AUM retention signals

Private Equity

Investor reporting in hours, not weeks.

  • LP & investor reporting
  • DDQ & ODD preparation
  • Portco monitoring & covenant tracking
  • Board pack extraction & IC prep
  • Cross-portfolio intelligence
98%+
accuracy, surpassing human abstraction benchmarks
10x
faster turnaround on investment and client reports
40%
reduction in record storage and data retrieval costs
Why AI in finance is hard

Financial institutions don't lack data or ambition. What they lack is a way to deploy AI that regulators, boards, and customers can all trust.

Siloed, disconnected core systems
Unexplainable credit and claims decisions
Budgets trapped in legacy maintenance
Strict, mandatory regulatory compliance
Customer spotlight

Real-world success

AI Document Processing

Financial Services

Fortune 500 Bank digitizes legacy archives

AI Investor Reporting

Financial Services

Leading PE Firm achieves 70% faster reporting cycles

AI Enterprise Search

Financial Services

Global Investment Bank enables 10x faster enterprise knowledge access

Enterprise-grade security and controls

Unframe meets top industry standards for security and compliance. We embed all default controls that enterprise teams expect:

End-to-end encryption
Audit logs across all workflows
No training on your data
Data doesn't leave your perimeter
More about security

Three steps to AI in production

We collaborate to prioritize your use cases
Unframe works with your team to define a use case tied to a measurable outcome - revenue, cost, speed, accuracy. A specific problem with a number attached to it. If it doesn't move a number, we don't build it.
Timeline:
60 minutes
We tailor an agentic solution for you
Unframe configures a solution using pre-built, production-hardened components assembled by a Blueprint and tailored to your specific use case.‍

Deployed on your data, in your environment, on your choice of LLMs. No FDEs required.
Timeline:
Delivered in days.
Get a production-ready solution
Move beyond endless POCs that never make it to production. You evaluate the solution on your real data, in your real environment. If it delivers the outcome we aligned on, you subscribe. If it doesn't, you don't pay.

No upfront licensing. No commitment before proven value. The commercial relationship starts after the outcome is demonstrated.
Timeline:
Experience business impact in weeks.

FAQs

Can AI actually replace manual compliance reviews in financial services?
How long does it realistically take to deploy AI in a bank or financial institution?
What is managed AI for financial services?
Is our client and transaction data safe when using AI?
Why do so many AI projects in financial services fail to deliver?
How do banks use AI to speed up client reporting?
What's the difference between a general AI tool like Copilot and a financial services AI solution?
Do we need to replace our existing systems to use AI?