Enterprise AI for Financial Services

Managed AI Solutions for Banking & Private Equity

Automate compliance, detect risk, improve customer experience, and accelerate decisions with secure AI tailored to your firm’s unique needs. Delivered in days, not months.
State of financial services today
55%
of banks say legacy systems block any kind of transformation.
53%
of leaders cite data silos as the biggest obstacle.
75%
remain stuck in siloed pilots, risking irrelevance.
Invest in AI that actually works
While the need for AI is surging, the majority of internal initiatives fail and adoption is an uphill battle in many organizations.

Challenges are multiplied by financial services industry complexity: legacy systems, strict regulations, and zero room for error. That’s why we focus on managed enterprise AI that you can trust.
Prioritize compliance and security
Integrate without disruption
Connects to any SaaS, database or unstructured data sources. The Unframe platform flexes to your existing stack, ensuring fast adoption without costly rip-and-replace.

Your data, your control
Sensitive financial data never leaves your environment. Unframe operates where your data resides, maintaining strict compliance with industry regulations and protecting confidentiality at every step.

Security and transparency by design
Every decision is backed by enterprise-grade encryption, audit trails, and built-in explainability. You get clear visibility into how Unframe arrives at outcomes - strengthening trust across clients, regulators, and internal risk teams.
Common Use Cases

Cover all your use cases with one platform

Experience tangible impact from the get-go. Simply describe exactly your needs and you’ll receive the full-blown solution in days.

Client 360 and relationship insights

Unify deposits, lending, investments, and transaction data into a single client view. Relationship managers gain real-time insights to anticipate needs, tailor offers, and grow wallet share.

Compliance and risk monitoring automation

Automate monitoring across transactions, trades, and communications. Accelerate KYC, AML, and regulatory reporting to cut false positives, reduce costs, and keep your firm audit-ready.

Fraud and portfolio intelligence

Identify fraud and emerging risks across payments, lending, and trading portfolios. AI delivers early-warning insights from structured and unstructured data, protecting clients and reinforcing resilience.

Accelerated reporting

Produce fund and portfolio-level reports instantly. AI drives outputs that are automated, auditable, and regulator ready, reducing operational risk and freeing teams from manual processes.

Explore the platform

Discover how Unframe works, our building blocks approach, and more.
Learn more
Integrations

Integrate with anything. Fast.

We know how complex and unique your tech stack is. That’s why Unframe has unlimited integrations, to any system you might use.
Any SaaS
Any API
Any DB
Any File
Any Environment
Customer Spotlight

Real-world success

Global Investment Bank

Use Case

Custom AI-powered search engine

10X faster turnaround on investment and client reports

Deployed custom AI enterprise search to surface connected insights across global divisions — enabling faster, more informed decisions.
Read case study

Leading Private Equity Firm

Use Case

AI-driven, accurate investor reporting

70% faster investor reporting cycles

AI reporting solution that automates data extraction and normalization, delivering accurate, traceable reporting across 500+ portfolio companies.
Read case study

FAQs

How is Unframe different from generic AI tools for financial services?
Can Unframe integrate with legacy core banking systems?
How does Unframe support compliance and regulatory requirements?
What use cases deliver the fastest ROI in financial services?
Is Unframe secure enough for sensitive financial data?

Say the use case

Get a custom demo

Book a demo