Covecta is proudly backed by Salesforce Ventures.

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Seasoned Banker Intelligence

10x what your teams can do with Covecta’s Agents

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Why top financial institutions choose Covecta’s Seasoned Banker Intelligence

Understands what your work is

Deep understanding of process to always be one step ahead.

Understands how to execute

Automation as standard to deliver across the lifecycle at scale.

Understands what quality looks like

Agents execute with a deep appreciation for policy & performance for enterprise grade results.

AI Agents you can deploy today with Seasoned Banker Intelligence

Seasoned Banker Intelligence Provides:

  • Understand process and policy

  • Continuously learn your ways of working

  • Understand your objectives

  • Collaborates with your colleagues

  • Have financial and analytical mastery

  • Understand your client context

  • Proactively manage risk

  • Supporting all staff

Top Financial Institutions 

use Covecta for

Acquisition
Screening
Underwriting
Fulfillment
Monitoring

Put Covecta to work for you and your teams

Bringing the best of search and agents on one platform for the financial services sector

Acquire more customers

Transform customer acquisition with actionable intelligence & seamless onboarding

Assess them with ease

From manual reviews to automated precision

Monitor and grow at scale

Turn continuous monitoring into continuous opportunity

Feel the power of Covecta

Covecta unlocks productivity to drive accelerated growth and efficiency

70% time saving on tasks

10% acceleration in AUM growth

1.5 months to go live

Workforce benefits:

Supercharged skills

Pace & agility

Enhanced knowledge

Superhuman foresight

Organisation benefits:

Purpose built AI platform

Enterprise grade security

No LLM lock in

Deployable across teams

Agents

Automate the mundane and simplify the complex with Covecta’s always on and expert agents.

How it works:

  • Set trigger
  • Configure agent
  • Add tools
  • Add actions
  • Chain agents together
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Put Covecta to work for you and your teams

Bringing the best of search and agents on one platform for the financial services sector

Bespoke search

Enriched business development

Receive real time customer, industry and regulatory updates

Streamline adverse media checks

Create tailored reports and memos

Simplify complex financial analysis

Seamless reconciliation

Real time annual reviews and ongoing due diligence

Advanced portfolio monitoring

01

Supercharge your workforce with knowledge

Put your enterprise data to work for your workforce.
02

Let Vecta effortlessly empower you to do more

Accelerate your bespoke research, and enrich business development activities in real time.
03

With full control and configurability at your fingertips

Define workflows and processes within the Covecta Studio. Assign highly skilled Agents across a range of tasks. All fully configured by the user.
04

Delivering value added outcomes

Leave the manual and mundane work to the Agents. So your teams can focus on your customers and growing your business.
05

And collaborate across your team

Remove the back and forth across desktop and systems. Maintain all your mission critical workflows in one place.
06

Connecting accounting data instantly

Facilitating effortless access to clients’ financial records for audit & lending enabling faster decisions and deeper insights via major platform integrations.

Vecta is agnostic of LLM

Choose the most powerful LLM for each task

Hear direct from those working with Covecta

Hear first-hand from our incredible partners and customers.

We see covecta as a truly transformative technology for unlocking huge productivity gains across our user base in a modern way.

Finova
Commercial Director

Frontline colleagues are blown away at the level of work this will take away, leaving them to focus on customers.

Regional Director
Metro Bank

Backed by Salesforce Ventures

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Frequently asked questions

Find the answer you need, or contact us
Does Covecta train LLMs with my data?

No, Covecta does not train any LLMs with your data. 
We go a step further ensuring that none of your data is stored within an LLM either.

How secure is Covecta?

Covecta deploys enterprise grade security provided by AWS and Covecta capabilities. We understand the importance of Data Privacy and Security and it remains a top priority.

Where is my data hosted?

Covecta and your data can be hosted in the geography or region of your choice, assuming AWS has datacentre presence. We recognise the importance of data sovereignty. 

Which LLMs does Covecta use?

Customers have access to a range of LLMs and can choose the most appropriate LLM for each task. Example LLMs include, Anthropic, Open AI, Mistral and Gemini.

Can Covecta integrate with other platforms and tools?

Yes, we can integrate with your existing technology stack. However, many of our customers are seeing ~70% time saving on activities when Covecta is deployed as a standalone offering too.

How can I get started with Covecta?

We can provide you with a free sandbox for 2 users for 14 days. Just get in contact and we can provision this within 48 hours.

Still have questions?

Can’t find the answer you’re looking for? Please chat to our friendly team.

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