The Configurable
AI Platform
for Financial Institutions

Complete mission critical activities via configurable AI workflows

Covecta completes manual activity for front line teams:

Improve team productivity and performance
Spend more time with your customers
Onboard target customers with a higher conversion rate
More effectively support your customers growth
70%

Today, front line teams spend 70%of time on non-revenue producing activity

Manual activity performed today

Customer and industry assessment

Reconciling policies

Creation of memos, proposals & reviews

Covenant testing

These limitations create challenges for Financial Institutions and impacts the businesses they serve

Financial Institutions:

High and increasing cost to serve
Constrained front line team coverage at scale
Lack of customisation for strategic customers

Financial Institutions:

High and increasing cost to serve
Constrained front line team coverage at scale
Lack of customisation for strategic customers

Businesses:

Slow execution impacting competitiveness
Thin RM relationships & strategic support
Constrained ability to execute strategy

Businesses

Slow execution impacting competitiveness
Thin RM relationships & strategic support
Constrained ability to execute strategy

Put Covecta to work for you

AI-Powered Effeciency

Covecta platform, providing fully configurable AI capabilities to support across:

- Instant tailored summarisation of customer and industry information
- Automated policy mapping & covenant testing
- Natural language chat with source documents
- Multi-team Q&A of content
- Automated creation of memos, proposals, reviews.

Covecta Benefits

100x
Faster task completion
15-25%
Lift in role productivity
50%
Increased time with customers
50%
Accelerated growth rate
Unlock the impact and potential of your customers by embarking on a new era of front line productivity

About Us

Covecta exists to empower financial institutions to unlock the potential and impact of businesses globally.

The founding team has a track record of delivering innovation and technology throughout the financial services industry.

Throughout their experience they have seen how front line teams are hampered by manual activity that is holding them back from delivering full value to their customers. This constrains growth for Financial Institutions, and more critically impacts businesses and therefore wider society.

In January 2024 they set out to change this. Learn more about their journey here.

Blog

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Reach out to:

hello@covecta.io

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