Specialist Gen AI capabilities, purpose built for Financial Institutions

Setting front line teams free from unnecessary manual work

Commercial Banks
Wealth Management
Asset Management
Brokers
Users

Value for the entire team

All front line teams benefit, for example:
- Relationship Managers
- Portfolio Managers
- Underwriters
- KYC teams
- Client Servicing teams

Capabilities

Capabilities that serve your customer lifecycle end to end

Information Summariser

Tailored and instant domain specific summarisation of customer and industry information, in seconds not hours.

Full referencing and traceability to source documents

Automated reconciliation of source information against policies and thresholds

Covecta Assistant

Chat in natural language with source documentation and ask any question at any time.

Remove the need for manual scrolling, time intensive searching or asking other teams.

Content Creator

Documents created at the click of a button, including customer assessments, credit memos, product proposals, annual reviews and more, all in an instant.

All created by the platform to bank and user defined templates and preferences.

How it works

Configurator Engine

Configuration at your fingertips

Covecta’s Configurator Engine:

- Tailored experience for each user
- Automated creation and management of prompts
- Fully integrated AI workflows

Platform Infrastructure

Multi LLM platform infrastructure

Covecta provides:

- Full LLM flexibility
- Zero data leakage
- Zero hallucinations

Benefits

FIs and Businesses

For Financial Institutions

Increased productivity and growth
Proactive and deeper relationships
Tailored offerings
Stronger risk and compliance

For Businesses

Quicker access to financial products & services
Strategic vs transactional support
More relevant products and services
Improved transparency

Join the waitlist

Reach out to:

hello@covecta.io

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