Platform
Covecta’s agents orchestrate the financial services lifecycle
Assistant
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Agents & Workflows
Intelligence
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Ecosystem
Covecta meets you where you work
We already integrate with your tech stack, and we’re constantly adding more.
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Covecta’s Agent Coverage
Ready made financial services agents available to be deployed today
Select use case:
Heads of Terms
Drafts preliminary deal terms based on negotiation inputs and policy constraints.
Distressed Lending Management
Manages watchlist accounts with structured workflows.
Ongoing Property Analysis
Maintains live updates on collateral valuations.
Excess Management
Detects and manages borrowing or limit breaches.
Ongoing Financials Streaming
Streams live financial data feeds into risk systems.
Early Warning Identification
Monitors leading indicators of credit deterioration.
Account Plans Production
Synthesises customer data into annual relationship plans.
Valuation Orchestration
Coordinates multiple valuation methods including automated models.
Credit Committee Production
Prepares summaries, recommendations, and decision aids for committee review.
Underwriting QC
Tracks policy adherence and flags breaches or waivers.
ESG Analysis
Assesses clients against environmental, social, and governance factors.
Property Analysis
Aggregates market data, comparables, and local metrics.
Consumer Affordability Analysis
Automates budget breakdowns and affordability scoring aligned with bank policy assumptions.
Cash Flow Forecasting
Combines P&L, balance sheet, and repayment data to stress-test serviceability.
Consumer Financial Analysis
Analyses personal income, expenses, and liabilities.
CRA Scorecard
Automates creation and calculation of AML risk scores.
SIC Code Validation
Validates and assigns accurate industry codes with an analysis against whats on companies house versus business activities/online profile.
KYB/KYC Screening
Automates business and individual verification against regulatory and sanctions databases.
UBO Structuring
Maps ultimate beneficial ownership structures with entity linkages.
Dynamic Market Pricing
Aggregates live market, competitor, and rate data to suggest optimal pricing.
Prospect Sourcing
Identifies potential clients or up-sell opportunities based on data signals (internal/external) and risk appetite.
Industry Research
Gathers and summarises sector trends, benchmarks, and regulatory insights, competitive landscape.
Annual Review
Automates preparation of yearly client risk and performance reviews.
Ongoing Due Diligence
Perpetual analysis from a KYC/AML perspective to ensure compliance.
Covenant Testing
Automates covenant compliance tracking and breach alerts.
Appraisal Review
Validates third-party appraisals for consistency and accuracy.
SBA Post Close
Automates post-close loan documentation and reporting.
Policy Verification
Confirms all compliance, credit, and documentation criteria met before drawdown.
Valuation Analysis
Reviews valuation reports and ensures in line with bank and policy expectations.
Customer Profile
Automates collation of customer demographic, financial, and behavioural data to build a unified, dynamic profile.
Meeting Prep Production
Prepares personalised, data-rich briefings before client meetings.
Adverse Media
Performs ongoing screening of entities across news and risk feeds with discounting and bank policy applied.
Policy Mapping
Retrieves and interprets internal policy rules in natural language.
Business Financial Analysis
Interprets company financials to assess performance and trends.
Sighting Papers
Slimmed down credit application in order to gauge early feedback from credit & relationship teams.
Bank Statement Analysis
Automates business and individual verification against regulatory and sanctions databases.
Credit Memo Production
Auto-generates structured credit memos from data inputs.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
Works within the tools your team is already using
Use Covecta in:
Word
Excel
Teams
Outlook
Copilot
Slack
Chrome
Salesforce
+ more added every month
Frequently asked questions
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.
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.
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.
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.
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.
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.