FlowOS for banking, finance and insurance.

Case analysis, compliance, reporting and investment memos, with confidentiality levels suited to each client.

What takes time for your teams.

01

Large files

Every decision requires reading many documents.

02

Demanding compliance

KYC, AML and regulation to document precisely.

03

Repetitive reporting

The same tables and comments, every month.

Agents ready for your business.

A selection of agents suited to your business. They are configured around your document templates and processes, and new agents can be built for you.

Case analysis

Summary of a credit or claims file, with points of attention.

KYC compliance

Checks document completeness and flags gaps.

Monthly reporting

Performance tables and comments ready to review.

Investment memo

Structures the memo from the target's documents.

Regulatory watch

Summarizes new regulations and their impact.

Client letters

Drafts letters and replies to complaints.

FlowOS takes care of

Reading, extraction, drafting and formatting.

Your employees get ready-to-review deliverables: documents, presentations, spreadsheets, diagrams.

You keep

Risk analysis, lending and investment decisions, client relationships.

FlowOS augments your business, it doesn't replace it.

An AI engineer in-house.

A Thinking Platforms AI engineer comes to your premises to understand your processes, build the agents you need together with your teams and, if needed, train all your teams to get the most out of the platform.

Confidentiality: each client and each project has its own access level. Hosting and security arrangements are presented to you and validated with you before any deployment.

See FlowOS on your own documents.

A 30-minute demo tailored to your business.

Request a demo →