Financial Services
From advice firms to lenders and brokers, financial services teams face rising compliance load, shrinking margins and growing client expectations. CLAID agents take the manual work off your team, without taking your data offshore.
High volume deal work spread across the broker team, with every memo and valuation built from scratch.
Document Review & Compliance Agent
Industrialises credit memo, document review and valuations work. Extracts data, checks criteria and flags exceptions for human review.
Years of lender criteria and deal history live in the heads of senior brokers, rebuilt on every new enquiry.
Outreach & Pipeline Agent
Surfaces the best-fit lender from your historical deal corpus and drafts the next conversation, instead of rebuilding that knowledge on every deal.
EDMs and social posts that start strong, then quietly go dark while the team is heads down on deals.
Marketing Content Agent
Turns weekly deal reviews into ready to review EDMs and social posts. Keeps the channel alive without the manual overhead.
Monthly reports stitched together by hand from parent entity exports and spreadsheets.
Financial & Management Reporting Agent
Ingests finance exports and produces board and management reports without manual compilation.
Product matrices, policy notes and lender quirks scattered across PDFs, emails and senior brokers' memories.
Knowledge & SOP Agent
Centralises lender criteria, policy notes and internal SOPs into a searchable knowledge base for the whole team.
Trail and brokerage statements reconciled by hand, with discrepancies often catching weeks later.
AP / AR Automation Agent
Reconciles incoming commission statements and supplier invoices against deal records, flagging variances before they are paid.
Lender rate sheets and competitor positioning tracked manually across dozens of public sources.
Web Monitoring & Market Intelligence Agent
Monitors lender rates, fees and competitor activity across public sources and cross-references against your own pipeline.
