Reimagining the finance industry with GenAI power and human insight

We help financial enterprises build trust, compliance, and growth through GenAI capability and personalized services.

Explore GenAI agents

Trusted by leading enterprises

Where GenAI fits in your financial ecosystem

From compliance to risk management, and from operations to customer engagement, our agents empower teams across finance. Each function gains measurable value in accuracy, security, and trust.

AI agents built for your people

Tailored GenAI agents designed to support every leader in financial services.

Compliance Officer

When staying ahead of regulatory change defines your daily responsibility, these agents keep you protected.

Agents include

Unicus PEP and Sanctions Agent

Screens individuals instantly to prevent onboarding risks and compliance violations
Unicus Corporate Registry Agent

Verifies company details quickly to support safe, compliant onboarding decisions.
Unicus Country and Industry Risk Agent

Assesses regional risks to protect operations and ensure informed compliance planning.
ESG Regulation Auditor

Monitors regulatory updates and flags compliance gaps before audits occur.
ESG Risk Scanner

Identifies emerging ESG risks impacting regulatory and reputational obligations.

Risk Analyst

If making early, accurate risk judgments depends on reliable intelligence, these agents strengthen your analysis.

Agents include

Unicus Financial Data Agent

Extracts financial metrics to strengthen risk models and assessments.
Unicus Web Research and Media Agent

Monitors public data to uncover market, reputation, and counterparty risks.
ESG InsightPro

Delivers ESG performance insights that help evaluate long-term risk exposure.
ESG Data Unifier

Unifies impact-related data for stronger risk evaluation and scenario planning.

Legal Counsel

When contract clarity and faster reviews determine your legal efficiency, these agents streamline every review cycle.

Agents include

CLM Contract Scanner

Highlights risky clauses to speed legal review and protect the institution.
CLM Clause Advisor

Recommends suitable clauses based on context to strengthen the contract.
CLM Contract Compare Agent

Identifies version differences quickly to prevent legal disputes and oversights.
CLM Summary Bot

Summarizes contract terms instantly for faster review and clarity

Procurement Manager

If securing safe, compliant vendor partnerships is your priority, these agents simplify every procurement step.

Agents include

CLM Negotiator

Provides negotiation guidance for quicker, safer vendor agreements.
CLM Compliance Guard

Tracks vendor commitments to prevent contract breaches and delays.
CLM Platform Connector Agent

Connects contract workflows to business systems for smooth vendor management.
CLM Contract Flow

Automates contract routing and approvals to shorten procurement timelines.
CLM Report Hub

Provides insights on contract performance to improve procurement decisions.

Operations Manager

When smooth daily operations rely on quick, trusted insights, these agents help you move with confidence.

Agents include

iBEAM Insightly Self-Service Analytics

Gives instant operational insights to support quicker, smarter daily decisions.
Scanflow Asset Identification SDK

Identifies documents or assets quickly to streamline operational workflows.

Finance Controller

If financial accuracy and timely reporting matter to your decisions, these agents keep your numbers clear and dependable.

Agents include

Unicus Financial Data Agent

Extracts financial data automatically to support accurate reporting and planning.
ESG Report Generator

Generates investor-grade ESG reports aligned with financial disclosures.
iBEAM Insightly Self-Service Analytics

Delivers financial dashboards that support faster budgeting and forecasting.

IT Manager

When modernizing legacy systems without disruption is essential, these agents support every stage of the transformation.

Agents include

iBEAM O2PIMS (Oracle→Postgres Migrator)

Moves critical databases smoothly to cost-effective modern platforms.
iBEAM C2J (COBOL→Java Migrator)

Modernizes legacy systems to improve performance and reduce maintenance costs.
iBEAM C2DN (COBOL→.NET Migrator)

Upgrades COBOL systems to .NET for greater speed and flexibility.
iBEAM JCT (Jasper Conversion Tool)

Converts legacy reports to modern formats for easier access and updates.
iBEAM .NET MAUI Migration Tool

Upgrades old applications to modern mobile-ready platforms with minimal effort.

Customer Service Manager

If resolving customer cases faster is key to your service goals, these agents give you the clarity to respond better.

Agents include

Unicus Web Research and Media Agent

Finds customer-related insights to support quicker and smarter resolutions.
CLM Summary Bot

Summarizes case documents to help resolve customer requests faster.
iBEAM Insightly Self-Service Analytics

Provides service performance insights to improve customer experience outcomes.

How we drive transformation through the power of GenAI

Our proprietary agentic approach merges GenAI capability with personalized services for measurable operational transformation.

Discover

Identify compliance gaps and process inefficiencies

Design

Build intelligent GenAI agents for regulatory, risk, and customer processes.

Deploy

Integrate securely across data, contract, and governance systems.

Proven success across financial enterprises

Tailored GenAI agents designed to support every leader in finance.

SmartFin Buyback

Empowering EV Ownership & Financing Through Marketplace ModernizationRead more »

Digital remittance

How OptiSol Digitized Global Money Transfer for a Leading Finance CompanyRead more »

Quality Engineering

Fixing a Broken, Release-Based QE Process to an Integrated QE Framework for a Fintech Product Suite Read more »

Product Consulting

Cloud Engineering

Security Testing

UI/UX (KraftX)

DevOps Automation

Full-Stack Microservices

Agentic Process Automation

Mobile App Development

Quality Engineering

UI/UX Modernization

Application Modernization

Data Modernization

Infrastructure Modernization

Data Engineering

Text Analytics

Enterprise Data Unification

Vision Intelligence

Self-Service Analytics

ODC

GCC

Our Process

GCC Services

Our Success Stories

Enterprise Platform

Microsoft D365

Power Platform

Power Builder

Oracle OCI & Data

Managed Services

Pre-built Agents and Components

ARMS

Workflow Orchestrator

Corporate Registry Agent

PEP/Sanctions Agent

Legal Case Flow Agent

Country/Industry Risk Agent

Financial Data Agent

Web Research and Media Agent

Quality Control

Asset Identification SDK

Industrial Safety Monitoring

Data Unifier

InsightPro

Risk Scanner

Regulation Auditor

Report Generator

Eco Tracker

Contract Scanner

Summary Bot

Platform Connector Agent

Clause Advisor

Contract Flow

Smart Negotiator

Report Hub

Compliance Guard

Contract Compare Agent

iBEAM JCT

iBEAM O2PIMS

iBEAM C2J

iBEAM C2DN

iBEAM .NET MAUI

iBEAM FormLift

iBEAM MiddlewareLift

Insightly Analytics

iBEAM B8

iBEAM B20

Reimagining the finance industry with GenAI power and human insight

We help financial enterprises build trust, compliance, and growth through GenAI capability and personalized services.

Trusted by leading enterprises

Where GenAI fits in your financial ecosystem

From compliance to risk management, and from operations to customer engagement, our agents empower teams across finance. Each function gains measurable value in accuracy, security, and trust.

AI agents built for your people

Tailored GenAI agents designed to support every leader in financial services.

When staying ahead of regulatory change defines your daily responsibility, these agents keep you protected.

Agents include

If making early, accurate risk judgments depends on reliable intelligence, these agents strengthen your analysis.

Agents include

When contract clarity and faster reviews determine your legal efficiency, these agents streamline every review cycle.

Agents include

If securing safe, compliant vendor partnerships is your priority, these agents simplify every procurement step.

Data
Modernization