AI that speaks the language of finance.
From regulatory compliance to portfolio analysis, AI agents that understand financial workflows and deliver insights with the precision your industry demands.
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Built for the demands of financial services
Automate compliance workflows
AI agents monitor regulatory changes, flag compliance issues, and generate audit-ready reports automatically across SEC, FINRA, and global frameworks.
Accelerate risk analysis
Process market data, credit assessments, and portfolio exposures in real-time. Get early warnings on concentration risk and market anomalies.
Streamline client reporting
Generate personalized investment reports, performance summaries, and market updates for each client automatically on any schedule.
Compliance that keeps pace with regulation.
AI agents continuously monitor regulatory updates, map requirements to your policies, and flag potential violations before they become costly problems.
New SEC Rule Detected
Rule 10c-1 requires updates to securities lending disclosure procedures by Q2.
Recommended Actions
- Update disclosure templates
- Notify compliance team
- Schedule policy review
Risk intelligence in real-time.
AI agents analyze market conditions, portfolio exposures, and counterparty risk continuously. Get alerts on emerging risks before they impact your positions.
0.82
Sharpe Ratio
12.4%
VaR (95%)
Tech sector exposure at 42% - exceeds 35% threshold
Client reports that write themselves.
Generate personalized quarterly reports, performance summaries, and market commentaries for every client. Each report tailored to their portfolio and preferences.
Q4 Client Reports
Generated for 847 accounts
AI in Financial
Services:
Complete Guide
Free Download • PDF Guide
AI in Financial Services: A Complete Guide
Learn how leading financial institutions are deploying AI agents while maintaining regulatory compliance. Includes frameworks for risk management, audit trails, and governance best practices.
What's inside:
Created with your financial stack in mind
Connect to all your existing applications seamlessly and securely
Salesforce
SAP
Oracle
Workday
Power BI
Snowflake
Microsoft DynamicsOther resources
ROI in Financial AI
Industry Impact Study
The ROI of AI Automation in Financial Services
Read MoreCompliance
Automation
Playbook
Automating Compliance Without Compromising Control
Read MoreAI Deployment Checklist for Financial Institutions
DownloadKolossus transformed our compliance operations. What used to take a team of 5 analysts a full week now happens automatically. We catch regulatory changes in real-time.
Reese M.
Chief Compliance Officer, Asset Management Firm
Reduction in compliance review time
Faster client report generation
Average annual savings
Risk monitoring coverage
Ready to modernize your financial operations?
See how Kolossus AI agents can automate compliance, accelerate risk analysis, and transform client reporting while maintaining the security and precision your industry demands.