AI Agents for Finance
Turn your institutional knowledge into intelligent automation. Helix converts your compliance manuals, operational procedures, and internal documentation into AI agents that understand your unique workflows, ensuring faster response times, seamless regulatory adherence, and scalable support across your organization.
Trusted by the world's leading enterprises
Next-Generation Document Intelligence. Purpose-Built for Finance.
Handle everything from complex regulatory compliance to high-volume customer support with ease. Our AI agents optimize each part of your financial processes, and institutions can leverage AI by controlling and monitoring operations seamlessly from a single, integrated platform built from your existing documentation.
Document-Native Intelligence
Agents built directly from your actual policies, procedures, and institutional knowledge with complete data sovereignty.
Pre-Trained Finance AI Agents
Deploy specialized agents trained on financial workflows capable of processing loan documents, compliance reports, and regulatory filings from day one.
Comprehensive Finance Agent Suite
Leverage purpose-built agents spanning credit analysis, wealth management, global markets, investment operations, compliance monitoring, and treasury management functions.
Enterprise Security & Compliance
SOC 2 Type II certified infrastructure with end-to-end encryption and zero-trust architecture ensures bank-level security with built-in GDPR compliance.
"Our 500-page compliance manual became an intelligent agent. Result: 90% faster regulatory interpretation, zero compliance violations in 12 months, and 75% reduction in legal consultation costs."
Sarah Mitchell
Chief Compliance Officer, Regional Banking Group
Regulatory Compliance Automation
Transform compliance manuals into intelligent agents. Achieve 90% faster regulatory interpretation with zero violations and 75% reduction in legal consultation costs.
Customer Onboarding Optimization
Convert account opening procedures into interactive agents. Complete complex applications 60% faster with 95% accuracy rates across all touchpoints.
Risk Assessment Standardization
Automate loan underwriting guidelines with intelligent agents. Process applications 40% faster while maintaining consistent risk standards across all branches.
"We converted our account opening procedures into interactive agents. New account specialists now complete complex applications 60% faster with 95% accuracy rates."
Michael Roberts
Operations Director, Community Credit Union
Scale your Services
and free your team for higher impact work
All-in-one multi-agent platform
A flexible, multi-agent platform built for any use case, across any industry.
Built for business-critical tasks
Built for high-stakes tasks that drive real results, — intelligent automation, not just a bot.
Delivers human-quality work
Powerful, intelligent automation that matches the quality and precision of top human talent.
Works the way you do
Fully customizable workflows to seamlessly match how your business really operates.
Scalable for enterprise
Built to support large-scale operations and grow with your business as your needs evolve.
Active community & faster ROI
Tap into our active community to speed up deployment and start seeing results fast.
Enterprise-Grade AI Agents for Financial Services
Financial data is sensitive, and security is non-negotiable. Our document-powered AI agents extract, verify, and validate information from your institutional documents to generate standardized reports and automated workflows.
Credit & Lending Agents
Credit Analysis Agent extracts financial data from loan applications and generates comprehensive credit assessment reports. Loan Documentation Agent processes agreements and creates standardized loan packages with automated compliance verification.
Wealth Management Agents
Investment Memo and Portfolio Analysis agents process research reports and client statements to create comprehensive investment recommendations and performance reports with risk-return profiles.
Compliance & Risk Agents
Due Diligence and AML Investigation agents review documentation and create standardized reports with risk assessments, regulatory filings, and suspicious activity monitoring.
"Our internal knowledge base became 24/7 support agents. Wealth management advisors now resolve 80% of operational questions instantly without human escalation."
Jennifer Wong
Head of Client Services, Premier Wealth Management
Frequently Asked Questions
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