Banking AI Agent Suite
Bank-grade AI that works inside your PDFs, Word, Excel & PowerPoint
Review credit files with pinned comments, QC spreadsheets with EUC guardrails, generate board-ready slides, and draft policies with tracked changes—no conversions, no copy-paste. Built to align with GLBA Safeguards and Model Risk (SR 11-7).
Mirrors your “inside the document” workflows while naming U.S. bank risks explicitly—reducing perceived implementation risk for risk, compliance, and IT partners.
No external training · SOC 2 compliant
AI-annotated PDF reviews for credit files & exams
Highlights and threaded comments stay pinned to the exact page and clause, so credit reviewers, risk teams, and counsel resolve issues inside the PDF viewer.
Flag DSCR, covenant, and policy exceptions with page/line citations.
Dual-pane comparisons for term-sheet vs. credit-agreement deltas.
Exam-pack export bundles comments, attachments, and policy evidence.
Bank-grade Excel QC and reconciliations
Run policy-aligned edit checks, reconciliations, and audit-ready exports inside the workbook—no macros, no rework, no copy-paste.
Rule packs tied to CECL, ALCO, and EUC/SOX control IDs.
Exceptions appear beside cells with severity, owner, and policy refs.
Immutable QC logs support SOX/EUC attestations in seconds.
Board- & regulator-ready decks
Generate ALCO, risk committee, CCAR, and investor decks directly in your templates with citations and approval-ready formatting.
Template intake respects masters, locked placeholders, and palettes.
Auto footnotes tie every figure back to source workbooks or PDFs.
Review workspace governs approvals and locks slides once signed off.
Tracked-change policies & exam responses
Draft policies, procedures, and exam responses with tracked changes and terminology guardrails that align to GLBA, SR 11-7, and internal style guides.
Regulatory templates (Reg E, adverse action, AML) applied automatically.
Terminology guardrails swap in approved lexicon and disclosures.
Version diff digests push straight to document control systems.
Built for Bank Workflows
Keep teams inside native files while layering bank controls and audit evidence
Deploy PDF, Excel, PowerPoint, and Word agents together so credit, risk, finance, and operations teams remove manual copy-paste while satisfying risk, compliance, and IT.
Works inside your documents
PDF comments and Word tracked changes live where reviewers already work; Excel and PowerPoint edits stay in place with templates, formulas, and layouts preserved.
Grounded & traceable outputs
Every note, number, and slide cites its source (page/line, cell/range) for auditability across credit reviews, exam responses, and board materials.
Bank-grade control points
Role-based approvals, version locks, and exportable audit packs align to SR 11-7 expectations around governance, validation, and ongoing monitoring.
Agent Catalog
PDF, Excel, PowerPoint, and Word agents aligned to bank workstreams
Each agent keeps work in its native format with the guardrails credit, risk, compliance, and finance teams expect—so adoption is fast and audit trails stay intact.
PDF Agent (Banking)
AI reviews your PDFs and pins findings to the page, clause, and line—so credit reviewers, compliance, and legal teams resolve issues where they already work.
Flag covenant sweeps, policy exceptions, and missing guarantor language with direct cites.
Compare term sheets against credit agreements to surface covenant and grace-period gaps.
Export exam packs that bundle comment threads, attachments, and evidence links.
Excel Agent (Banking)
Automate QC, reconciliations, and trending across CECL, ALCO, and regulatory workbooks without leaving Excel.
Apply rule packs mapped to CECL, liquidity ladders, and EUC/SOX IDs.
Surface exceptions next to impacted cells with severity, owner, and policy reference.
Freeze immutable QC logs for audit and attestation (SOX/EUC).
PowerPoint Agent (Banking)
Draft board, ALCO, risk, and investor decks directly in your templates with citations and approval-ready formatting.
Template intake honors master slides, placeholders, and palettes.
Auto footnotes tie every figure back to source workbooks and PDF evidence.
Review workspace manages approvals and locks slides once signed off.
Word Agent (Banking)
Draft and revise policies, procedures, and exam responses with tracked changes, regulatory templates, and audit hooks.
Apply Reg E, adverse action, or AML templates with approved snippets.
Terminology guardrails flag risky or prohibited phrases automatically.
Version diff digests push to your document control and exam packs.
Use Cases
Use cases mapped to bank functions and control expectations
Start with the agent that meets today’s need—or orchestrate them together to remove manual reviews while staying exam-ready across the bank.
Commercial Lending
Covenant sweeps, credit memo QA, and redlined term-sheet deltas stay inside your PDFs and Word docs with page-level evidence.
Agents: PDF Agent (Banking), Word Agent (Banking)
Risk & Compliance
Build MRIA/MRA response packs, consolidate BSA/AML case notes, and check sanctions wording with tracked changes and audit evidence.
Agents: PDF Agent (Banking), Word Agent (Banking)
Finance & Treasury
Run CECL workbooks, ALCO/IRRBB decks, and LCR/NSFR reconciliations with Excel and PowerPoint agents that cite every number.
Agents: Excel Agent (Banking), PowerPoint Agent (Banking)
Operations & Customer Communications
Generate Reg E and adverse-action letters, fee-change notices, and playbooks in Word while keeping templates controlled.
Agents: Word Agent (Banking)
Security & Governance
Built for bank controls, audits, and regulator walkthroughs
Each agent inherits your existing controls so sensitive customer data stays protected while delivering AI acceleration your risk and compliance teams can audit.
Private/VPC deployment options with SSO (SAML/OIDC), customer-managed keys, and configurable data retention.
GLBA Safeguards mapping across access controls, encryption, and activity logging—prebuilt evidence packs available.
Model Risk (SR 11-7 / OCC 2011-12) artifacts: usage logs, challenger prompts, validation change history, and governance checkpoints.
Export patterns that support SEC 17a-4 retention requirements for broker-dealers when needed.
SEC 17a-4 recordkeeping patterns available on request.
Ready to accelerate?
See the banking agent platform in action
Schedule a walkthrough of the PDF, Excel, PowerPoint, and Word agents to see how bank teams review credit files, reconcile workbooks, and ship board decks with built-in controls.
No external training · SOC 2 compliant