Delivering results for financial institutions

AI Agents summarize new trade prospectuses for compliance review enabling quicker approvals.
Automated the business rules and workflows required by KYC and AML regulations.
Automated rules around cash movements and transactions to reduce risk and ensure compliance.
Manages the operations required by Sarbanes-Oxley (SOX) using process automation and AI Agents.

Transform compliance in financial services

Adapt to changing regulations

Continuously monitor regulatory changes and update internal policies and workflows in real-time to stay compliant.

Manage risk  

Automate data extraction and validation to increase accuracy and reduce operational risk.

Reduce operational costs 

Automate repetitive, high-volume tasks to allocate resources more effectively and lower operational costs.

Simplify reporting 

Automatically log every change to create transparent audit trails for faster compliance audits.

Reporting and compliance automation with Bizagi

Build compliance into every workflow

Design business rules that enforce compliance requirements and automatically flag gaps or missed steps.

AI-powered, audit-ready reporting

Use AI Agents to summarize information from across systems and generate draft board, client, regulatory reports.​

Persona-based access control

Control data access and available actions using personas in Bizagi’s Experience Matrix.

Not only can we ensure that work is done timely and at the highest quality, we can also easily prove to our auditors that there is evidence of review and appropriate attestation through Bizagi’s audit trail.”

Justin Wood

Stone Coast Fund Services