Solutions
Banking and financial services
Agentic recon, document extraction, and exception routing for capital markets operations.
The problem we take
Trade, margin, and confirmation breaks still die in inboxes while analysts re-key data between Aladdin, Calypso, and Investran.
SquareML agents extract, match, and investigate breaks, then hand exceptions to people with the evidence attached.
Banking and financial services
What we ship
Derivatives recon
Six-agent coverage of ISDA/CSA extraction, margin calls, confirmations, recon, and regulatory reporting.
Intelligent document processing
Azure OpenAI pipelines extract trade data, verify against systems of record, and route exceptions.
Compliance workflows
Human-in-the-loop controls on every automated decision so operations stay auditable.
Proof
Agentic AI for derivatives recon
Six-agent architecture for a global investment bank covering ISDA/CSA extraction, margin calls, confirmations, recon, and reporting.
End-to-end break investigation automated
Intelligent document processing
Document-first pipeline using Azure OpenAI to extract trade data, verify against Aladdin, Calypso, and Investran, and route exceptions.
Manual verification reduced by 70%+
Connects to
Aladdin, Calypso, Investran, Azure OpenAI, UiPath
Ready to put AI to work?
Book a discovery call. We will map the highest-value workflow and a path to production in weeks.