Automate compliance. Accelerate growth.
From KYC onboarding to audit monitoring, Coworker agents handle the high-stakes, high-volume operational work that defines financial services.
Purpose-built agents for financial services
Every agent is trained on financial services-specific workflows, terminology, and compliance requirements — not generic playbooks.
Onboarding
KYC & Onboarding Agent
Automates identity verification, document collection, risk scoring, and regulatory checks for new client onboarding.
Compliance complexity at the speed of markets
In financial services, accuracy isn't optional — it's existential. Coworker agents are built for the compliance-first, audit-ready workflows your industry demands, with the security and governance controls to match.
Regulatory complexity
Evolving regulations demand constant policy updates and audit-ready documentation.
Slow client onboarding
Manual KYC checks and document collection create friction that costs you deals.
Settlement risk
Manual trade matching and confirmation processes create settlement delays and counterparty risk.
Fraud exposure
High transaction volumes make it impossible for manual review to catch every suspicious pattern.
End-to-end automation for your most critical workflows
Coworker agents don't just assist — they own entire workflows from trigger to resolution, learning and adapting as your processes evolve.
KYC & client onboarding
Automate identity verification, document collection, risk scoring, and regulatory checks.
Continuous audit monitoring
Surface compliance gaps in real time against regulatory requirements before they become findings.
Trade settlement
Automate trade matching, confirmation, and settlement across counterparties.
Fraud monitoring
Real-time transaction monitoring with automated investigation triggers.
Regulatory filing
Prepare, validate, and submit regulatory reports on schedule with full audit trails.
Risk management
Monitor portfolio exposure, concentration risk, and limit utilization in real time.
Agents built for financial services
In financial services, accuracy isn't optional — it's existential. Coworker agents are built for the compliance-first, audit-ready workflows your industry demands, with the security and governance controls to match.
Enterprise-grade security
SOC 2 Type II, end-to-end encryption, and role-based access controls built for regulated industries.
Embedded expert teams
Dedicated teams that understand your industry deploy, tune, and maintain your agents for you.
Deep integrations
Pre-built connectors for the tools your industry relies on, with custom integration support.
Explore other industries
See how Coworker transforms financial services operations
Talk to our team about automating your financial services workflows with purpose-built agents.