CapeChat

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Agentic AI for financial institutions to automate workflows; plausible B2B tool with saves.

What it does

Cape AI provides agentic AI solutions for financial institutions, focusing on enhancing productivity and efficiency. It offers tools for document encryption, sensitive data redaction, PDF processing, enhanced due diligence, third-party risk management, sales data gathering, customer service improvement, personalized marketing, and compliance automation. The platform leverages fine-tuned LLMs and AI-driven document extraction to transform unstructured data into structured data, enabling better insights and risk mitigation.

Core features

✦Document encryption and sensitive data redaction
✦PDF processing and data validation
✦Automated enhanced due diligence
✦Third-party risk management
✦AI-driven document extraction
✦Personalized marketing campaign automation
✦Audit testing automation

Use cases

→Automating Enhanced Due Diligence (EDD) report generation
→Automating SOC report analysis for Third-Party Risk Management (TPRM)
→Automating new account opening processes
→Streamlining marketing campaigns with personalized content
→Automating audit testing and internal control assessments
→Generating alpha from unstructured data