CYPRIAAI

Solutions · Financial services

AI agents for regulated financial firms.
Banks, investment firms, fund administrators, insurers.

Onboard clients, assemble periodic reports, handle complaints and answer policy questions — on the systems you already run, with client identifiers sealed before anything leaves your network.

5 business cases · use the arrows or swipe

01 / 05For onboarding and compliance teams

Onboard new clients without the back-and-forth

Today

Someone reads every application and re-types the details, and files bounce back over a single missing item.

With CypriaAI

The agent checks each application against your onboarding policy, lists anything missing or inconsistent, and drafts the follow-up to the client.

Files reach a reviewer complete — the first time.

Works with: Client records (read-only), onboarding policy

The ID and passport numbers and IBANs your team types are sealed before they leave your network.

02 / 05For finance and regulatory reporting

Stop rebuilding the same report every period

Today

Each period starts with days of pulling figures, then rewriting last period's commentary around them.

With CypriaAI

The agent assembles the figures from the tables you allow and drafts the commentary in the same structure every time, each number traceable.

A consistent report to review — not rebuild.

Works with: Reporting database (read-only), templates

The account numbers your team types are sealed before they leave your network.

03 / 05For customer care and compliance

Handle complaints faster, and the same way every time

Today

Each complaint is read against policy and history by hand, with deadlines tracked in a spreadsheet.

With CypriaAI

The agent summarises the case against your procedure and the client's history, and drafts a reply with its reasoning.

Quicker, consistent replies — and real exceptions still go to a person.

Works with: Complaints log, complaints procedure

The ID numbers, IBANs, phone numbers and emails your team types are sealed before they leave your network.

04 / 05For all staff and the compliance team

Give every employee a compliance answer on demand

Today

Staff ask compliance the same questions every week — or simply guess.

With CypriaAI

The agent answers from your own manuals and points to the exact section. If the manual doesn't cover it, it hands the question to compliance.

Compliance gets its time back, and nobody improvises.

Works with: Compliance manual, procedures

The client identifiers your team types are sealed before they leave your network.

05 / 05For management and finance

Answer management's data questions on the spot

Today

A question becomes a ticket for the data team, and a figure arrives two weeks later.

With CypriaAI

Just ask. The agent queries only the tables you allow (read-only) and shows how it calculated the answer.

Decisions made on today's numbers, not last month's.

Works with: Management database (read-only)

The account numbers your team types are sealed before they leave your network.

Why it matters here

Every one of these jobs touches regulated data. Agents act with the asking person's own access, stop at a cost ceiling you set, and leave a complete record for internal audit.

How we protect data

Start with the work you choose

Bring us the task nobody wants.
Keep the client data on your side.

Book a pilot callHow we work