Financial firms that put AI to work serve more clients with the same team Advisors, analysts, and credit officers keep every decision
Damco puts AI agents to work on research, reviews, onboarding, and reconciliations. Each agent prepares the work, and your people decide.
Place de l'Europe, Kirchberg, Luxembourg, at night. Photograph by Tristan Schmurr, CC BY 2.0, via Wikimedia Commons, etched by Damco.
We know the problems each kind of financial firm runs into Pick yours to see what we build for it
Built for Agora and Constellation Wealth Advisors
| The problem | What we build |
|---|---|
| Onboarding a new household takes weeks of forms, account transfers, and follow-up calls. | Onboarding that collects, checks, and files the paperwork and chases transfers. |
| Advisors prepare for every review by pulling data from the CRM, the custodian, and the planning tool. | A review pack ready for every meeting. |
| Compliance reviews client communications by sampling, not by reading. | Every communication read against policy, so compliance sees what needs a look. |
Built for Xponance, Aapryl, and Preqin
| The problem | What we build |
|---|---|
| Manager due diligence takes weeks of reading questionnaires and documents. | A diligence agent drafts the review with citations, and the analyst decides. |
| Holdings and performance data arrive in a different format from every manager. | Manager data normalized on arrival, with breaks flagged. |
| RFP and DDQ answers are rebuilt from scratch every time. | Answers drafted from your approved library. |
We built loan scoring for NCR Financial Services
| The problem | What we build |
|---|---|
| A small-business loan sits for days while someone re-keys statements and tax returns. | Statements and returns spread automatically, and the credit officer decides. |
| Account opening asks customers again for documents you already hold. | Account opening that reuses what you know. |
| Exception queues from the core are worked by hand every morning. | Core exceptions triaged overnight. |
Built for Ambit Finvest and thinkmoney
| The problem | What we build |
|---|---|
| Underwriting a file means reading bank statements line by line. | Cash-flow underwriting with every number cited. |
| Collections call the wrong customers at the wrong time. | Collections prioritized by who will pay and when. |
| A new product needs a platform you don’t have, by next quarter. | A lending platform built and run with you. |
Each agent works beside a person who keeps the decision Six agents financial firms put to work first
| Agent | What it does | Works beside | Your person keeps |
|---|---|---|---|
| Diligence agent | Drafts the manager review | Investment analyst | The rating |
| Onboarding agent | Collects and checks paperwork | Operations | Account approval |
| Review prep agent | Assembles the meeting pack | Advisor | The advice |
| Reconciliation agent | Matches positions and transactions | Operations | Breaks |
| Spreading agent | Reads statements into the credit model | Credit officer | The decision |
| Surveillance agent | Reads communications against policy | Chief compliance officer | Escalation |
Six processes that cap how many clients each person serves What each looks like today, with agents, and how we measure it
| Process | Today | With agents | Measured by |
|---|---|---|---|
| Due diligence review | 2–3 weeks per manager | A cited draft in hours | Hours per review |
| Household onboarding | Weeks of forms | Collected and checked | Days to onboard |
| Review preparation | Three systems per meeting | A pack ready | Advisor hours |
| Reconciliation | Matched by hand | Matched on arrival | Breaks per day |
| Loan intake | Re-keyed statements | Spread automatically | Days to decision |
| DDQ and RFP | From scratch | Drafted from the library | Hours per response |
Wealth, asset, and lending firms run on software we built From RIAs and asset managers to lenders and rating agencies
Read the Xponance story2–3 hrsPer manager review at Xponance, down from 2–3 weeks, with 71 reviews in the first three weeks
Pick the process that costs your team most
Five days on one process, such as onboarding, reviews, or loan intake. You keep the map and the business case either way.