CapeChat

Agentic AI solution tailored for financial institutions to boost productivity and automate critical workflows.

AI Agent AI For Finance AI PDF AI Document Extraction Large Language Models (LLMs)AI Sales AI Customer Service AI Marketing AI Research Tool AI Workflow AI Testing AI Productivity Tools + More

About CapeChat

Cape AI offers advanced agentic AI solutions designed specifically for financial institutions to improve operational efficiency and decision-making. The platform provides tools for secure document encryption, sensitive data redaction, PDF processing, automated enhanced due diligence, third-party risk assessment, sales data collection, customer service enhancements, personalized marketing, and compliance automation. Leveraging fine-tuned large language models and AI-driven data extraction, Cape AI transforms unstructured data into actionable insights, supporting risk management and regulatory compliance.

How to Use

Use Cape AI to automate financial processes such as data extraction from documents, generating enhanced due diligence reports, processing new account applications, optimizing marketing campaigns, and conducting audit tests. The platform can be integrated on-premise or deployed on your preferred cloud environment.

Features

Third-party risk management automation

PDF processing with data validation

AI-powered document extraction

Automated audit testing and control assessments

Personalized marketing campaign automation

Streamlined enhanced due diligence reporting

Secure document encryption and data redaction

Use Cases

Personalized marketing content automation

Extracting insights from unstructured data

Automating SOC report analysis for third-party risk

Generating comprehensive enhanced due diligence reports

Streamlining new account opening procedures

Automating audit testing and internal controls

Best For

Compliance officersAuditorsBank operations teamsFinancial analystsMarketing professionalsRisk managersSales teams

Pros

Handles large data volumes efficiently

Enhances accuracy and reduces errors

Extracts data effectively from unstructured reports

Boosts operational efficiency and productivity

Saves time and costs through automation

Strengthens compliance and risk mitigation

Cons

Initial setup and integration may require effort

Depends on AI accuracy, necessitating human oversight

Potential reliance on the platform for critical processes

Frequently Asked Questions

Find answers to common questions about CapeChat

What is Cape AI?

Cape AI is an agentic platform that automates workflows for financial institutions, improving productivity and compliance.

What are Cape AI’s main features?

Key features include document encryption, sensitive data redaction, PDF processing, automated EDD, third-party risk management, and AI-driven document extraction.

How does Cape AI streamline Enhanced Due Diligence?

Cape AI automates EDD report creation by efficiently gathering, researching, and analyzing data, reducing hours or days to seconds.

How does Cape AI improve Third-Party Risk Management?

It automates SOC report analysis, extracts key data, and coordinates risk assessments, saving analyst hours and enhancing risk evaluation.

Is Cape AI deployable on-premise?

Yes, Cape AI can be deployed on-premise or on your own cloud infrastructure.