More regulations, more audits, fewer people to handle them. Operations teams reconcile across systems that were never designed to talk. Client service teams toggle between 6 platforms to answer one question. KYC takes weeks because nobody can collect docs from 4 systems at once.
Spent on compliance globally every year. Most of that is people manually checking, filing, and reconciling.
Applications in the average large financial institution. Core banking, CRM, compliance, trading, risk, HR.
Average time to onboard a corporate client. Most of it spent chasing documents across systems and departments.
Client calls about a wire transfer. The agent pulls the transaction from core banking, checks the status in the payment system, traces it through the correspondent network, and resolves it. No transferring between departments.
Transaction resolution
Pull the transaction from core banking, check payment status, trace through the network. Full answer, one pass.
Card issue handling
Freeze compromised cards, activate replacements, reset PINs, update limits. Across core banking, fraud, and CRM in one action.
Dispute and chargeback processing
Pull the transaction, gather merchant details, check against dispute rules, file with the network, track resolution.
Account maintenance
Address updates, signatory changes, beneficiary additions. Agent updates across core banking, CRM, and compliance in one action.
ENTERPRISE SEARCH
Relationship managers, compliance officers, and ops teams search across FIS, Salesforce, Actimize, and every internal system in one query. No more toggling between 6 platforms to answer one question.
Cross-system client lookup
Pull client data from core banking, CRM, compliance, and document management in one search. Full 360 view.
Policy & procedure search
Which policy applies to this transaction type? Agent searches across compliance docs, internal memos, and regulatory guidance.
Product & rate lookup
Current rates, product terms, eligibility criteria. Pulled from the source systems, not a stale PDF.
Precedent & case research
How did we handle this before? Search across past cases, decisions, and outcomes in your compliance and legal systems.
Corporate onboarding takes 23 days on average because documents are chased manually, screening runs in a separate system, and account opening requires 4 different teams. Agents collect, verify, screen, and open. Across every system.
Document collection and tracking
Request KYC docs from the client, track what's submitted, chase what's missing. Automated follow-ups until the file is complete.
Identity verify & screening
Run the client through AML screening, sanctions checks, and PEP databases. Flag hits for compliance review. Clear the rest automatically.
Account opening across systems
Create the account in core banking, set up the CRM record, configure online access, provision trading permissions. One workflow, every system.
Ongoing monitoring setup
Configure transaction monitoring thresholds, set review schedules, and link the client to the right compliance policies from day one.
FINANCE & BACK-OFFICE
Agents run daily reconciliation across core banking, trading, and settlement systems. Flag breaks. Match invoices. Close the loop before month-end becomes a fire drill.
Multi-system reconciliation
Match positions, balances, and transactions across core banking, trading, custody, and accounting. Flag breaks automatically.
AP & vendor management
Invoice matching, vendor payments, contract compliance across Workday, Coupa, and vendor portals.
Month-end close acceleration
Pull data from every system, run reconciliation checks, flag exceptions, generate the close package. Days instead of weeks.
Fee and billing validation
Calculate management fees, custody charges, service fees from account data. Validate against contracts. Catch discrepancies.
Agents contact clients on overdue invoices, track payment commitments, update the CRM, notify the finance team, and schedule follow-ups. Across email, phone, and SMS. The back-and-forth that eats your team's day, automated.
Overdue invoice follow-up
Contact the client, confirm the amount, ask for a payment timeline. Log the commitment, schedule the follow-up if they miss it.
Aging report automation
Pull receivables from the ERP, segment by aging bucket, prioritize by amount and risk. Route the highest-impact accounts for action.
Payment commitment tracking
Client says they'll pay Friday. Agent logs the commitment, updates CRM, notifies finance, and checks on Monday if it cleared.
Escalation and AR handoff
After 3 missed commitments, agent escalates with full communication history, payment timeline, and recommended next steps.
Regulatory mapping posture
Which regulators, which reporting requirements, which controls framework. They understand your compliance posture before connecting anything.
Secure read-only connectors
They connect FIS, Actimize, Salesforce, Workday. Read-only first. Context graph builds across core banking, compliance, and ops systems. Your security team reviews every connection.
Controls framework sandbox
Every agent operates within your existing approval chains, access controls, and audit requirements. Sandbox first. Production after compliance review.
Single forward deployed specialist
No $5M project. No 2-year timeline. One FDE, one platform, live in weeks. With full regulatory controls from day one.
Agents that trace wires, screen clients, and reconcile trades need access to your most sensitive data. Rebase runs inside your VPC. Full audit trails on every action. SOX and regulatory compliance built into the architecture.
REBASE DEPLOY • YOUR-VPC
$
rebase init --byoc
>
provisioning in vpc-prod-eu-west-1
✓
control plane installed
✓
data plane bound to your KMS
✓
PHI access controls enforced
$
rebase status
HIPAA-compliant by architecture
Not a BAA bolted on. The architecture enforces PHI controls at every layer. Zero data retention available. All operational components run directly in your own VPC so no PHI ever leaves your boundary.
AWS
AZURE
GCP
ON-PREM
Full audit trail on every agent action
Every wire traced, every client screened, every invoice matched. Logged, append-only, streamable to your SIEM.
SPLUNK
Data Dog
S3
Dual-control on sensitive actions
Agents that freeze accounts, file reports, or update client records require dual approval. Your controls, enforced by the platform.
MAKER CHECKER
4-EYES
Model-agnostic with data masking
Route agents to any model. Sensitive fields masked before hitting the LLM. Swift provider without touching agent logic.
MASKING
BYOK
ROUTING
Sandbox-before-production
Every agent runs in shadow mode first. Your compliance team reviews and promotes to production.
SANDBOX
PROMOTION
SOC 2
BYOC
ZDR
SOX
GLBA
GDPR
PCI-DSS
FAQS
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