# Unlock Innovation with Custom AI Agents

Our AI Factory is the ultimate resource for innovative solutions tailored to banking, insurance, and private equity challenges.

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**KYC - Source of Wealth**  
The agent streamlines Source of Wealth (SoW) assessments through a standardized, AI-enabled approach tailored for regulated private banking environments.  
[Explore](/content/ai-factory/kyc-sow/index.html)

**Investment Insights Agent**  
Personalizes investment recommendations, dynamic product summaries, macro research, asset allocation recommendations, overall investment rationales.  
[Explore](/content/ai-factory/investment-agent/index.html)

**Due Diligence Agent**  
Suggests potential questions Due Diligence (DD) team members might ask during meetings by analyzing DD documents and comparing the current opportunity with past evaluations.  
[Explore](/content/ai-factory/due-diligence-agent/index.html)

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**Earnings Call**  
Captures, transcribes, and summarizes client meetings directly into the CRM, highlighting key discussion points, decisions, and action items.  
[Explore](/content/ai-factory/earnings-call/index.html)

**SWOT**  
Performs in-depth analysis and investigation across multiple sources to provide a comprehensive overview about a company based on its Strength, Weaknesses, Opportunities and Threats.  
[Explore](/content/ai-factory/swot/index.html)

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**Meeting Insights**  
Captures, transcribes, and summarizes client meetings directly into the CRM, highlighting key discussion points, decisions, and action items.  
[Explore](/content/ai-factory/meeting-insights/index.html)

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**KYC - Account Review**  
Improves the account review process by automatically assessing suitability from both investment and regulatory perspectives.  
[Explore](/content/ai-factory/kyc-client-research/index.html)

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**KYC - Source of Wealth**  
Streamlines the source of wealth assessment by automatically drafting clear, compliant narratives from available client data.  
[Explore](/content/ai-factory/kyc-sow/index.html)

**KYC - Client Onboarding**  
Accelerates the client onboarding process by automatically pre-filling forms, flagging missing documents, and detecting discrepancies in client information.  
[Explore](/content/ai-factory/kyc-client-onboarding/index.html)

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**KYC - Client Research**  
Streamlines client discussion preparation and research by giving relationship managers fast, unified access to client data.  
[Explore](/content/ai-factory/client-research-agent/index.html)

**DORA Agent**  
Extracts all DORA-related information from financial institution operations and drafts a structured overview to help ensure compliance with the Digital Operational Resilience Act (DORA).  
[Explore](/content/ai-factory/dora-agent/index.html)

**Policy Agent**  
Helps search for and compare policy details and allows insurance companies to simplify access to updated product details and specifications.  
[Explore](/content/ai-factory/policy-agent/index.html)

**Consultation Protocol Agent**  
Generates standardized protocols documenting content and results of client consultations.  
[Explore](/content/ai-factory/consultation-protocol-agent/index.html)

**Client Proposal Agent**  
Helps to generate client proposals (emails, documents) based on all available client information.  
[Explore](/content/ai-factory/client-proposal-agent/index.html)

**Research Agent**  
Analyzes and extracts external research sources, including summarization of consensus views, etc.  
[Explore](/content/ai-factory/research-agent/index.html)

**Directives Agent**  
Helps comply with all specific rules, procedures, and regulations associated to any specific transaction.  
[Explore](/content/ai-factory/directives-agent/index.html)

**Document Analysis Agent**  
Allows all employees to analyse, summarize or synthesize a specific document or compare two documents.  
[Explore](/content/ai-factory/document-analysis-agent/index.html)

**RFP/DDQ**  
Helps to complete RFP documents based on other similar RFPs by suggesting suitable answers to RFP questions.  
[Explore](/content/ai-factory/rfp-support-agent/index.html)

**Contract Analysis Agent**  
Analyzes a set of defined contracts (e.g. as requested by regulator) and provides overview of criteria and alerts.  
[Explore](/content/ai-factory/contract-analysis-agent/index.html)