Industry

AI Automation for Financial Services

Financial services run on documentation, reporting, and audit trails. Sightline secures the stack, Mosaic unifies your operational and client data, and Rapport runs the client relationship. You own all three outright, self-hosted or in your own cloud, with unlimited seats.

The reality on the ground

Compliance and reporting overhead has grown steadily across regulated finance, and firms are among the heaviest spenders on regulatory technology. Workflow automation is one of the highest-leverage investments an ops team can make, cutting cost-to-serve when implemented well. For regulated entities the deciding factor is control: owning the systems and hosting them in your own tenant beats renting a stack of subscriptions that each hold a copy of your data.

Common workflows we automate

Where teams in financial services bleed time

Regulatory reporting

Custom systems that pull data from operational sources, format reports to regulator-specific schemas, and generate audit trails automatically. APRA, ASIC, FCA, SEC, wherever your reporting obligations sit.

Client onboarding and KYC

Document collection, identity verification, source-of-funds checks, and ongoing monitoring orchestrated as one workflow. Reduces onboarding time from days to hours while improving audit trail quality.

Internal operations and reconciliation

Trade reconciliation, fee calculations, P&L attribution, and operational reporting. Custom systems built around your fund structure or service model, not a vendor's idea of how finance works.

The products for Financial Services teams

For financial services teams, the products are yours to own. You deploy them in your own cloud or self-host them, run them with unlimited seats, and keep your data on infrastructure you control. One owned system replaces a stack of subscriptions. Book a demo to see the products on your own workflows.

Questions, answered

What people ask before we start

Are these products suitable for regulated entities?

Yes. Sightline, Mosaic, and Rapport run in production for licensed entities in Australia, the UK, and Singapore. They respect the compliance frameworks you operate within (APRA, ASIC, FCA, MAS, SEC where applicable), and because you own and host them, the audit trail and controls stay under your governance.

Where is data hosted?

Wherever you require. The products self-host on your own AWS or Azure tenant within your preferred jurisdiction, or run in your own cloud. Data residency is a core constraint, not an afterthought, and nothing lives in a Thinkiyo cloud.

Is there a per-seat fee as our ops team grows?

No. You own the products and run them with unlimited seats. Compliance, ops, and client teams all use the same owned system at no additional per-user cost.

Tell us what you're trying to run. We'll show you which product fits, or build the one that doesn't exist yet.