AI staff for the front line of modern finance
From the trading desk to the back office, Syntic AI Employees draft memos, build models, reconcile books, and answer client questions — under the controls your compliance team already trusts.
- 12 hrs
- saved per analyst, per week, on model upkeep
- 60%
- faster client-memo turnaround
- 100%
- decisions audit-logged end to end
Built for regulated work
Live model maintenance
Pull earnings releases and transcripts, reconcile assumptions, and update DCFs and comps without breaking formatting.
Memos and IC decks
First-draft credit memos, investment recommendations, and committee decks in your firm's house style.
Reconciliation & ops
Match trades, flag breaks, and resolve the routine ones — escalating only what truly needs a human.
Compliant by construction
Policy-aware drafting with red-flag detection, full lineage, and reviewer approval before anything leaves the firm.
Connects to your stack
Bloomberg, FactSet, CapIQ, Snowflake, custom data lakes — Syntic reads what your analysts read.
Private deployment
VPC, on-prem, and tenanted options with no model training on your data.
How teams put it to work
Earnings night
Update the model, summarize the call, draft the client note — ready for the analyst's review before market open.
Credit underwriting
Pull filings, build the spread, generate the memo, and surface covenants that need negotiation.
Wealth client follow-ups
Personalized portfolio commentary and meeting prep for every client, every quarter.
Regulatory filings
Draft and pre-check 10-Q, 10-K, and CCAR sections against the latest guidance.
Capabilities
- SOC 2 Type II, ISO 27001, SOX-aligned
- Customer data never used for training
- SSO, SCIM, fine-grained RBAC
- Region-pinned data residency (US, EU, UK)
- Full audit log of every prompt and output
- Air-gapped on-prem deployment option
Bring AI staff to your desk
Syntic works with banks, asset managers, and hedge funds on pilots scoped to a single workflow. Talk to our finance team to map yours.