Banking
Credit analysis, underwriting, customer operations, financial crime, document review and complex case work — with evidence connected to the underlying information.
Financial Services
Super Intelligence for finance.
Built around human judgment.
Bring financial research, document analysis, coding, customer operations and AI-driven workflows together in one Syntic platform.
Explore how Syntic can support banking, markets, insurance, risk and compliance teams — with source verification and professional oversight.
Institutional workflows Reviewable analysis Human oversight
In practice
See Syntic at work.
Investment analysis Illustrative review
Request
Analyze the proposed acquisition of Meridian using the company financials and comparable-company data. Calculate valuation ranges, identify the primary drivers and risks, and prepare an investment committee summary.
Syntic analysis
Financials
- Historical performance analyzed
- Forecast assumptions reviewed
- Key operating drivers identified
Valuation
- Comparable companies analyzed
- DCF scenarios calculated
- Precedent transactions reviewed
Risk
- Key sensitivities identified
- Downside scenarios evaluated
Output Illustrative review
Illustrative valuation scenarios and investment summary for analyst verification. Figures and sources must be checked against actual data.
Review analysisOpen financial model
Analyst retains control of assumptions and final conclusions
Illustrative example only. Not investment advice, a live client workflow, or evidence of a completed valuation.
Where Syntic helps
Intelligence across
financial services.
Markets & investment
Investment research, financial modeling, portfolio analysis, market intelligence and investment materials prepared from financial and proprietary data.
Risk & compliance
Fraud investigation, AML, KYC, regulatory analysis, risk reporting and audit preparation with traceable reasoning and human review.
Insurance
Underwriting support, claims analysis, policy servicing, document processing and customer operations across complex insurance workflows.
How it works
From financial data
to action.
Syntic can work across documents, financial data, institutional knowledge and connected systems to help teams move from analysis to execution.
- 01UnderstandInterpret the transaction, portfolio, customer, document or request.
- 02AnalyzeWork across financial data, policies and institutional information.
- 03ReasonEvaluate scenarios, requirements, risks and available evidence.
- 04PrepareCreate the analysis, model, report or recommended action.
- 05ApproveRoute decisions requiring professional judgment to the responsible person.
- 06ActCarry out approved steps only where supported integrations and permissions are configured.
People make the decisions. Syntic helps move the work.
Integrations
Connected to your
financial ecosystem.
Explore how Syntic could connect to your institution’s data and systems. Integration availability and access requirements must be confirmed for each deployment.
- Market data
- Financial models
- CRM
- Core banking
- Risk systems
- KYC & AML
- Documents
- Research
- Portfolio systems
- Internal knowledge
Syntic is one unified intelligence experience. These are potential integration categories, not guaranteed native connectors.
Trust
Intelligence you can verify.
Source traceability
Connect financial analysis and outputs to the data, documents and information behind them.
Financial reasoning
Work across quantitative analysis and complex financial information within the same workflow.
Human control
Define where analyst, advisor, risk, compliance or management approval is required.
Audit history
Maintain a record of the information used, analysis performed, approvals made and actions taken.
Security & governance
Built for regulated
financial environments.
Security, privacy and governance requirements vary by institution and jurisdiction. Syntic can be evaluated against your policies and deployment needs.
Confirm available controls, processing locations, contractual terms and applicable regulatory obligations before production use.
Explore security & trust →Institutional review checklist
- Review data processing and model-training terms
- Confirm encryption and hosting arrangements
- Assess role-based access requirements
- Discuss multifactor authentication (SSO is coming soon)
- Define permissions for connected systems
- Keep human approval for consequential actions
- Review audit-log requirements and availability
- Agree on data residency and retention needs
Start with one workflow. Expand across the institution.
Put intelligence to work across your institution.
From financial analysis to operations, Syntic helps teams work across more information, make decisions faster and move complex workflows forward.