Cape: AI-Powered Business Automation for Financial Firms

Cape is an AI platform designed specifically for financial institutions, enabling agentic AI to automate complex manual processes and enhance operational efficiency. Built with a security-first architecture, Cape allows users to create AI agents using natural language, files, and videos, which can connect to data, perform calculations, and integrate with enterprise systems. The platform supports both deterministic and agentic workflows, with features like human-in-the-loop approval, explainability, auditability, and centralized monitoring. Cape is ideal for streamlining operations in loan servicing, risk management, and trust operations, delivering measurable results such as an 80% reduction in manual tasks and a 4x acceleration in SOC report analysis.

Key Features:

• Agentic AI Agents: Create AI agents that perform tasks using natural language, files, and videos.
• No-Code Platform: Build and deploy agents without coding.
• Context-Aware Insights: Generate insights based on structured and unstructured data.
• Human-in-the-Loop: Include approval steps for critical decisions.
• Data Permissions & Role-Based Access: Control who can access data and agents.
• Customizable Workflows: Tailor agent behavior to specific business needs.
• Source Citations & Data Lineage: Track the origin and flow of data for auditability.
• Verification Tools: Ensure accuracy and reliability of AI outputs.
• Hybrid Automation: Combine deterministic and agentic workflows.
• Dynamic Agent Collaboration: Enable agents to work together on complex tasks.
• Adaptive Design: Agents can learn and improve over time.
• Centralized Console: Monitor all agent activity and data lineage.
• Secure Deployment: Data never leaves the user's environment unless approved.
• BYOA (Bring Your Own Agent): Integrate with existing AI models via MCP and A2A.
• Cape Composer: Automatically generate draft agents from user input.
• Reinforcement Learning: Improve agent performance through feedback.
• Enterprise Integrations: Connect with leading financial data providers and systems.
• 24/7 Automated Processing: Run agents continuously without manual intervention.
• Fine-Grained Access Control: Manage access at the organizational level.
• Audit Log: Track model usage, data flow, and access.
• Authentication Integration: Work with Google Apps, Azure Active Directory, and other systems.
• Concierge Support & Production-Ready Pilots: Get dedicated assistance and proven implementations.

Pricing: Cape offers a tiered pricing model with three main options: Discovery ($100K), Strategic ($240K), and Catalyst (Enterprise, unlimited). The platform is not free but includes a trial or demo option.

Conclusion: Cape is a powerful, secure, and scalable AI platform that transforms business operations in financial firms by automating complex tasks and providing deep insights, all while maintaining strict data privacy and control.