AI-Driven Solutions for Financial Services
From generating alpha to enhancing the customer experience, FinServ leaders partner with us to streamline their operations and make smarter decisions.
Innovative Operations Solutions for Financial Services
A few of the most requested use cases from Invisible.
1
Research and Due Diligence
Organize and analyze data, extract summaries, sanitize data, perform advanced queries, provide insight alerts, take actions with AI insights using Retrieval Augmented Generation (RAG), and conduct forecasting and reporting.
2
Client and Merchant Onboarding
Streamline acquisition, process applications, validate data, evaluate credit, conduct compliance checks, set up accounts, and provide communications and training.
3
Servicing
Provide multi-channel support, handle inquiries and account management, resolve disputes and fraud, offer product information, educate customers, and conduct compliance and audits.
4
Transaction Processing
Manage reconciliations, process exceptions, maintain records, resolve fraud and disputes, manage intermediaries, and oversee HR, Supply Chain Management (SCM), and Finance & Accounting (F&A).
5
AI Enablement
Assess your readiness for AI, develop a strategic roadmap, and execute your AI initiatives with expert support. Transform call data into actionable insights and enhance customer interactions with our comprehensive AI solutions.
A Secret Recipe We’re Willing to Share
What happens when you combine AI, automation, and a global operations team? Financial services excellence. Amplified by generative AI and hundreds of integrations, Invisible blends human intuition with automation-driven efficiency to outrun AML, successfully monitor risk, and deliver a seamless customer experience.
Challenges Facing Financial Services
AI has transformative potential for FinServ, but it must be paired with human oversight to mitigate risk.
1
AI Must Be Transparent and Explainable
Integrating AI into FinOps processes increases the volume and sensitivity of financial data and raises complex data security concerns especially within legacy, uncoordinated systems.
2
Regulatory Compliance Complicates Innovation
Adapting to the latest technologies while complying with rigorous and evolving financial regulations restricts operational flexibility.
3
Balancing Automation with Human Oversight
Achieving the optimal balance between automated systems and human judgment complicates essential processes, especially in managing the accuracy of outcomes.
4
Precision in Client Experience
Introducing AI in client interactions demands an error-free experience, requiring specialized and continuously monitored AI.
Drive Innovation and Minimize Risk
Turn complex financial challenges into a competitive advantage with access to innovative tech solutions that combine seamlessly with reliable human oversight.
Decrease Risk and Increase Compliance
Minimize financial risks and ensure regulatory compliance with our AI-assisted solutions that adapt to evolving regulations and sophisticated fraud detection requirements.
Enhance Data Integrity and Analysis
Make more informed decisions with AI-human collaboration that powers insights into real-time financial analytics and ensures the highest standards of data accuracy and governance.
Minimum Input, Maximum FinOps Efficiency
Harmonize AI efficiencies and qualified human expertise to make your most complex processes faster and more reliable.
Know Your Customer
Enhance compliance and reduce false positives. AI-driven KYC and AML solutions streamline identity verification and risk assessment, and support transaction monitoring, all backed by human oversight.
Reporting and Due Diligence
Automate the structure, cleansing, and annotation of financial data and speed up report generation without bogging down your specialists through fine-tuned, task-specific generative AI.
Investment Memo Generation
Reduce all-nighters spent collecting and reviewing data, and make faster, smarter investment decisions with investment memos powered by Retrieval Augmented Generation (RAG).
GenAI for Customer Experience
Engage every opportunity, beyond answering simple queries. Fine-tuned AI, trained by finance experts, provides personalized financial advice.
Why Financial Services Leaders Trust Invisible
We're helping industry leaders capture opportunities for efficiency and scale.
We’re Committed to Responsible AI
Our goal is to transform our clients’ goals into reality through responsible and aligned AI development. To ensure we uphold the highest standards of ethical innovation, we stand behind these practices for responsible AI.
See the Full Policy1
Accountability and Responsibility
Ensure clear accountability and responsibility in AI development and outcomes, in keeping with client goals. Combine rigorous internal policies for model application and training with collaboration on safety and potential harms to secure higher quality data, ensure trainer safety, and manage complex challenges effectively.
2
Ethical Use and Integrity
Develop and use AI applications in a manner that respects human rights, promoting the welfare of all individuals and a safe working environment. This includes the ethical sourcing and enrichment of data used to develop AI systems.
3
Transparency and Explainability
Maintain transparency through our AI practices and policies to improve and apply AI systems. Emphasize the careful management of high-quality inputs to align model outputs with an intended or assumed goal.
4
Fairness and Non-Discrimination
Assist clients in achieving their goals, while giving careful consideration to avoid mistreatment or discrimination.
5
Responsible Partnership
Work with partners committed to responsible AI and human wellness, seeking those with a shared dedication to monitoring and evaluating AI applications while collaboratively adapting to challenges as they arise.
6
Privacy and Data Protection
Ensure high standards of data privacy and security, so that data utilized is collected, stored, and processed with the consent of all parties and in accordance with all relevant legal requirements.
7
Safety and Reliability
Prioritize the safety and reliability of AI systems throughout their lifecycle, ensuring they perform as intended and are free from known vulnerabilities. Based on client objectives, implement practices that ensure safety for our trainers and maintain reliability through consistent, data-driven methods.
8
Collaboration and Engagement
Collaborate actively with a diverse range of stakeholders to gather perspectives on ethical AI development and deployment. Aim to advance these principles together, aligning with partner goals for better understanding and cooperation.
9
Continuous Learning and Improvement
Foster a culture of continuous improvement and ethical innovation by encouraging an environment where sharing, learning, feedback, and the latest advancements in AI ethics are integrated into all aspects of our work.
10
Training and Awareness
Provide training for all workers involved in the AI lifecycle on ethical AI principles, the responsible use of AI technologies, and the importance of following these guidelines. Training is regularly updated to reflect current ethical standards and practices.
11
Culture of Compliance
Encourage a culture of openness where ethical considerations are discussed and there are clear processes to report issues.
Data Safety Shouldn’t Be Your Problem
We provide enterprise-grade data security, privacy, and compliance so you can focus on the bigger fish.
What We Have to Say
Stay up to date with industry insights from our experts.
Innovation You Can Bank On
Leverage transformative technology solutions backed by human oversight.
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