Financial Services
Reliable AI for finding what your firm knows and automating what it does
Get instant access to all your firm's knowledge with natural language search and grounded answers you can trust. Automate repeatable, rules-driven work while keeping humans in control and maintaining strict data governance.
What Serenity does
Grounded answers across your systems
Ask questions in natural language and get concise answers backed by citations to your internal sources.
- Connects to SharePoint, Confluence, Jira, Salesforce, data rooms, PDFs
- Enforces source permissions and role-based access
- Produces traceable answers you can reuse
Workflow automation, not just Q&A
Turn repeatable work into guided, multi-step workflows that produce drafts and packs in your format.
- Draft memos, diligence packs, onboarding checklists, evidence bundles
- Built-in human review and approvals
- Exports into the tools your teams already use
Governance and control
Consistency at scale
Everyone gets the same answer to the same question, whether they ask via chat, portal, or support channel.
Faster time to answer
Employees and customers spend less time searching, waiting, or interrupting others for routine information.
Confidence and trust
Grounded answers and citations make it easier for teams to rely on AI in real workflows.
Outcomes
Minutes instead of hours for first drafts
Standardized templates across teams
Less back-and-forth and rework
Clear ROI per workflow
Track quality and adoption over time
Scale by repeating what works
The problem
Finance teams are drowning in documents and fragmented systems. The bottleneck is not data, it's the manual stitching: pulling sources, reconciling facts, formatting outputs, and chasing approvals for memos, diligence, onboarding, and compliance evidence.
The shift
The market is moving from chatbots to agentic workflows: gather, extract, cross-check, draft, route for approval. Serenity is built for this model, with controlled execution and humans in charge of the final output.
What Serenity does
Investment and credit
Generate first drafts for IC memos and credit memos by synthesizing approved internal and external sources.
Private markets and asset management
Turn data rooms, research, and internal notes into diligence packs, meeting briefs, and portfolio updates.
Onboarding and operations
Automate checklists, extract required fields, and route exceptions to humans with a clear audit trail.
Risk and compliance
Assemble evidence and draft audit responses with traceability back to source materials.
How it works
Connect and permission
Index what matters and respect who can see what.
- Secure connectors to your systems
- Source-level permissions and RBAC
- Separation by team, client, and matter where needed
Retrieve and execute
Retrieve only the right context, then run multi-step workflows.
- Extraction, comparison, validation, drafting
- Tool calling into approved systems
- Guardrails for sensitive actions
Review and improve
Keep oversight, learn from feedback, and scale safely.
- Human checkpoints and approvals
- Monitoring, evaluations, and audit logs
- Reusable workflow patterns across teams
Built for financial services security and governance
Role-based access and source permissions
Audit logs and traceable outputs
Human-in-the-loop controls
Deployment options aligned to your constraints
Clear boundaries on what agents can do
Governance-ready from day one
Proof points
A practical path from pilot to production
Start with one workflow and one metric, then expand by reuse.
- Pick a high-volume workflow and define success
- Deliver a usable first-draft experience quickly
- Scale by repeating the same pattern across teams