The Configurable
‍AI Platform for Financial Institutions

Complete mission critical activities via configurable AI workflows

Covecta completes manual activity for front line teams:

Improve team productivity and performance
Spend more time with your customers
Onboard target customers with a higher conversion rate
More effectively support your customers growth
70%

Today, front line teams spend 70%of time on non-revenue producing activity

Manual activity performed today

Company, fund and industry assessment

Reconciling policies and documents

Creation of memos, proposals and reviews

Covenant testing

Creating challenges for Financial Institutions

High and increasing cost to serve
Constrained front line team coverage at scale
Lack of customised execution
High and increasing cost to serve
Constrained front line team coverage at scale
Lack of customised execution

Put Covecta to work for you

Analyse any document

Ingest any documents in any format, extract customised summarisation and insight

Chat with any document

Natural language conversation with any document, remove manual scroll and search

Seamless policy mapping

Automated mapping of policies and standards.

Collaborate efficiently

Remove the high volume of information requests across teams. Collaborate on documents and use the assistant to access source information directly

Create custom content

Automatically generate content, configured to user preferences and requirements.

Seamless workflows

Connecting users and activities across one platform

Put Covecta to work for you

Fully configurable AI workflows

  • Instant tailored summarisation of company, fund and industry information
  • Automated policy mapping & covenant testing
  • Natural language chat with source documents
  • Multi-team Q&A of content
  • Automated creation of memos, proposals and reviews.

Unlock a new era of front line productivity

100x
Faster task completion
15-25%
Lift in role productivity
50%
Increased time with customers
50%
Accelerated growth rate

About Us

Covecta exists to empower financial institutions to unlock the potential and impact of businesses globally.

The founding team has a track record of delivering innovation and technology throughout the financial services industry.

Throughout their experience they have seen how front line teams are hampered by manual activity that is holding them back from delivering full value to their customers. This constrains growth for Financial Institutions, and more critically impacts businesses and therefore wider society.

In January 2024 they set out to change this. Learn more about their journey here.

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