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Built for Financial Services

AI Teammates for Financial Services Operations

Accelerate transaction processing, reduce compliance risk, and cut operational costs across payments, reconciliation, and customer operations.

Start 30-Day PilotSee Financial Services AI Teammates
Trusted by finance & operations leaders at:
Fintech UnicornsRegional BanksPayment ProcessorsWealth Management Firms

Your AI Financial Services Team

Deploy specialized AI teammates that handle high-volume, compliance-sensitive financial operations. Each teammate integrates with your existing systems and scales instantly.

Payments Processing & Reconciliation

Automates payment validation, matching, exception handling, and daily reconciliation across multiple payment rails and systems.

30 days to pilot

Automates payment validation, matching, exception handling, and daily reconciliation across multiple payment rails and systems.

KPIs Improved
Processing speed
75% faster
Manual exceptions
−60%
Same-day close rate
98%
Systems Integrated
FIS / Fiserv / Jack Henry Stripe / Adyen / Checkout ACH & Wire Platforms NetSuite / SAP / Oracle Email / SFTP / APIs
Deployment
30 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
KYC & Customer Onboarding

Handles identity verification, document collection, AML screening, and compliance checks to accelerate customer onboarding while maintaining regulatory standards.

45 days to pilot

Handles identity verification, document collection, AML screening, and compliance checks to accelerate customer onboarding while maintaining regulatory standards.

KPIs Improved
Onboarding time
−70%
Compliance accuracy
99.5%
Customer drop-off
−45%
Systems Integrated
Jumio / Onfido / Trulioo ComplyAdvantage / Chainalysis Salesforce / HubSpot Core Banking Platforms Document Management
Deployment
45 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
Transaction Monitoring & Fraud Detection

Continuously monitors transactions for suspicious activity, flags anomalies, investigates alerts, and generates SARs with full audit trails.

60 days to pilot

Continuously monitors transactions for suspicious activity, flags anomalies, investigates alerts, and generates SARs with full audit trails.

KPIs Improved
False positive rate
−55%
Alert resolution time
80% faster
Detection accuracy
97%
Systems Integrated
NICE Actimize / Feedzai Core Banking Platforms Case Management Tools Regulatory Reporting Data Warehouses
Deployment
60 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
Account Servicing & Support

Manages account inquiries, statement requests, transaction disputes, and routine account changes through automated workflows and intelligent routing.

35 days to pilot

Manages account inquiries, statement requests, transaction disputes, and routine account changes through automated workflows and intelligent routing.

KPIs Improved
Response time
−65%
Self-service resolution
75%
Customer satisfaction
4.8/5
Systems Integrated
Core Banking Platforms Zendesk / Salesforce Service Email & Messaging Document Generation Knowledge Management
Deployment
35 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
Loan Operations & Servicing

Handles loan application processing, document verification, payment tracking, and collections workflows with full compliance and audit trails.

50 days to pilot

Handles loan application processing, document verification, payment tracking, and collections workflows with full compliance and audit trails.

KPIs Improved
Processing time
−60%
Document accuracy
99.1%
Collections contact rate
+40%
Systems Integrated
Encompass / Blend Experian / TransUnion / Equifax Loan Servicing Platforms Collections Management DocuSign / E-Signature
Deployment
50 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate

Why This Beats BPO & Offshore Vendors

A side-by-side look at what changes when AI replaces outsourced financial operations.

Traditional BPO / Offshore
SphereIQ AI Teammates
Cost
$35–65/hr per FTE. Billed in advance. Annual contracts with minimum commitments.
Flat subscription. No per-transaction fees. Cancel anytime. ROI visible in 30 days.
Speed
3–6 month ramp. Knowledge transfer delays. Shift handoffs slow resolution.
30–60 day pilots. Works 24/7 with no handoffs. Instant scale during volume spikes.
Scalability
Hiring lags demand by weeks. Costs increase linearly with volume.
Instant capacity. Handle 10x volume spikes without adding headcount or delays.
Auditability
Manual logs. Inconsistent documentation. Hard to trace decisions or errors.
Every action logged. Full audit trail. Explainable decisions for compliance & regulators.
Knowledge Retention
Lost during turnover (30–50% annual attrition). Tribal knowledge disappears.
Zero attrition. Learns continuously. Every case improves future performance.
Data Security
Offshore access. Screen monitoring. VPN risks. Compliance gaps in multi-vendor setups.
SOC 2 Type II. Data never leaves your region. Role-based access. Full encryption.
Limited Availability

30-Day Financial Ops AI Pilot

Deploy one AI teammate on real production data. See measurable results before committing.

Start a 30-Day Pilot

Fixed Scope

One AI teammate, one workflow, clear boundaries. No scope creep.

Fixed Price

Transparent pricing with no hidden fees or surprise overages.

Clear Success Metrics

Pre-defined KPIs with weekly dashboards so you see ROI from day one.