Financial Services
Wealth management, asset management, banking, lending, insurance, all on one governed platform with compliance, audit trails, and AI explainability built into the core.
Banking
Relationships, deposits, treasury, and commercial credit, with BSA/AML, CECL, and exam prep governed and auditable.
Account opening, cash and liquidity management, positive pay, and wire approval workbenches with fraud analytics.
Pipeline, credit, covenants, collateral, and CECL reserves, with covenant-compliance and annual-review dashboards.
Transaction monitoring, SAR tracking, fairness testing, and exam prep, built in, not bolted on.
Budget, draw-request, and payment portals for builders, with lien and inspection tracking.
Lending
The full loan lifecycle, commercial and residential, from deal intake through underwriting, closing, and portfolio monitoring.
Digital applications and deal ingest, document checklists, tax-return extraction, and financial-statement spreading templates.
An approval queue with SLA tracking, configurable decision gates, and an exception board, AI-assisted, human-decided.
Covenant compliance, CECL reserves, CRE stress testing, syndications, and fairness testing across the book.
Mortgage and HELOC pipelines with apply-online flows, appraisals, and a compliance tracker.
Wealth Management
Households, portfolios, goals, and pledged assets, with proposals, billing, a trust portal, and Reg BI compliance.
Household-level views, positions, goal modeling and funding, performance, and rebalancing alerts.
SBLOC monitoring, advance-rate rules, margin-event tracking, and market-stress scenarios.
Guided proposals, investment policy statements, and tiered or AUM-based billing with invoice runs.
Suitability scoring per recommendation, plus a dedicated trust portal for beneficiaries with secure messaging.
Insurance
The full insurance lifecycle across 34+ lines of business, with AI agents for risk assessment, claims, and policy administration.
Quoting, binding, endorsements, renewals, and cancellations across personal, commercial, and specialty lines.
FNOL intake, investigation workflows, adjuster assignment, CAT-event tracking, and settlement.
Risk assessment with AI-powered analysis and configurable rating models.
Branded portal for producers to quote, bind, manage policies, and track commissions and licensing.
Asset Management
Fund administration, investor servicing, and performance reporting, with an LP portal and the same governance as the rest of the book.
NAV, capital calls, distributions, and investor allocations across funds and vehicles.
Branded portal for capital-account statements, K-1s, and secure communications.
Fund- and investor-level performance with attribution and benchmarking.
Regulatory filings, risk reporting, and audit-ready documentation.
M&A
Pipeline, an AI-queryable data room, diligence Q&A, deal economics, and seller and buyer portals, the whole transaction on one platform, with 29 deal agents on the team.
Drop in the documents and let counterparties ask the room questions, answered from the files with citations. NDA gating, passcodes, and expiry.
Separate sell-side and buy-side portals for findings, Q&A, financials, and timeline, outside parties on live deal data, secure by default.
MOIC and IRR modeling, a valuation football field, and comparables, interactive, not a static deck.
Category-routed Q&A with SLA tracking, plus findings and red flags scored by severity and financial impact.
AI for Finance
Not generic chatbots. Purpose-built AI agents that handle the real work of financial services.
Spreads financials, calculates ratios, drafts credit memos, in seconds.
Tax returns, financial statements, identity documents, extracted and verified.
Real-time monitoring for BSA triggers, large transactions, and suspicious patterns.
Every AI-assisted decision documented with inputs, reasoning, and outcome.
Agents that analyze holdings, flag concentration risk, and suggest rebalancing.
Proactive renewal workflows with risk re-evaluation and pricing updates.
Why Finance Trusts Woork
Every record change, every flow execution, every agent action, logged to an immutable, exportable timeline.
Decision traces for every AI action: inputs, reasoning steps, tools invoked, outputs. Examiner-ready.
Multi-tenant with record-level security. Every query scoped to the tenant. No data crosses boundaries.
Enterprise security controls from day one. RBAC, field-level security, encrypted storage. Not an add-on.
Talk to us
Tell us what you're building. We'll show you Woork on your own use case, apps, agents, and integrations, governed by default.
Not a canned demo. We'll stand up your use case on the platform so you can see the real thing.
You'll speak with someone who can actually architect it, forward-deployed, hands on the keys.
See how fast a governed, enterprise-grade app ships, days, not months.
Prefer email? hello@dowoork.com