Financial services

Built where every number has to stand up.

Lynctera grew up in banks and asset managers. Its agents reconcile, research, review and draft for financial firms, with every answer cited, every decision on the audit trail, and a person signing off before anything counts.

Prime-broking operation350 emails to reconciliation in 6 minutes.People see only the exceptions.

The work that fills a financial firm's week, with the controls it needs.

  • Operations and reconciliationOperational mail taken from intake to matched positions, with people seeing only the exceptions and the likely cause of each.
  • Research and desk knowledgeYears of research notes answered as one cited view of any company or sector, with every change of view quoted from its source.
  • Sector notes, drafted and checkedA sector note drafted from two years of coverage in 25 checked steps, with the conclusion left to the analyst.
  • Due diligence and questionnairesData rooms reviewed against your own rules, and DDQs and RFPs answered from your past responses.
  • Committee decisionsInvestment, credit and risk committees vote independently on the same pack, and meet only on the disagreements.

Where it helps

  • Asset managers and hedge funds
  • Banks' research and client teams
  • Property and private-market investors
  • Law firms

Controls your risk team will ask about, answered before they ask.

  • Every answer citedEach point links to the note, clause or record it came from, and the AI's judgement is labelled as judgement.
  • A full record of every decisionWho asked, which data was used, what came back, and who signed it off.
  • Your data kept apartHeld in its own database, separate from every other customer. UK data. AI hosted on Microsoft Azure in the EU.
  • SOC 2 Type II completeReport on request through the trust centre. ISO/IEC 42001 programme in progress.

Try it on a sample of your work.

A handful of research notes, a data room, a shared mailbox. We will show you what Lynctera does with it, and why. Then a short fixed-fee pilot.

Try it on a sample of your work