Agentic Al for
Business Process Operations

AI-Powered Automation for Every User

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PRODUCT

Introducing DirectiveIQ

DirectiveIQ streamlines how banks and trust companies handle client instructions for moving money.

It acts as an intelligent layer between client communications and transaction systems, turning unstructured instructions into structured, ready-to-execute actions.

Ken Hans

The Cape.ai platform enables financial firms to leverage the power of agentic AI to increase reach, insight and efficiencies across their daily operations. 

Ken Hans
Partner, Vice President, Blackstone Technology Group

Adrian Glace

The Bank has capitalized on Cape's platform to streamline client marketing campaign execution, thereby improving operational efficiency through workflow automation. 

Adrian Glace
CTO, Amalgamated Bank

Andrew Schmidtke

With Cape.ai, we have realized significant time and operational cost savings for new account openings. We were able to repurpose an entire team of analysts by leveraging Cape’s powerful AI and PDF processing capabilities in a matter of weeks. The product has far reaching potential value across the Global Holdings enterprise and our strategic Financial Services business partners. 

Andrew Schmidtke
COO, Global

Cape.ai Features

Tangible Business ROI

Integrating structured and unstructured data sources, automating complex manual processes.

DOMAIN EXPERTISE

Built from real world customer use cases including financial risk, operations, compliance and audit teams.

Proven Use Cases
Context-Aware Insights
No-code Platform

CONTROL

Users stay in control of their data, processes and AI.

Data Permissions
Customizable Workflows
Human-in-the-Loop
Continuous Monitoring
Exception Handling

TRANSPARENCY

Fully citable outputs, complete data lineage and auditability.

Source Citations
Data Lineage Tracking
Verification Tools

ORCHESTRATION

Flexible implementation of agentic and deterministic automation.

Hybrid Automation
Dynamic Agent Collaboration
Adaptive Design

Backed by World Class Investors