For financial services firms
Clear the admin load — without putting client data or compliance at risk.
Keecore AI helps financial services teams handle client admin, compliance follow-up, document chasing and internal Q&A — set up, locked down and audited by an actual Microsoft 365 security firm. Built for an environment where a data slip isn't an inconvenience, it's a breach.
Where your team loses time
- Client documents and information arrive late, incomplete, or across too many channels.
- Staff repeat the same compliance reminders, onboarding requests and document follow-ups.
- Advisers and admin lose hours to file notes, summaries and recurring client questions.
- Audit and record-keeping pressure means nothing can be done loosely.
In financial services, the risk of careless AI isn't a typo — it's exposed client data, a compliance failure, or an audit you can't answer. That's exactly the risk we're built to control.
What Keecore AI does
It sits beside the systems you already use — email, calendar, files, your CRM and core platforms — and handles the busywork. Your team always reviews important work and stays in control.
- Drafts client communications — onboarding requests, document reminders, follow-ups — from your firm's approved language.
- Summarises client email threads and meetings — what's in, what's outstanding, the next action — before staff open the file.
- Prepares compliance and review reminders from approved templates and your internal calendar.
- Answers staff questions from your approved policies, procedures and internal knowledge.
- Keeps a clear record of what it did — audit visibility, not a black box.
Use case examples
Client onboarding & document collection
Polite, on-brand requests and reminders for missing KYC documents, forms or information — chased consistently without manual effort.
Client thread & meeting summaries
What the client has sent, what's still outstanding, and the next action — captured as a clean file note for review.
Compliance reminder drafts
Review dates, renewals and obligations prepared from your approved firm language and surfaced before they're due.
Internal policy & procedure Q&A
Staff find the right approved process or template without interrupting a senior team member — answered only from your sources.
Why "secured by a security MSP" matters here
You operate under real regulatory and privacy obligations. AI done carelessly is a breach waiting to happen. Keecore AI is built and run by a Microsoft 365 security firm:
- Least-privilege by design — the agent only touches what it's explicitly allowed to. Read-only where it should be.
- Human-in-the-loop — it drafts; your team approves and sends. Never auto-sends, never publishes.
- Security pass on every deployment — we review data handling and permissions and get your sign-off before go-live.
- Audit visibility — a clear record of what the agent did, so you can answer the questions a regulator or auditor asks.
"We didn't demo it. We deployed it on our own MSP first."
Book your free AI Readiness & Security Audit →