Profile, a leading global financial solutions provider, has announced a major upgrade to its AI.Adaptive solution, introducing advanced agentic capabilities that redefine intelligent automation and transform how financial institutions and organisations operate, requiring minimal human intervention for proper execution of operations.
The enhanced solution delivers a modular suite of AI-powered services, including Document Intelligence, Compliance Checker, Eligibility Checker, Transcription Tool, VaultRAG, and Text-to-Action. These services streamline operations, strengthen compliance, and enhance customer experience within a secure, scalable infrastructure. Built with bank-grade security, AI.Adaptive ensures robust protection across all modules.
AI.Adaptive operates as a standalone solution or as part of Profile's fintech product suite including: Axia, Finuevo, Acumen.plus, Centevo, RiskAvert and RegiStar.
Its capabilities extend across banking, investment management, and a wide range of industries such as insurance, accounting, telecommunications, utilities, energy, healthcare, education, justice, transportation and mission-critical defence applications.
The upgrade introduces Agentic AI, enabling autonomous orchestration of workflows, real-time insights, and proactive decision-making. The four distinct categories and their corresponding modules within the AI.Adaptive solution include the following:
- Data and Document Processing
These modules automate and enhance the way financial data is captured, processed, and interpreted. - Document Intelligence
Automates document processing (such as statements, invoices, and tax documents) by extracting key data. - VaultRAG
Turns repositories into intelligent knowledge bases using retrieval-augmented generation for natural language queries. - Transcription Tool
Converts audio to text with financial term recognition. Future updates add meeting insights and analytics. - Decision Support and Client Engagement
Modules that drive smarter decisions and deeper client relationships through AI-powered insights. - Next Best Action Engine
Suggests product opportunities, risk alerts, and portfolio adjustments based on client behaviour and market trends. - Meeting Preparation Assistant
Prepares agendas and synthesises client histories for more meaningful interactions. - AI-Driven Insights and Explanations
Delivers human-readable portfolio summaries and KPI interpretations (e.g., IRR, Sharpe), highlighting trends and risks. - Investment LLM Evaluation
Provides a pathway to assess and integrate domain-specific models for advanced analytics and decision support. - Customer Assistant
Enables end-user interaction through digital channels for enquiries and actions, replacing phone support. - Compliance and Eligibility Automation
Tools that ensure regulatory alignment and transparent decision-making. - Compliance Checker
Detects regulatory issues (e.g., DORA, GDPR, MiFID II) in contracts and documents with third parties, providing actionable suggestions and annotated revisions. - Eligibility Checker
Combines rule-based logic and machine learning for transparent, explainable loan decisions. - Natural Language Interfaces and Workflow Automation
Modules that simplify operations through intuitive, language-based commands and assistance. - Text-to-Action
Executes SQL databases and API operations via natural language commands for faster workflows. - Natural Language Action Execution
Let users perform tasks with plain commands (e.g., “buy 100 shares of company X”), streamlining processes. - User Assistant Chatbot
Real-time help trained on manuals and configuration guides, reducing support dependency and speeding onboarding.
AI.Adaptive also delivers key benefits that enhance responsiveness, automation, and situational clarity. It will provide real-time operational awareness by offering a unified view of data across systems, enabling teams to act swiftly and with confidence. Through adaptive recognition and response, the solution will detect patterns or anomalies and will initiate intelligent, automated actions to address them proactively. Additionally, autonomous tasking and decision-making capabilities will allow the system to prioritise and execute tasks without manual input, improving speed, accuracy, and overall agility.
AI.Adaptive is available and can be tailored to meet the specific needs of financial institutions and organisations across multiple industries. Profile continues to support its clients through live demonstrations and case studies, making it easier to adopt the solution and highlighting its practical benefits. Beyond the immediate outcomes, this upgrade also lays the foundation for Profile’s broader vision regarding the AI Agentic platform: a compliance-grade marketplace of digital employees, designed to meet the complex requirements of the financial industry and scalable to other industries where governance, security, and automation are critical.
About Profile
Founded in 1990, Profile is a specialised software solutions provider with offices in key financial centres and a presence in more than 50 countries across Europe, the Middle East, Asia, Americas, and Africa, delivering market-proven solutions to the Investment Management and Banking industries. Profile is recognised as an established and trusted partner by international industry specific advisory firms. Profile’s solutions enable organisations to align their business and IT strategies, whilst providing the necessary business agility to proactively respond to the ever-changing market conditions.
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