Industry
Financial Services
Each FLOW below runs end to end in one system of work, executing and recording the decisions that sit with your teams today. Every one is independently valuable and starts above the systems you already run.
Spend Control Under FINRA and MiFID
Testing every expense, gift, and entertainment against regulated-entity policy before it is approved, with audit-grade evidence attached to each decision.
Read the use caseCustomer Escalation Across Lines of Business
Taking a customer issue that spans retail, wealth, fraud, and compliance and routing it to resolution with the disclosures each regulator requires, without the customer repeating themselves.
Read the use caseAML Alert Investigation
Turning a transaction-monitoring alert into a documented disposition — context gathered, analyst-reviewed, escalated when thresholds trigger, and packaged for a SAR when it is warranted.
Read the use caseCoexistence
How this connects to what you already run.
NEWWORK Connect reads from and writes to the systems that run the bank, including core banking, CRM, finance, case management, and screening tools. Those systems remain your Systems of Record. NEWWORK runs above and between them, which is why a FLOW of this kind can go into production without a migration program standing in front of it.
You can begin with one of these FLOWs, with a Digital Employee owning a single recurring role, with an Enterprise Workplace for one function, or with a complete Business Solution. Any starting point. Any combination. Your way.
Start above your existing systems. Replace selectively when it creates value.
Governed autonomy
Why the record matters as much as the work.
Every FLOW produces one execution record: what happened, in what order, under which policy, by which human or which Digital Task Agent, on what evidence, and with what outcome.
Governed autonomy means the FLOW acts inside limits you set, escalates what it should not decide alone, and leaves a trace of both. The same record answers the examination, the complaint audit, and the SAR review, because it is the record of the work itself rather than a report written about it afterward.
That is what makes work of this kind safe to give to an AI system in an examined, regulated business, where identity, approval, audit trails, and human oversight have to be visible before anything moves into production. The capability is what makes the pilot worth running. The record is what makes it defensible.
AI-native by architecture. Agentic in execution. Autonomous where governed.
Next step
Bring us your requirement set.
The fastest way to judge this is against your own rules. Bring one expense policy, one escalation path, or a sample of alerts, and we will show the FLOW resolving it end to end — including where it stops and asks a human.