Financial Services
Review data rooms faster and draft memos with every figure sourced
Pull the daily attribution numbers.
Loaded. Last row 2026-05-26 shows the −23.4 bps decay; rolling SUMPRODUCT in the formula bar.
Context agents run diligence, monitoring, and reporting on your own systems, under each user's own permissions. Sensitive data never leaves your perimeter.
Built for the enterprise
Data control, auditability, predictable cost, and time to value, addressed before anything reaches production.
Your data stays in your environment
Material nonpublic information and client data stay inside your VPC or air-gapped enclave. Nothing is shipped to a vendor cloud to be processed.
Full traceability
Each number an agent produces traces back to its source and the run that produced it, ready for compliance and audit review.
Predictable cost per case
Routine steps run on cheaper models, and the most capable ones are saved for genuinely novel work, so the cost of a diligence pack or a report is one you can forecast.
Fast time to production
Bring a workflow your team runs today and have it live in production within a week, not after a multi-quarter build.
Use cases
Across the deal team, the desk, and the back office.
Due diligence
Assemble diligence packs, surface red flags across filings and data rooms, and draft the memo with every claim cited to its source.
Risk and exposure
Monitor limits, stress positions, and explain the day's moves in plain language for the desk and the risk committee.
Regulatory compliance
Map obligations to controls, check covenants, and keep an auditable trail behind every determination.
Performance attribution
Decompose returns, reconcile against the book, and produce committee-ready attribution on the reporting schedule.
KYC and onboarding
Gather, verify, and file onboarding documents with the checks and exception handling your policy requires.
Client and IC reporting
Turn the quarter's data into client letters and investment-committee briefs in your firm's house voice.
Traceable by default
Every figure is sourced
Each number cites the model cell or filing behind it, so review checks the work instead of rebuilding it.
- Figures carry inline citations to the cell or document they came from.
- Open the source in the same workspace, no hunting across systems.
- The full run is a trace, ready for compliance and audit review.
Faster, cheaper, better
Custom models trained on your work
Your team's accepted outputs become training data for models you own and serve, and they beat general-purpose agents on your specific tasks.
Evals gate every change
Rubrics and golden sets validate every runbook, model, and context change against past work before it ships. Regressions are caught automatically.
Step-level model routing
Each step routes to the cheapest model that clears your rubric. Frontier models handle only the genuinely novel, so cost falls without losing quality.
One platform, four products
Workspace, Engine, Unify, and Evals cover diligence, risk, and reporting end to end, on your infrastructure and under your controls. The platform learns your data dictionary, risk policy, and house style, and applies them to every run.
How it improves over time
Each accepted run makes the next one better. Corrections become the standard the next run is held to, not one-off edits.
Connect your systems
Warehouses, data rooms, and systems of record connect once under your existing permissions.
Agents do the work
Diligence, risk, and reporting runbooks execute inside your perimeter, each step traced and attributable.
Reviewers correct
Analysts accept or correct outputs in the flow of work. Corrections are captured as standards, not lost in email.
The work gets cheaper
Routine work moves to cheaper models that still meet your standard, and models trained on your approved work begin to outperform general ones.
Prebuilt agents for your team
Turnkey agents for Financial Services, integrated with your systems and deployed in days. Each one runs inside your perimeter under your identity and permissions.
Works with your systems
Context connects to the tools this work already lives in, and every connector call inherits the caller's permissions. These are the systems the agents above plug into.
Deployment options
Financial services teams run Context hosted, in their own cloud, fully air-gapped, or on premises. Sensitive data is never moved into someone else's cloud.
Run anywhere
Hosted, in your own cloud account on AWS, Azure, or GCP, fully air-gapped with no outside connection, or on the on-prem appliance. The same platform in every setup.
The data stays yours
Your team's approved work trains models you own. What the system learns about your firm stays inside your environment and never leaves it.
Agents get only the user's access
Agents sign in through your identity provider, like Okta or Azure AD, and get the same access as the person using them, and nothing more.
Every action is logged
Every run is recorded step by step, with who ran it and what it touched. Nothing an agent does is a black box to the team accountable for it.
Talk to us.
Bring a diligence pack, a risk policy, or a reporting cycle. We will show you what Context does with it inside your perimeter.