NEWWORKThe Enterprise System
for Human and AI Work
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.

Customer 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.

AML 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.