Streamline financial operations, enhance client advisory services, and improve regulatory compliance with secure, template-based workflows designed for banks, investment firms, and financial institutions.
From community banks to investment management firms
Loans, deposits & banking services
Asset management & advisory
Claims & underwriting
Private banking & planning
Tools designed for financial institutions and regulatory compliance
Track client investments, risk profiles, and financial goals with comprehensive portfolio workflows.
Ensure compliance with financial regulations, AML, KYC, and reporting requirements.
Assess and monitor financial risks with structured risk assessment workflows.
Streamline loan applications, underwriting, and approval processes with automated workflows.
Organize market research, investment analysis, and due diligence processes.
Secure client portals and communication channels for sensitive financial information.
Create comprehensive financial plans and retirement strategies for clients.
Prepare for regulatory audits and internal reviews with comprehensive documentation.
Manage trading workflows, settlement processes, and transaction monitoring.
OpenAI-powered intelligent assistance for financial analysis and market insights.
WebSocket-powered live updates for instant team coordination and market responses.
Multi-tenant architecture with two-factor authentication and financial-grade security.
Join financial institutions using Recoon to improve efficiency and client service