AI-Driven Solutions for Financial Services

From generating alpha to enhancing the customer experience, FinServ leaders partner with us to streamline their operations and make smarter decisions.

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Challenges Facing Financial Services

AI has transformative potential for FinServ, but it must be paired with human oversight to mitigate risk.


1

AI Must Be Transparent and Explainable

Integrating AI into FinOps processes increases the volume and sensitivity of financial data and raises complex data security concerns especially within legacy, uncoordinated systems.


2

Regulatory Compliance Complicates Innovation

Adapting to the latest technologies while complying with rigorous and evolving financial regulations restricts operational flexibility.


3

Balancing Automation with Human Oversight

Achieving the optimal balance between automated systems and human judgment complicates essential processes, especially in managing the accuracy of outcomes.


4

Precision in Client Experience

Introducing AI in client interactions demands an error-free experience, requiring specialized and continuously monitored AI.

A Secret Recipe We’re Willing to Share

What happens when you combine AI, automation, and a global operations team? Financial services excellence. Amplified by generative AI and hundreds of integrations, Invisible blends human intuition with automation-driven efficiency to outrun AML, successfully monitor risk, and deliver a seamless customer experience.

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Drive Innovation and Minimize Risk

Turn complex financial challenges into a competitive advantage with access to innovative tech solutions that combine seamlessly with reliable human oversight.

Increase Operational Efficiency

Significantly reduce the time and resources spent on compliance, fraud prevention, data management, and transaction monitoring by streamlining your financial processes with AI-driven solutions enhanced by a team of trained quality analysts.

Minimize financial risks and ensure regulatory compliance with our AI-assisted solutions that adapt to evolving regulations and sophisticated fraud detection requirements.

Make more informed decisions with AI-human collaboration that powers insights into real-time financial analytics and ensures the highest standards of data accuracy and governance.

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Minimum Input, Maximum FinOps Efficiency

Harmonize AI efficiencies and qualified human expertise to make your most complex processes faster and more reliable.

Know Your Customer

Enhance compliance and reduce false positives. AI-driven KYC and AML solutions streamline identity verification and risk assessment, and support transaction monitoring, all backed by human oversight.

Reporting and Due Diligence

Automate the structure, cleansing, and annotation of financial data and speed up report generation without bogging down your specialists through fine-tuned, task-specific generative AI.

Investment Memo Generation

Reduce all-nighters spent collecting and reviewing data, and make faster, smarter investment decisions with investment memos powered by Retrieval Augmented Generation (RAG).

GenAI for Customer Experience

Engage every opportunity, beyond answering simple queries. Fine-tuned AI, trained by finance experts, provides personalized financial advice.

Why Financial Services Leaders Trust Invisible

We're helping industry leaders capture opportunities for efficiency and scale.

Financial Services
Saving Nasdaq 10,000 Developer Hours

Implementing an integration solution that saved Nasdaq thousands of developer hours and supported a product launch.

We’re Committed to Responsible AI

Our goal is to transform our clients’ goals into reality through responsible and aligned AI development. To ensure we uphold the highest standards of ethical innovation, we stand behind these practices for responsible AI.

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1

Accountability and Responsibility

Ensure clear accountability and responsibility in AI development and outcomes, in keeping with client goals. Combine rigorous internal policies for model application and training with collaboration on safety and potential harms to secure higher quality data, ensure trainer safety, and manage complex challenges effectively.


2

Ethical Use and Integrity

Develop and use AI applications in a manner that respects human rights, promoting the welfare of all individuals and a safe working environment. This includes the ethical sourcing and enrichment of data used to develop AI systems.


3

Transparency and Explainability

Maintain transparency through our AI practices and policies to improve and apply AI systems. Emphasize the careful management of high-quality inputs to align model outputs with an intended or assumed goal.


4

Fairness and Non-Discrimination

Assist clients in achieving their goals, while giving careful consideration to avoid mistreatment or discrimination.


5

Responsible Partnership

Work with partners committed to responsible AI and human wellness, seeking those with a shared dedication to monitoring and evaluating AI applications while collaboratively adapting to challenges as they arise.


6

Privacy and Data Protection

Ensure high standards of data privacy and security, so that data utilized is collected, stored, and processed with the consent of all parties and in accordance with all relevant legal requirements.


7

Safety and Reliability

Prioritize the safety and reliability of AI systems throughout their lifecycle, ensuring they perform as intended and are free from known vulnerabilities. Based on client objectives, implement practices that ensure safety for our trainers and maintain reliability through consistent, data-driven methods.


8

Collaboration and Engagement

Collaborate actively with a diverse range of stakeholders to gather perspectives on ethical AI development and deployment. Aim to advance these principles together, aligning with partner goals for better understanding and cooperation.


9

Continuous Learning and Improvement

Foster a culture of continuous improvement and ethical innovation by encouraging an environment where sharing, learning, feedback, and the latest advancements in AI ethics are integrated into all aspects of our work.


10

Training and Awareness

Provide training for all workers involved in the AI lifecycle on ethical AI principles, the responsible use of AI technologies, and the importance of following these guidelines. Training is regularly updated to reflect current ethical standards and practices.


11

Culture of Compliance

Encourage a culture of openness where ethical considerations are discussed and there are clear processes to report issues.

Data Safety Shouldn’t Be Your Problem

We provide enterprise-grade data security, privacy, and compliance so you can focus on the bigger fish.

Security and Compliance
Bulletproof Your Security

We take pride in being SOC 2 TYPE II, GDPR, and HIPAA-compliant so that you don’t have to be. With integrity at the heart of our robust security and compliance guidelines, your customer information and financial datasets are safe with us.

Security and Compliance
Control Your Access

Access should only be granted to the right people. Strict role-based and user-based access protocols will give you confidentiality, trust, and peace of mind.

Security and Compliance
Safeguard What Matters

Compromising on confidentiality isn’t an option. We offer a secure environment for accessing and managing sensitive customer data through Amazon WorkSpaces and a dedicated desktop version of our application.

What We Have to Say

Stay up to date with industry insights from our experts.

FINANCIAL SERVICES
Why Most Financial Services Businesses Won’t Maximize AI Without Outside Help
AI
5 Ways to Avoid Becoming an AI-Induced Corporate Casualty

Innovation You Can Bank On

Leverage transformative technology solutions backed by human oversight.

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Invisible Technologies

The Operations Innovation company.

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