Platform

The execution layer for financial services

Synthex sits above the systems you already run, coordinating work end to end with governance and evidence built in.

The problem

Critical work does not run cleanly across the firm

Firms add tools and automate tasks, but still struggle to run critical work cleanly across the enterprise, absorbing regulatory risk, operational cost, and customer harm.

Work is fragmented across teams, systems, and external parties.

No single place to see what is happening, who owns it, or what comes next.

Systems of record store data; they don't run or enforce process.

Work stalls between functions, ownership is unclear, issues surface too late.

Workflow tools automate steps, but don't manage long-lived, stateful work.

Progress is opaque, handovers break, risk accumulates.

Controls and assurance are after-the-fact, not built into execution.

Audit evidence is manual, expensive, and often incomplete. Teams reconstruct what happened instead of proving it by default.

How it works

End-to-end execution, evidenced by default

Wherever work happens (meetings, documents, emails, long-running processes) Synthex coordinates across your teams and the systems they already use.

Your Teams

Front-officeAdvisers, Relationship Managers, Mortgage Advisers
OperationsTransfers, onboarding, processing
Compliance & RiskOfficers, QA teams, Supervisors
Investment & ResearchAnalysts, Fund Managers, Investment Committee
Synthex Orchestration LayerPolicy, approvals, and audit controls applied by default.
CaptureMeetings, docs, emails, calls
CoordinateMulti-stage processes, handovers, AI supervision
GovernPolicy, approvals, controls applied by default
GenerateEvidence-linked outputs, audit-ready by default

Evidence by Default

Documents & reportsSuitability reports, fact sheets, onboarding packs. Every claim source-linked.
Research & briefingsMeeting prep, comparative analysis, synthesised across documents and data.
Structured recordsExtracted fields, classifications, transcripts, decisions. Synced to your systems.
Audit trailEvery action evidenced, every approval recorded. Immutable.

Capabilities

Your teams, supercharged. Your firm's execution, in your hands.

Every team works faster, every process runs cleaner, and nothing falls through without a record.

Collaborate with AI
Capture Every Detail
Automate Complex Processes
Surface What Matters
Draft in Seconds
Govern Your Spreadsheets
Search Firm-Wide Knowledge
Orchestrate Email-Driven Work
Turn Meetings into Execution

Ask in plain language. Get a structured answer, with every source cited.

01/09

Collaborate with AI

AI assistants embedded in daily operations. Query client records, portfolios, and documents in plain language. Generate reports and initiate governed processes.

Assistants are configured with your firm's terminology, compliance requirements, and standards. They initiate processes, run workflows, and generate documents within the platform's governance framework.

Summarise the last three meetings with this client and highlight changes to their risk profile.

Every document parsed. Every field extracted. Nothing re-entered by hand.

02/09

Capture Every Detail

Automatically extract and structure data from documents, calls, and emails as work happens.

Synthex handles complex financial documents: pension transfer values, fund performance tables, cost-and-charges schedules, multi-page regulatory disclosures. Extracted data feeds directly into reports, processes, and compliance checks.

A 12-page LOA response parsed in seconds. Client details, policy numbers, fund values, and contribution history extracted and structured.

Weeks of multi-party work, running itself. A human in the loop at every gate.

03/09

Automate Complex Processes

End-to-end process orchestration with built-in compliance and controls. Multi-stage workflows coordinate AI actions, document processing, human decisions, and external communications across days or weeks.

An autonomous supervisor manages the lifecycle: collecting documents, extracting data, generating outputs, requesting approvals, and producing the final audit pack.

A five-stage retirement fund transfer orchestrated over three weeks. Every email approved by a human. Complete audit pack generated at closure.

Risks surface the day they appear. Not at the next quarterly review.

04/09

Surface What Matters

Continuously identify risks, exceptions, and opportunities. Flag drift, compliance gaps, and material changes as they emerge, not during quarterly reviews.

Three client reviews flagged the same day for a mismatch between risk tolerance and portfolio allocation. Remediated immediately.

A compliant, evidence-linked report. Ready before the adviser's next meeting.

05/09

Draft in Seconds

Generate suitability reports, client communications, and compliance documentation from structured data. Every output links to source evidence.

Outputs are personalised to the specific client, fund, or situation, drawing on the firm's own standards and the applicable regulatory framework.

Fact-find uploaded. 15 minutes later: a fully personalised suitability report compliant with COBS 9A, every recommendation linked to source evidence.

Fifteen formats from fifteen managers. Reconciled before they reach a client report.

06/09

Govern Your Spreadsheets

AI validates, reconciles, and transforms spreadsheet data. Catch anomalies, enforce business rules, and eliminate copy-paste errors at scale.

Monthly performance data from 15 fund managers in 15 different Excel formats. Ingested, validated, and reconciled. Three inconsistencies flagged before they reached client reports.

A regulatory question answered in seconds, with a direct link to the source policy.

07/09

Search Firm-Wide Knowledge

Intelligent search across policies, client files, research, and internal knowledge bases. Meaning-based, not keyword-based.

Knowledge bases are maintained centrally. When new regulatory guidance is added, it is immediately available to every assistant and process.

Does our investment policy allow alternative investments for moderate-risk clients? Answer in seconds, with a direct link to the source document.

Every email classified, matched, and routed. Before anyone opens their inbox.

08/09

Orchestrate Email-Driven Work

Incoming emails classified, requests extracted, responses drafted, and routed to the correct process. Nothing sent without human approval.

150 emails per day. Transfer requests routed to the transfer process. Provider updates matched to existing cases. Client queries assigned with a draft response. 3x throughput, same headcount.

The meeting ends. The notes, actions, and CRM update are already done.

09/09

Turn Meetings into Execution

Meetings recorded, transcribed, and structured into actionable outputs: key decisions, action items, client requests, and follow-up tasks. Full transcript retained as evidence.

45-minute client review. Structured summary ready by the time the adviser returns to their desk. 12 minutes to CRM sync.

Features

Everything the platform gives you

Synthex is layered. Teams interact at the surface; the work happens deeper. Step through what each layer does.

AI Assistants
Document Intelligence
Meeting Intelligence
Email Integration
Workflow Automation
Governed Processes
Document Generation
Knowledge Base
Web Research
Spreadsheet Analysis
Dynamic User Interface
Usage Analytics

Talk to your firm's data and processes in plain language.

01/12

AI Assistants

  • Conversational interface for natural-language interaction with firm data and processes
  • Configured with your firm's terminology, standards, and compliance requirements
  • Can initiate workflows, process documents, analyse spreadsheets, and query knowledge bases
  • Multi-model support: choose models based on task requirements
  • Full conversation history with search
  • Real-time streaming responses

Turn any document into structured, source-linked data.

02/12

Document Intelligence

Turns any document (PDFs, Word, Excel, CSV, images) into structured, schema-defined data, with every extracted value traceable back to its source.

  • Multi-format: PDF, Word, Excel, CSV, images
  • AI-powered structured data extraction
  • Enterprise-grade document parsing for complex layouts and tables
  • Schema-driven: define exactly what to extract
  • Batch processing: hundreds of documents per run
  • Evidence linking: every extracted value traces to source

Every call recorded, transcribed, and turned into decisions and actions.

03/12

Meeting Intelligence

  • Works with Teams, Zoom, Google Meet, and any video call platform
  • Automated recording via calendar integration
  • Full speech-to-text transcription with speaker identification
  • Structured outputs: decisions, action items, client requests, follow-ups
  • Video playback alongside transcripts
  • Outputs feed directly into downstream processes and CRM

Inbox traffic classified, matched to cases, and queued for response.

04/12

Email Integration

  • Microsoft 365 inbox synchronisation
  • AI-powered classification by type and urgency
  • Entity extraction: client names, reference numbers, request types
  • Auto-matching of incoming emails to active processes and cases
  • Response drafting with human approval before sending

Compose multi-step work from 17+ primitives, version it, run it on schedule.

05/12

Workflow Automation

A visual builder where you compose multi-step work from 17+ processing primitives, version it like code, and run it on a schedule or on demand.

  • Visual workflow builder: design by connecting processing steps
  • 17+ step types: document parsing, data extraction, code execution, spreadsheet analysis, email, web research, knowledge base queries, forms, views
  • Composable: nest workflows within workflows
  • Version control with draft/publish lifecycle
  • Asynchronous execution with real-time progress
  • Batch processing and scheduled execution (daily, weekly, monthly, custom)

Multi-stage processes with approval gates and a full audit trail.

06/12

Governed Processes

  • Multi-stage process design with requirements and approval gates
  • Requirement types: goals, workflow gates, user inputs, soft approvals, hard human-approval gates
  • Autonomous AI supervisor manages the lifecycle
  • Human-in-the-loop for critical decisions
  • Full audit trail: every decision, action, and approval recorded
  • Multi-day orchestration with persistent state

Branded PDFs and Word docs where every claim links to its source.

07/12

Document Generation

  • PDF reports with custom layouts, charts, and tables
  • Word documents from configurable templates
  • Evidence linking: every statement links to source data
  • Per-client branding (logos, colours, headers)
  • Multi-section reports with narrative, data tables, and appendices

Your firm's policies and research, semantically searchable and always current.

08/12

Knowledge Base

A central, semantically searchable library of your firm's policies, research, and reference material, kept current automatically and wired straight into assistants and workflows.

  • Centralised knowledge repository for policies, research, and reference material
  • Semantic search: meaning-based, not keyword-based
  • Multiple sources: internal uploads, OneDrive, public URLs
  • Automatic indexing of new documents
  • Version control with draft/publish lifecycle
  • Directly accessible to AI assistants and workflows

Automated external research, source-attributed and structured.

09/12

Web Research

  • Automated internet research integrated into workflows
  • Source attribution for every finding
  • Structured, actionable output
  • Configurable scope and focus areas

Extract, validate, and reconcile across complex multi-sheet workbooks.

10/12

Spreadsheet Analysis

  • AI-powered extraction, validation, and transformation
  • Complex format handling: multi-sheet workbooks, varying layouts
  • Anomaly detection and business rule enforcement
  • Cross-source reconciliation

A purpose-built surface for every workflow, no front-end work required.

11/12

Dynamic User Interface

Every workflow gets its own purpose-built surface with configurable views, validated forms, embedded documents, and live charts, without any custom front-end work.

  • Configurable views and forms for workflow outputs
  • Interactive data entry with validation
  • Charts: bar, pie, gauge, data tables
  • File and document viewing embedded in interface

See how the platform is actually used, by team and by workflow.

12/12

Usage Analytics

  • Activity metrics: workflow executions, assistant usage, document volumes
  • Feedback tracking on AI outputs
  • Exportable reports for management
  • Filter by team, project, time period

The stack

Layered by design

Capture, coordinate, govern, generate. Every layer running inside a subscription dedicated to you.

Dedicated Azure subscription per customer
CaptureBring work into the platform at the source
Meetings
Email
Documents
Spreadsheets
Knowledge Base
Web Research
CoordinateMulti-stage processes, AI-supervised, human-in-the-loop
Assistants
Workflows
Governed Processes
AI Supervisor
GovernPolicy, approvals, and oversight applied by default
Policy & Approvals
Audit Trail
Observability
Access Control
GenerateEvidence-linked outputs, audit-ready
Document Generation
Reports & Dashboards
Dynamic UI

See Synthex in your firm

Book a walkthrough with our team, or see how we secure and isolate every deployment.

Book a demoSecurity & compliance