FCN AI

Embedded AI for the mid-market

AI agents that do real work.

FCN AI designs, builds and runs production AI agents for mid-market financial companies. Fixed fee, on your stack, measured against a live ROI scorecard.

Book a diagnostic See the agents
KYC and client onboarding Running
  1. Subscription pack received from investorPDF · 14 pages
  2. Entity and beneficial owners resolved3 owners · 2 jurisdictions
  3. Screening run and clearedSanctions · PEP · adverse media
  4. Source of funds evidence incompleteRouted to compliance for review
  5. File assembled for approvalAudit trail saved
Eval suite passing ROI scorecard live
Illustrative example

Fixed fee

Productized engagements, scoped up front. No open-ended consulting hours.

Your stack

Model-agnostic. We build on Azure OpenAI, Google Vertex AI or Amazon Bedrock, whichever fits your cloud.

Measured

Every agent ships with an evaluation suite and a live ROI scorecard.

How it works

Start with a diagnostic. Scale what pays.

Each step stands on its own, and each one earns the next. You only move forward when the numbers say you should.

  1. 4 weeks

    Automation diagnostic

    We map your processes, match them to agents in the catalog, model the ROI and hand you a 12-month plan.

  2. 8–12 weeks

    First build

    One or two agents taken to production, with an evaluation baseline from day one.

  3. Ongoing

    AI operations

    Monitoring, re-testing and maintenance as models change, with new agents added as you grow.

The agent catalog

Agents for the work that slows finance teams down.

Onboarding

KYC and client onboarding

Documents collected and checked, entities resolved and exceptions routed to your compliance team.

Fund operations

Fund document intake

LPAs, side letters and subscription documents parsed into structured, searchable terms.

Middle office

Reconciliation exceptions

Breaks between custodian, administrator and internal books surfaced and explained daily.

Investor relations

Investor reporting packs

Quarterly letters and performance reports assembled from source data, ready for review.

Distribution

DDQ and RFP responses

First-pass answers drafted from your approved content library, with gaps flagged.

Client service

Investor and client inbox

Routine investor and client questions triaged, answered and logged on first contact.

For private equity sponsors

One AI program across your portfolio.

Operating partners use FCN AI to bring the same agents to several portfolio companies at once, with reporting at the sponsor level.

Talk to us about a portfolio program

  • Diagnostics across the portfolio

    See where automation pays in every company before committing to a build.

  • Builds where the ROI is clearest

    Agents go to production first in the companies that will feel it most.

  • Sponsor-level reporting

    One view of results across the portfolio, company by company.

Why FCN AI.

One accountable team

We hold the contract, own the agent catalog and grade the quality of every delivery.

Security owned from the top

Architecture, security and data posture are led by senior technical leadership, not left to the build team.

Proof, not promises

Evaluation suites and ROI scorecards mean you see exactly what each agent is worth.

FCN

The white-label investor relations and media platform for financial institutions.

Visit FCN

FCN Media

The fintech creative agency for brand, content and global media distribution.

Visit FCN Media

Book a diagnostic

Find out where AI pays for itself.

Tell us about your company. We’ll set up a short call to see whether a diagnostic makes sense.

Prefer email?

sales@fincapnet.com 917-657-4095