Use cases
Use cases
Use cases
Real solutions for real problems
Explore how we’re solving complex challenges across financial services with AI-driven innovation.
Banking
Traditional banking can feel like a maze – lots of moving parts, manual steps, and regulations everywhere. Our AI solutions are here to smooth things out, helping banks with.
Origination and onboarding disruption
We're talking about ditching those clunky old processes for customer sign-ups. Our smart, adaptable AI learns as it goes, customises things without needing endless code, and keeps a perfect, auditable record of every step.
Origination and onboarding disruption
We're talking about ditching those clunky old processes for customer sign-ups. Our smart, adaptable AI learns as it goes, customises things without needing endless code, and keeps a perfect, auditable record of every step.
Real-time fraud detection
Imagine stopping fraud before it even starts. Our AI/ML models are like super-sleuths, spotting anomalies instantly to protect your bank and your customers – and often, these solutions don't even require large language models (LLMs), which can mean significant cost savings.
Real-time fraud detection
Imagine stopping fraud before it even starts. Our AI/ML models are like super-sleuths, spotting anomalies instantly to protect your bank and your customers – and often, these solutions don't even require large language models (LLMs), which can mean significant cost savings.
Intelligent customer service AI
Think beyond basic chatbots. Our AI-driven assistants provide intelligent, always-on support, answering questions, guiding customers, and making everyone happier.
Intelligent customer service AI
Think beyond basic chatbots. Our AI-driven assistants provide intelligent, always-on support, answering questions, guiding customers, and making everyone happier.
AI-driven wealth advisory
Provide hyper-personalised, data-backed wealth advice and portfolio management recommendations, scaling expert insights across a wider client base.
AI-driven wealth advisory
Provide hyper-personalised, data-backed wealth advice and portfolio management recommendations, scaling expert insights across a wider client base.
Wealth and asset management
Firms are under huge pressure to deliver valuable and tailored advice whilst remaining compliant, responding quickly to client demands, and keeping on top of an evolving data landscape. Our AI solutions help to streamline processes and enhance services across the board.
Personalised advisory
We help firms scale tailored investment advice by combining client and portfolio data, market activity, and suitability filters. The result is explainable next-best actions that support both compliance and client outcomes.
Personalised advisory
We help firms scale tailored investment advice by combining client and portfolio data, market activity, and suitability filters. The result is explainable next-best actions that support both compliance and client outcomes.
RM productivity and knowledge retention
Standardise high-performing behaviours across RMs, automate training based on real outcomes, and reduce dependency on tribal knowledge or manual handovers.
RM productivity and knowledge retention
Standardise high-performing behaviours across RMs, automate training based on real outcomes, and reduce dependency on tribal knowledge or manual handovers.
Suitability compliance checks
Validate advisory reports against regulatory suitability criteria to ensure recommendations align with client profiles and evolving requirements.
Suitability compliance checks
Validate advisory reports against regulatory suitability criteria to ensure recommendations align with client profiles and evolving requirements.
Client service automation
Agents retrieve documents, summarise holdings, and answer client queries across chat, email, and voice. This ensures consistent and traceable responses across all channels.
Client service automation
Agents retrieve documents, summarise holdings, and answer client queries across chat, email, and voice. This ensures consistent and traceable responses across all channels.
Real-time portfolio insights
We automate data integration to surface timely and actionable insights across accounts, assets, and market conditions. No static dashboards or manual prep required.
Real-time portfolio insights
We automate data integration to surface timely and actionable insights across accounts, assets, and market conditions. No static dashboards or manual prep required.
Capital markets
Markets move fast, legacy processes don’t. We build agentic systems that connect data, monitor risk constantly, and generate insights in real time. In other words, we help firms react faster, make smarter decisions and, throughout it all, remain compliant.
Risk management
We deploy agentic systems that continuously monitor risk exposure across trading, operations, and compliance. By connecting to internal data sources and applying defined rules, outputs are transparent, traceable, and aligned with regulatory expectations. Risk teams get faster access to intelligence with less manual intervention.
Risk management
We deploy agentic systems that continuously monitor risk exposure across trading, operations, and compliance. By connecting to internal data sources and applying defined rules, outputs are transparent, traceable, and aligned with regulatory expectations. Risk teams get faster access to intelligence with less manual intervention.
Trading analytics
Our agents automate data aggregation and analysis across trades, pricing, and external signals. They build usable views and summaries in real time, reducing dependency on static dashboards or manual prep. Analysts get timely input for strategy and execution without chasing data.
Trading analytics
Our agents automate data aggregation and analysis across trades, pricing, and external signals. They build usable views and summaries in real time, reducing dependency on static dashboards or manual prep. Analysts get timely input for strategy and execution without chasing data.
Treasury operations and capital optimisation
Simplify fragmented Treasury workflows by integrating liquidity, capital allocation, and regulatory functions into a unified AI-driven control system. Enhance ALM, reduce trapped capital, and enable real-time oversight across jurisdictions.
Treasury operations and capital optimisation
Simplify fragmented Treasury workflows by integrating liquidity, capital allocation, and regulatory functions into a unified AI-driven control system. Enhance ALM, reduce trapped capital, and enable real-time oversight across jurisdictions.
Regulatory tech and compliance
Keeping up with regulations is a big job, and it's always changing. Dailoqa's AI-powered RegTech solutions make sure you're always in the clear.
Simplify compliance
Automate and enhance compliance processes, including regulatory reporting, anti-money laundering (AML), know-your-customer (KYC), and even suitability assessments for advisory reports. Our solutions are built with built-in risk management, auditability, and clear explanations, so you're always compliant. We also offer predictive GRC monitoring tools that forecast control failure, helping organisations proactively mitigate risks across governance, operations, and finance.
Simplify compliance
Automate and enhance compliance processes, including regulatory reporting, anti-money laundering (AML), know-your-customer (KYC), and even suitability assessments for advisory reports. Our solutions are built with built-in risk management, auditability, and clear explanations, so you're always compliant. We also offer predictive GRC monitoring tools that forecast control failure, helping organisations proactively mitigate risks across governance, operations, and finance.
Internal audit AI
Extend GRC capabilities to internal audit and control monitoring. Our tools help embed audit logic into dynamic processes, align to the 3LoD model, and automate root-cause diagnostics with predictive capabilities.
Internal audit AI
Extend GRC capabilities to internal audit and control monitoring. Our tools help embed audit logic into dynamic processes, align to the 3LoD model, and automate root-cause diagnostics with predictive capabilities.
Understand rules faster
Utilise AI to rapidly analyse and interpret vast volumes of regulatory documents, pinpointing changes and making sure your policies are up-to-date and compliant.
Understand rules faster
Utilise AI to rapidly analyse and interpret vast volumes of regulatory documents, pinpointing changes and making sure your policies are up-to-date and compliant.