Xybern
Teams · Finance

Faster outlooks. Clearer risk. Defensible decisions.

Xybern connects Deep Research, Deep Reasoning, Risk Simulator, Market Screener, Portfolio Optimizer, and Audit & Provenance into one environment, so Finance teams move from data to cited, regulator-ready decisions in a single workflow.

Scenario analysis Factor & macro views Citations & lineage Residency aware

Proven impact for Finance teams

Early results from research, risk, and portfolio pilots using live data.

Observed in pilots
85%
faster time to investment brief
Observed in pilots
90%
less manual “spreadsheet work”
Observed in pilots
2–3×
more ideas reviewed per week
Observed in pilots
100%
key decisions with audit trail

Finance tools in action

See how Deep Research, Deep Reasoning, Risk Simulator, Market Screener, Portfolio Optimizer, and Audit & Provenance support your day-to-day workflows.

Deep Research

Aggregates market data, flows, valuations, macro narratives, risk outputs, and documents into a single, citation-backed research lens.

Ready-to-run playbooks

Skip setup. Start from patterns built around your research, risk, and portfolio tools.

Macro Signal Sweep

Policy & rates digest • Screener & risk signals • Brief with anchors

Curated feeds
Policy • Macro • Sector
Signal tagger
FX • Rates • Credit • Commodities
Desk notes
Brief draft

Where finance work gets document-heavy

Designed for regulated, high-throughput teams who need fast synthesis, clear risk visibility, and defensible decisions.

Banks (retail + commercial + investment)

Regulatory documentation + high-volume client processing.

Regulatory throughput Risk + scenario linkage Audit-ready outputs
KYC / onboarding View docs
Identity, ownership, and source of funds verification at scale.
Passports Proof of address Corporate registries UBO charts
AML / financial crime View docs
Alert triage, investigations, and SAR/STR drafting with evidence packs.
Transaction histories Narrative reports Risk memos
Credit / lending View docs
Deal evaluation, covenant checks, and ongoing monitoring.
Credit memos Financial statements Covenants Collateral docs
Investment banking View docs
Deal execution support and regulatory-aligned documentation.
Pitch books CIMs Term sheets Underwriting agreements
Risk & audit View docs
Model risk, operational risk, and internal control documentation.
Audit reports Policy frameworks Stress test documentation

Hedge funds

Constant info intake + need to convert text → decisions fast.

Regulatory throughput Risk + scenario linkage Audit-ready outputs
Investment research View docs
Company, sector, and macro synthesis across noisy sources.
Earnings transcripts Research notes Analyst reports
Fund operations View docs
Investor reporting, compliance attestations, and performance narratives.
LP reports Performance summaries Compliance attestations
Legal + trading infrastructure View docs
Counterparty, prime, and bespoke investor terms management.
ISDAs Prime brokerage agreements Side letters

Asset managers / mutual funds / pension funds

Recurring periodic reporting + strict mandate adherence.

Regulatory throughput Risk + scenario linkage Audit-ready outputs
Client / investor reporting View docs
Quarterly and annual narratives with transparent attribution.
Factsheets Performance reports Stewardship reports
Policy compliance (mandates, ESG rules) View docs
Ensure portfolios remain aligned with guidelines and constraints.
Investment guidelines Prospectuses ESG policies

Private equity / venture capital

High-stakes diligence + long multi-document deal chains.

Regulatory throughput Risk + scenario linkage Audit-ready outputs
Due diligence (commercial + financial + legal) View docs
Synthesize data rooms into risk-aware, cited investment views.
Data room content Customer contracts HR docs IP materials
Portfolio monitoring View docs
Track KPIs, board insights, and variance drivers over time.
Board packs KPI reports
Deal docs View docs
Term evolution and ownership structure tracking.
Term sheets Shareholder agreements Cap tables

Insurance

Huge volume + structured forms + messy real-world evidence.

Regulatory throughput Risk + scenario linkage Audit-ready outputs
Claims handling View docs
Extract facts, reconcile narratives, and accelerate decision packs.
Claim forms Medical/legal reports Adjuster notes
Underwriting View docs
Risk assessment across policy types and datasets.
Risk questionnaires Policy docs Actuarial notes
Regulatory reporting View docs
Maintain solvency and compliance frameworks with provenance.
Solvency reports Compliance frameworks

Fintech

Fast growth + modern compliance expectations + high customer throughput.

Regulatory throughput Risk + scenario linkage Audit-ready outputs
Consumer onboarding + compliance View docs
Automated intake, risk checks, and exception triage.
KYC packs Risk analyses
Dispute handling View docs
Evidence-backed resolution workflows across high volumes.
Customer communications Transaction logs Investigation notes

Built for the whole Finance stack

From CFO to desk analyst, each team gets faster workflows, clearer risk, and evidence-backed decisions.

CFO

Evidence-backed outlooks

PM / Analyst

Faster idea-to-brief

Risk

Transparent stress tests

Treasury

Policy-aware liquidity

See Xybern in action for Finance

Run Deep Research, risk simulations, screeners, and portfolio optimizations on your real data, then export cited, audit-ready briefs with full provenance.

Request Enterprise Pilot

“Good calls pair pace with proof. Xybern turns signals into cited decisions you can stand behind.”