Intelligent Automation with AI

AI software that automates tedious work for financial services


Earlier this year, was voted most likely to be implemented by financial services firms in the next twelve months by 72% of attendees at the 2018 FIMA FinTech Innovation Conference. While many AI startups focus on point solutions designed to find the proverbial “needle in the haystack”, brings an adaptable, generalized solution that instead shrinks the haystack by automating the tedious, boring tasks across your organization. 

Our intelligent automation increases operational efficiency, reduces risk, and leaves your staff to focus on higher value work and problem-solving.  Coalesce is easily deployable and learns directly from your internal experts without any programming.  Freeing your firm to put more time into long term strategic projects.



Cost reduction on processing documents


Faster categorization of emails


Better at identifying company risk and compliance


Coalesce has invented a technology called User Defined Machine Learning (UDML) which allows end-users to teach the software to filter, analyze and process data according to their own domain expertise, thereby embedding their knowledge into the system for intelligent, customized automation.

What the Experts are Saying...

 “AI is enabling financial institutions of every kind to drive new efficiencies and deliver new kinds of value…”   

– World Economic Forum, 2018

“…a second wave of automation and AI emerging in which machines will do 10 to 25 percent of work across bank functions, freeing employees to focus on higher-value tasks and projects.”

–  McKinsey, 2017

“AI is guaranteed to come as a more and more powerful phenomenon”

– Charley Ellis, 2018


“Voted AI solution most likely to be adopted by financial services in the next 12 months”

Financial Information Management Association

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