Intelligent Automation with AI

Reduce risk, enhance compliance, and improve customer experience with Coalesce


Our intelligent automation reduces operational risk, enhances compliance procedures, and gets your customers and clients information and decisions faster.  

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. 

Instead of trying to find a “needle in the haystack”, Coalesce “shrinks the haystack” by automating repetitive Risk, Compliance and Customer workflows, delivering immediate ROI and enabling your business users to focus on higher-value tasks.

Coalesce is easily deployable and learns directly from your business users without any programming.  Freeing your firm to put more time into long term strategic projects.

The rising costs of compliance and Risk

Government regulators are pushing the front line of the battle against financial crime onto financial institutions through increased regulation.  In fact, compliance costs for financial services have doubled in the last five years.  The financial services sector spends over $270B per year on risk, compliance, and customer service.

More than half of these workflows can be automated or enhanced with machine learning and artificial intelligence.


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

Financial Information Management Association



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.


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