synexasMATRIX
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FINANCIAL SERVICES

Faster reviews.
Every record stays in-house.

Synexas Matrix brings on-site hardware, a private assistant and workflow setup to financial-services and insurance teams. Search policies, summarize documents and add custom review workflows as needed.

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A generated photograph of a modern glass office building on a sunny day, with young trees along the street and no signage

Deployed with a securities firm and a listed auto-finance lenderSet up at the engagement site, on one portable systemNo per-token fees

THE PROBLEM

Review work grows with headcount.
It does not have to.

Thousands of documents per file

IPO files, loan files and compliance packs are still cross-checked by hand, page by page.

Cloud AI fails the vendor review

Client data, deal documents and supervisory material cannot leave controlled systems.

95% is not good enough

In finance, one wrong answer in twenty is a liability, not a rounding error.

CUSTOMERS

What we have built
for teams like yours.

CASE STUDY SECURITIES FIRM

IPO audit file verification, fully on site

  1. CHALLENGE

    An IPO file means thousands of confirmations, statements and contracts that must agree with each other. The client would not allow any of it to reach a cloud service.

  2. WHAT WE BUILT

    A verification workflow on a portable Matrix system, set up inside the client’s network at the engagement site. Matrix matches confirmations to transaction data and checks seals and signatures for consistency.

  3. RESULTS
    2 weeks → 3 daysCross-check time per audit file
    0Documents that left the site
    1 systemCarried in and set up at the client’s site
Read the full case
CASE STUDY LISTED AUTO-FINANCE LENDER

Installation-photo compliance for financed vehicles

  1. CHALLENGE

    GPS installation photos for financed vehicles were checked by sampling, so non-compliant installs could slip through.

  2. WHAT WE BUILT

    A photo-review workflow that checks every installation photo against the lender’s rules, now running under a signed contract.

  3. RESULTS
    100%Of installation photos checked, up from a sample
    10 secondsPer photo
CAPABILITIES

What Matrix does
for financial institutions.

Every employee: the assistant. Every team: shared tools. Built for you: custom workflows our engineers build on site.

  1. BUILT FOR YOU

    Due diligence file verification

    Matrix cross-checks confirmations, transaction records, contracts, seals and signatures across an audit file and flags every mismatch with page references.

    RESULTReviewers check the exceptions, not every page.

  2. BUILT FOR YOU

    Compliance photo checks

    Matrix checks installation and inspection photos against your rules: the right device, in the right place, with the required people present.

    RESULTEvery photo checked in 10 seconds, not a sample.

  3. EVERY TEAM

    Review packs in Word

    Matrix brings case facts, policy references and prior analysis into a draft pack inside Microsoft Word, with sources linked.

    RESULTA consistent starting point for every review.

  4. EVERY EMPLOYEE

    Find the approved answer

    Answers from the policies and research your team is allowed to use, citing file and page.

    RESULTAn approved alternative to unapproved AI tools.

Matrix WorkspaceOptional custom workflows
IN PRACTICE

See it
at work.

WHY MATRIX

Why teams choose Matrix.

Here is how Matrix differs from public cloud AI and building it yourself.

Synexas MatrixPublic cloud AIBuilding it yourself
Where your data goesStays on siteLeaves your networkStays on site
Who builds the workflowOur engineers, around your taskYou adapt to the toolYour team, from scratch
Before you commitA demo on work like yours, then one agreed scopeA trial on generic tasksMonths of your own work
PricingOne agreed price. No per-token feesPer seat or per tokenHardware plus staff time
MaintenanceOur engineers, on site, only when you invite themManaged by the vendorYour IT team

Matrix is one system: the hardware, the assistant and the setup, built and supported by our own engineers.

ACCURACY

Built for the error, not the average.

An answer right 95% of the time is still wrong once in twenty. Matrix scores its own confidence: clear results go straight through, uncertain ones go to your reviewer. If your task needs accuracy we cannot reach, we tell you before you sign.

SECURITY

Your information.
Inside your organization.

Offline by default

Matrix needs no internet access. It reaches an outside service only if your IT team approves it.

Audit logs on site

Your team can review and export audit logs kept on the system.

Access by role

Each person sees only the files they are allowed to.

Your team holds every account

Your team holds every administrator account. Our engineers work on the system only when you invite them, on site, with access you grant and remove.

FAQ

Questions before
you choose.

What comes with Matrix Workspace?

The standard assistant and team tools run on your own system. Cross-checking an audit file against your firm’s rules is an optional custom project, with its own scope and price.

Can insurance teams evaluate Matrix?

Insurance teams can evaluate the same on-site assistant. Any insurance-specific workflow or integration needs a separately agreed scope. The cases here cover securities and auto-finance work, not insurance deployments.

How do reviewers check an answer?

Policy answers cite the file and page. Custom verification workflows show exceptions with source references. Your authorized reviewers check the evidence and keep responsibility for financial decisions.

See the work in detail.

The walkthrough is a separate resource, with tasks, sources and review points.

Product walkthroughResearch & diligenceCompliance preparationControlled knowledgePublished guidanceOther sectors’ walkthroughs
HOW WE START

Start with one task.

Less repetitive preparation can give analysts more capacity for client service and deeper analysis.

Estimate the capacity
  1. 01

    See a demo

    We show Matrix on work like yours.

  2. 02

    Prove it on your task

    For a custom workflow, we can build a first version from data you authorize, under an NDA, at your site on a Matrix we bring or in our own offline environment. This can include confidential data you approve. Personal data only where you confirm a lawful basis; we delete the data afterwards.

  3. 03

    Agree the scope and price

    We agree the output, the accuracy you need, who reviews results and one price.

  4. 04

    Install and check it privately

    We install on site; your team runs real data before it goes live.

Let’s make AI useful.
For your actual work.

Tell us about a job your team repeats, not your confidential files. We’ll show you how Matrix handles work like it.

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Security brief

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