PitCrew is the agentic AI platform built for financial services operations, configured to your firm's exact rules, thresholds, and approval paths.
Financial services firms run on 10-20 disconnected systems across CRM, custodian, portfolio management, planning, and compliance. Every client update, billing cycle, and compliance check means someone manually bridging the gaps between them.
Closing that gap takes more than point solutions. It takes a harness: the ability to build and deploy agents tuned to your firm's exact systems, business rules, and workflows. That's what PitCrew provides. Pre-built Skills for the workflows most firms share, plus Factory to build your own.
PitCrew runs this through:
DATA RECONCILIATION: Automatically reconciles data across connected systems to detect and resolve discrepancies before they impact clients.
DOCUMENT REVIEW: Reviews documents against regulatory and firm-specific policies to identify compliance issues in minutes.
DATA EXTRACTION: Extracts verified, structured data from PDFs and other documents, eliminating manual data entry.
FEE VALIDATION: Validates account fees against billing schedules and contracts to catch discrepancies before billing.
ENTITY ONBOARDING: Automates end-to-end client onboarding across CRM, custodian, and portfolio management systems.
REPORT GENERATION: Generates compliance-ready reports and regulatory filings directly from your systems of record.
DRIFT MONITORING: Continuously monitors portfolio and data drift, alerting teams as soon as inconsistencies arise.
INQUIRY RESPONSE: Automatically compiles evidence-backed responses for auditor and client inquiries across connected systems.
Beyond the pre-built Skills, firms can build and deploy their own agents through Factory, connecting systems and defining logic in plain language, no engineering resources required.
A harness like this only earns trust if it holds up under regulatory scrutiny. That’s why PitCrew is built for regulated environments:
SOC 2 TYPE II CERTIFIED: Independently audited by Assurion Services LLC. Verified over a 6-month period, not a point-in-time snapshot.
ZERO DATA RETENTION: Your data is processed, never stored, and never used to train models.
AWS INFRASTRUCTURE: Three-tier network isolation, KMS encryption, TLS 1.2+
