Build Financial Automations with Occam
Occam’s full-stack intelligent automation engine is designed from the ground up for data-centric banking services and internal financial operations.
Banking Automation Suite
Our engine provides the building blocks for automating a broad set of banking services. Through unstructured data handling, cross-source data manipulation, and human in the loop centered automations, our system allows you to build automations that meet the privacy, accuracy, and compliance needs of banking services.
Loan Origination & Underwriting
Leverage Occam’s web-browser, automated API querying tool, data access layer and dynamic coder, to enrich loan applications with applicant information, gather documents, evaluate borrowers’ financial history and price risk, and expose those to human book runners for approvals through our Human in the loop module.
KYC
Automate compliance through collecting and verifying customer identities across integrated data sources. Leverage our engine's self adjusting capabilities to adapt KYC automations to risk profiles in real-time, mandating collecting more data if necessary.
Transacation Approval
Leverage our transaction enrichment integrations to derive transaction categories and combine those with historical payer and payee data to detect BIN attacks, invoice, identity and authorization fraud, and approve transactions.
Customer Profiling
Automate customer profile generation by combining product purchasing patterns and data from commerce partners. Leverage our self adjusting automations layer to find alternatives to obsolete customer profile data sources. Use our email integrations to keep your relationship managers informed of changes in customer behavior.
Equity Research
Deploy Occam's web browser and data access layer to automatically gather diverse public equity data across sectors. Keep your analysts focused on revising assumptions based on macro and business sector trends while automation handles routine data collection and model updates.
Financial Management Automation Suite
Our Financial Management Suite empowers your organisation with pre-built tools to automate internal financial operations that rely on data and third party integrations, smart querying, and dynamic workflow adjustments to enable timely management of your business’ finances.
Expense Management
Use our web-browser, API manipulation capabilities and vendor offerings catalogue to automate cost-saving measures such as subscription cancellations, renegotiations, and vendor switching based on usage patterns and thresholds.
Financial Modeling
Use Occam's data access layer to automate the collection and consolidation of ACV, billings, and revenue data. Leverage our integrations with business planning software such as Anaplan, to roll- up sub-sector models into top-line business forecasts, while managing rolling forecast updates. Use our Human in the loop tool to keep analysts in control of assumptions and model delivery.
Cash Flow Management
Integrate bank statements, sales data, and expense reports to provide real-time visibility into cash positions. Automate alerts for potential shortfalls or surpluses, enabling proactive decision-making such as adjusting payment schedules, securing short-term financing, or investing excess cash effectively.
Treasury Management
Monitor cash positions and working capital needs across your banking relationships via our banking integrations. Use our data manipulation tools to automate liquidity management, track counterparty exposure and short-term investments in money market funds and government securities.
Deploy Occam powered intelligent automation today
Plug-and-play engine for generating and running complex enterprise automations.