Support research, analysis, document processing and professional content production at financial institutions, helping teams organize information, analyze data and prepare business materials. Multimodal parsing, financial reasoning, business rules and collaborating agents enable trustworthy, traceable decision support.
Intelligent services for business teams, analysts and decision-makers at banks, insurers, securities firms and asset managers.
Collect data sources → Cross-check and assess risks → Risk profiles and review recommendations
Capabilities
Company information
Financial analysis
Cash flow verification
Relationship mapping
Credit risk assessment
Post-loan risk alertsRaccoon Work brings together company financial statements, cash flows, contracts, registration information and public reports. Multimodal parsing, financial calculations, risk relationship analysis and agent cross-checks support due diligence, credit review and post-loan monitoring with risk profiles, review opinions and warning signals.
Process financial business materials only within explicitly authorized scopes.
Protect financial data and internal research with separate team, project and knowledge-space permissions.
Locate and verify the sources behind key analyses.
Business professionals retain control over conclusions, review and revisions.
Support centralized management, shared knowledge and institution-wide use.
Analyze company financial statements, cash flows, contracts, registration data and public reports. Verify due diligence materials, assess risks and rules, and generate credit review opinions with a complete evidence trail.
Remote account opening reduced from hours to 5 minutes, with over 60% fewer manual document requests.
Parse medical receipts, expense lists, diagnoses and policy terms. Combine medical knowledge with claims rules to assess liability, verify expenses and identify unusual cases.
AI claims quality checks can reduce claims losses by 3–5% at a leading insurer’s Shanghai branch, saving millions of yuan annually.
Analyze regulatory policies, internal rules and business contracts to identify related clauses and differences. Assess new regulations and generate risk alerts and revision recommendations.
100% improvement in the efficiency of incorporating external regulations into internal rules.
From workflow diagnosis, data connections and knowledge rules to agent deployment and continuous improvement, build practical, verifiable and repeatable AI solutions for financial institutions.
Discuss finance solutions
