/Scan Discover What to Automate
nGenie domain agents connect to your systems and trace how work actually moves through your firm. They find the automation opportunities your team is too close to see, quantify the ROI, and keep discovering as your operations evolve.
Agents that understand your industry
nGenie Agents Map Your Operations
Specialized domain agents connect to your systems and trace how work actually flows through your firm. Not a survey. Not interviews. Agents observe real workflows across custodians, CRM, compliance, and back-office systems to build a living map of your operations.
Workflow Intelligence, Not Flowcharts
nGenie agents understand financial services processes natively: client onboarding, trade settlement, compliance reviews, rebalancing cycles. They identify where your people spend time on tasks that should resolve themselves, and quantify the cost.
Ranked by Real ROI
Every automation opportunity comes with projected time savings, compliance risk reduction, and implementation complexity. Your leadership team gets a prioritized roadmap grounded in your firm's actual data, not industry averages.
Compliance Gaps Found Automatically
The same agents that map your workflows also check them against SEC, FINRA, SOX, and industry-specific requirements. Gaps surface before your next audit, not during it.
Continuous Discovery, Not a One-Time Report
Unlike consulting engagements that deliver a PDF and walk away, Scan keeps running. As your operations change, nGenie agents identify new opportunities and flag emerging bottlenecks. The assessment stays current.
From Discovery to Action in the Same Platform
When Scan finds an opportunity, it feeds directly into /Design and /Compose. No translation layer, no re-discovery. The agents that found the problem carry the context forward into the solution.
From first connection to continuous discovery
Connect
nGenie agents plug into your existing systems: custodians, CRM, compliance tools, document stores. Nothing changes for your team.
Observe
Domain agents trace real workflows, measuring time, handoffs, error rates, and compliance touchpoints across your operations.
Prioritize
You get a ranked list with projected savings, risk reduction, and implementation timelines based on your firm's actual data.
Activate
Approved opportunities flow directly into /Design and /Compose. The agents carry full context forward, so nothing gets lost in translation.
See what your agents find
Connect nGenie to your systems and get a discovery assessment in weeks, not months. Real data, real ROI projections, real prioritization.