Agentic Workforce for Financial Services

Obin provides an end-to-end platform to reimagine, build, and manage production-grade AI agents inside your own environment, scaling the capacity and judgment of your best people firm-wide.

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$0T
AUM
0M+
Documents Processed
0%
Task Completion

Built by experts from

reimagine

10X Your Firm’s Capacity

10X Your Firm’s Capacity

Your firm spent millions on AI, and the board wants to see ROI. Individuals got more productive, but it didn’t scale firm-wide. We built Obin because we wanted to scale your firm’s capacity and best judgment. 

build

Engineered for the Exceptions

Engineered for the Exceptions

Generic AI tools handle the routine 80%, but in finance, the alpha lives in the edge cases that don’t fit a template. Obin builds end-to-end automated workflows for financial services, giving your entire firm a continuously compounding intelligence layer that you own.

LOAN-NOTICE AGENT · SCORED
Exceptions resolved
Generic AI leaves the hard cases as deltas. Obin matches each one.
95%
ACCURACY
COVERED BY GENERIC AI
80%
Routine notices
The standard, repeatable cases generic AI already handles.
accuracy ceiling
THE OBIN 20%
Covenant nuance
off-standard headroom
MATCH
Disputed clause
cash vs. accrual
MATCH
Off-template deal
PIK · firm convention
MATCH
RECORD RECONCILIATION
Reconciled· logged for audit

Top teams across
several financial
institutions
use Obin for

Top teams across several financial institutions use Obin for

Asset Management

Wealth Management

Insurance

Underwriting

Underwriting

Portfolio Monitoring

Origination

Deal Insights

IC Memo Creation

Wealth Advisor Enablement

Claims

Client & LP Reporting

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manage

Fully Governed and Defensible From Day One

An agent that can’t be governed doesn’t belong in production. Obin provides an agentic platform with role-permissions, built-in fail-safes and full traceability.

"Obin AI has successfully bridged the gap from baseline Agentic AI outputs to production-grade performance. This has enabled us to confidently replace an existing workflow rather than merely drive incremental efficiencies."

Chief Operating Officer

A leading growth-stage venture capital firm

WHY OBIN

Compounding Intelligence Across Your Firm

Obin is an agentic platform built to solve financial workflows end-to-end. We do this with Robin agents - regulated AI agents built for accuracy and compliance.

Domain Expertise

Financial operations thrive on edge cases and nuance. Our domain experts train AI agents to execute complex scenarios with precision in high-stakes environments, enabling end-to-end workflow re-imagination.

Regulatory Rigor

Obin is built for auditability, explainability, and compliance. We govern every agent with policies set by your risk and compliance teams and enforced everywhere.

Open Architecture

Obin is a transparent, modular design that runs inside your environment. You own the data, models, and IP, so you maintain your standards and alpha.

OBIN IN PRODUCTION

Obin is live in some of the world’s largest asset management, wealth management, and insurance institutions.

Obin is live in some of the world’s largest asset management, wealth management, and insurance institutions.

Obin is live in some of the world’s largest asset management, wealth management, and insurance institutions.

The workflows our AI agents handle span underwriting and claim processing to portfolio monitoring and next-best-action. Every one of them runs entirely inside your environment, which means your data and IP never leave the firm.

Obin AI

Obin builds specialized agentic workforces for regulated financial institutions – rooted in your institutional knowledge and designed for the edge cases where most AI stalls

Obin AI

Obin builds specialized agentic workforces for regulated financial institutions – rooted in your institutional knowledge and designed for the edge cases where most AI stalls

Obin AI

Obin builds specialized agentic workforces for regulated financial institutions – rooted in your institutional knowledge and designed for the edge cases where most AI stalls