Private banking automation with real-time compliance
A private bank deployed AI agents that handle client onboarding, KYC/AML checks, portfolio reporting, and risk profiling while maintaining 100% regulatory audit compliance. MCPner.com's OAuth 2.1 security framework and granular permissions enabled PSD2, BSA/AML, and GLBA adherence from day one.
The Problem
Wealth advisors spent 60% of their time on administrative compliance tasks: running KYC/AML checks across multiple systems, generating portfolio reports, updating client risk profiles. These high-friction, mandatory workflows drained capacity for high-value advisory work. Manual processes created compliance risk and audit trail gaps.
How MCPFlow Solved It
They built MCP servers wrapping their core banking platform, trading systems, and compliance databases. AI agents now execute complex workflows: automated client onboarding with cross-system KYC verification, instant portfolio reporting pulling live market data and positions, dynamic risk profiling based on real-time client activity, and trade execution with pre-trade compliance checks. Every action generates compliance-grade audit logs with OAuth 2.1 token authentication.
MCP Stack Used:
Measurable Outcomes
Client onboarding time dropped 60%, freeing advisors to focus on relationship management and strategy. The bank maintained 100% audit compliance with comprehensive logs of every AI action, including who authorized it, when, and why. Clients now receive real-time portfolio insights instead of quarterly reports, improving satisfaction and retention.
Key Metrics:
Our agents handle the compliance busywork so our advisors can do what they do best: advise. It's defensive and offensive AI in one platform.
James Whitmore
Chief Digital Officer, Pinnacle Private Bank
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