AI roadmap · 2026
AI strategy

Compliance that thinks
for itself

Three layers of AI — from live production agents to customer-built autonomous workflows to a full intelligent compliance platform. Each layer compounds on the last.
3
AI agents running in production today
8 wks
to customer-built agent workflows
6
new AI capabilities planned for H2 2026
Layer 1 — Today
Production AI
Layer 2 — 8 weeks
Agent Builder
Layer 3 — H2 2026
Platform Intelligence
Three AI agents are deployed and running in production today, processing real client data. These are domain-specific agents — not generic AI wrappers — trained against compliance data and integrated directly into platform modules.
AML Screening Agent
Screens entities against 1.7M+ global sanctions records in real time. Drafts SAR and CTR compliance reports for officer review. Monitors adverse media continuously.
Lead Intelligence Agent
Scores incoming leads, generates personalised outreach, predicts customer churn risk, and surfaces pipeline insights — automatically, without manual input.
Smart Storage AI
Natural language document search, automatic categorisation, sensitive data flagging, and key information extraction across the document library.
Competitive advantage
Compliance AI with real sanctions data is the moat. Generic LLMs cannot replace domain-specific agents trained on regulatory datasets.
Client describes workflowplain English
→
AI plans the stepsvalidated DAG
→
Client approveshuman gate
→
Runs autonomouslyforever
Clients describe what they want — "when a new lead is added, run KYC verification, then generate an invoice if they pass" — and the platform builds it. No code required. The AI plans the workflow, the client approves it, and it runs automatically on every trigger.
Sprint 1 · Weeks 1–2
AI Planner + Approval
Natural language input → validated workflow plan displayed for client review
Demo: Submit request → see the plan
Sprint 2 · Weeks 3–4
Execution Engine
Background queue executes step sequences reliably with retry and failure handling
Demo: CRM → Notification flow
Sprint 3 · Weeks 5–6
Compliance Modules
KYC verification and invoicing integrated with credit billing per step
Demo: Full KYC onboarding workflow
Sprint 4 · Weeks 7–8
Visual Editor + Library
Drag-and-drop workflow editor. Browse, clone, and manage saved agents
Demo: Full self-serve agent creation
After the Agent Builder, the platform gains intelligence across every module — turning historical data into predictive insights, automating complex reporting, and continuously improving through use.
Semantic search
"Find all KYC rejections from the last 90 days matching this risk profile" — natural language search across all client data.
Full compliance automation
Fully drafted SAR/CTR reports from transaction data. Regulatory change monitoring. Risk trend analysis over time.
Agent learning loop
Execution data improves the AI planner's accuracy over time. The most-built workflows become one-click templates.
RWA due diligence AI
Automated asset valuation and due diligence reports for tokenisation projects. Investor suitability scoring.
H2 2026 capabilities — click to explore
🔍
Month 3–4
Semantic search
Natural language queries across all compliance and business data.
📋
Month 4–6
Compliance AI
Full regulatory report automation. SAR/CTR and regulatory monitoring.
📊
Month 5–6
CRM intelligence
Predictive deal scoring, churn early warning, relationship mapping.
🔄
Month 4–5
Agent learning
Workflows improve automatically from execution history. Templates emerge naturally.
🏛️
Month 6+
RWA due diligence
AI-driven asset valuation and automated due diligence for tokenisation.
💚
Month 5–6
Client success AI
Predictive health monitoring. Issues surfaced before tickets are raised.
Business model
Capability
Model
Value to client
Timeline
Subscription platform
Annual enterprise subscription
All core modules included
now
Agent Builder
Usage-based per workflow step
Automates compliance workflows
8 weeks
Compliance AI
Premium add-on tier
Significant reduction in manual reporting
Month 4–6
RWA tokenisation
Transaction-based
Access to global real-world asset market
Live
RWA AI due diligence
Per-project engagement
Automated valuation and compliance
Month 6+