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The WAISABI Platform

One platform.
Every financial workflow.

WAISABI brings AI agents, orchestration, and institutional intelligence together in a single platform — built exclusively for financial services.

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WAISABI Platform
Trusted by leading financial institutions
Platform Products

Everything your firm needs.
Nothing you don't.

Purpose-built products for every layer of your AI deployment — from intelligent agents to orchestration infrastructure.

WAISABI GPT
Ask anything about your deals, clients, pipeline and market intelligence. Platform-aware AI that works with your live data — not generic answers.
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SOON
Agent Studio
Build, configure and deploy custom AI agents without code. Visual workflow builder with enterprise-grade guardrails built in.
Coming Soon →
Orchestration
Coordinate multiple AI agents across complex, multi-step workflows. From KYC pipelines to deal origination — no manual handoffs.
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Agents as a Service
100+ pre-built, production-ready agents for banking, PE/VC, family offices and wealth management. Deploy in hours, not months.
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WAISABI GPT

Your deals.
Your data.
Instant answers.

WAISABI GPT is an institutional AI assistant trained on your live platform data — not generic web knowledge. Ask about your pipeline, get answers your team can act on.

Platform-aware — works with your live deal data
Multi-mode: Ask WAISABI, Ask LLM, OpenDawg
Prompt library with 50+ financial workflows
Deals by sector, geography, urgency and stage
WAISABI GPT
Orchestration

Stop managing bots.
Start orchestrating value.

WAISABI's orchestration layer coordinates complex, multi-step workflows with precision — turning siloed agents into a unified, efficient system.

Deterministic and manager-agent workflows
Full audit trail on every orchestrated run
200+ pre-built enterprise connectors
Error resilience with fallback logic
Live Workflow — KYC Processing
1
Document Collection
Collects & validates KYC docs
Done
2
Identity Verification
Validates against multiple sources
Done
3
Compliance Check
Runs AML & regulatory checks
Running
4
Risk Scoring
Calculates risk & flags anomalies
Queued
Platform Intelligence

AI that learns how your
firm thinks and works.

WAISABI adapts to your workflows, your data and your firm's way of operating.

200+ Connectors
Database
WWord
Drive
PPowerPoint
SharePoint
XExcel
Integrations

Connect WAISABI to your existing tools — CRMs, data rooms, compliance systems and 200+ enterprise connectors.

100+ Playbooks
KYC Document ReviewBanking
Deal Sourcing AgentPE/VC
Client Report GeneratorWealth
AML ScreeningCompliance
Portfolio MonitoringFamily Office
Playbook Library

100+ professionally built agent playbooks for banking, PE/VC, family offices and wealth management.

30-Day Onboarding Plan
1
Discovery & Mapping
Workflow audit + use case prioritisation
2
Platform Setup
VPC deployment + SSO + team access
3
Agent Configuration
Build & test first 3 agents with your data
4
Go Live
Production launch + monitoring dashboard
White-Glove Onboarding

Guided implementation by ex-bankers and PE investors. From workflow mapping to production in 30 days.

Training Pipeline
Your Docs
→
Training
→
Your Agent
KNOWLEDGE BASE
Deal TermsKYC PolicyRisk ModelsClient HistoryMarket DataCompliance Rules
Custom Agent Training

Agents trained on your firm's proprietary data and workflows — so they think the way your team does.

Role-Based Access
Admin
Full platform access
Analyst
Read + query access
Compliance
Audit logs + reports only
Client
External view only
Governance & Permissions

Granular role-based access, full audit trails, compliance dashboards — so your team always stays in control.

Your Environment
YOUR PRIVATE VPC
🤖
AI Agents
📊
Your Data
🔒
Encryption
🛡
Compliance
Data transfer to externalBLOCKED ✕
Private VPC Deployment

Deploy entirely within your cloud. Your data never leaves your environment — full encryption, SSO, zero data shared.

WAISABI removes
the ceiling.

The firms that deploy agents today will be unrecognisable in 2 years. The ones that wait will be playing catch-up permanently.

80%
Reduction in KYC
processing time
$1.2M
Average annual savings
per deployment
5×
Throughput increase
across workflows
Days
Not months, to first
agent in production
Agent Knowledge Suite

The infrastructure
behind every agent.

Five modules that give your AI agents the memory, guardrails, and intelligence to operate reliably in enterprise environments.

Responsible AI
Ethics, bias detection and compliance guardrails built into every agent run.
Knowledge Base
Structured memory layer so agents learn from your firm's proprietary data.
Knowledge Graph
Map relationships between entities, deals, clients and regulatory frameworks.
Types of Agents
Choose the right agent architecture — reactive, proactive, or autonomous — for your workflow.
Hallucination Manager
Real-time detection and filtering to ensure every agent output is factually grounded.

See the platform
in action.

30 minutes with our team — live demo, personalised to your workflows and your industry.

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