Onboard, lend and comply with fewer manual checks.
Neuclon gives finance teams the tools, rules, automations and AI agents for the way they actually work, built by asking and changed by the people who know the process. Your studios: Client Onboarding & KYC · Lending & Credit · Portfolio & Investments · Risk & Compliance · Operations · Relationship Management.
Real work Neuclon takes on in finance.
Loan pipeline
Commercial loans from application to funding, with credit review and conditions.
- Tracks
- Borrower, Loan type, Amount, Relationship manager, Stage, Target close, Conditions open…
- Flags automatically
- Close date passed
- Conditions outstanding
- Funded
- The agent
- Every morning its agent finds what is close date passed, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
KYC reviews
Customer due diligence with risk rating, documents and periodic review dates.
- Tracks
- Customer, Type, Risk rating, Documents complete, Analyst, Last review, Next review…
- Flags automatically
- Review overdue
- Missing documents
- Escalated
- The agent
- Every morning its agent finds what is review overdue, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Credit reviews
Annual credit reviews with risk rating, covenants and due dates.
- Tracks
- Borrower, Exposure, Risk rating, Covenants met, Review due, Analyst, Status
- Flags automatically
- Review overdue
- Covenant breach
- Approved
- The agent
- Every morning its agent finds what is review overdue, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Compliance controls
Controls with owners, testing frequency, results and remediation.
- Tracks
- Control, Area, Owner, Frequency, Last tested, Result, Remediation due…
- Flags automatically
- Failed
- Remediation overdue
- Effective
- The agent
- Every morning its agent finds what is failed, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Complaints register
Customer complaints with category, regulatory deadline and outcome.
- Tracks
- Complaint, Customer, Category, Received, Response due, Owner, Outcome…
- Flags automatically
- Response overdue
- Due in 5 days
- Closed
- The agent
- Every morning its agent finds what is response overdue, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Also ready: Client review meetings, Client onboarding (wealth), Investment committee pipeline, Reconciliations.
- KYC and onboarding steps chased across email and checklists.
- Credit reviews and covenant checks tracked in spreadsheets.
- Complaints and controls that regulators expect to be evidenced.
- Reconciliations with breaks found too late.
- Build by asking. Describe the tool; Neuclon builds it with the fields, flags, views and actions, on your data.
- Rules your team owns. Thresholds, approvals and flags written in plain English and changed by the process owner, with every version kept.
- Automations and agents. Work moves on its own: records trigger actions, agents chase what is late and draft what is next, within limits you set.
- One connected workspace. Studios for each department, so the tools share data instead of copies.
- Reviews and KYC never lapse.
- Evidence ready for examiners.
- Breaks resolved before close.
A lender keeps every credit review on schedule
Each borrower's review date, rating and covenants sit in one tool. Neuclon flags reviews overdue and covenant breaches, and the agent prepares the review pack for the analyst.
An illustrative scenario showing how a team could use Neuclon, not a customer story.
Built for the people who know the work.
Rules
Business rules live in one place per tool, in plain English: flags, thresholds, required fields, approvals and agent guardrails. Process owners change them; IT sets who may.
Flows and automation
Record changes and daily schedules trigger actions: emails, records in other tools, documents and webhooks. Anything that leaves the company waits for approval.
Agents and intelligence
An AI agent in every tool, agents designed by asking, and a performance view of every run: success, changes, approvals and what the guardrails stopped.
Platform and testing
Every change is versioned and reversible, new tools are previewed on example records before they go live, and Neuclon runs hosted on Microsoft Azure or in your own cloud.
See it with your own process.
Bring the spreadsheet or the process your team struggles with most. We'll build it with you in the walkthrough.