Client intelligence, reporting and surveillance run by agents — information, never advice — live at Colendi Securities.
Agents built for a market where every number, disclosure, and deadline counts.
Regulatory reports assembled, checked, and filed on schedule — with every figure traceable to its source.
Agents monitor markets, news, and filings continuously, surfacing what matters to analysts and investors.
From portfolio questions to trade status, investors get instant, accurate answers — with seamless escalation to advisors.
Four named products run the capital-markets back and middle office — precisely and on schedule.
Regulatory Reporting
Filings assembled from source systems, every figure traceable.
Explore →Market Intelligence
Portfolio-aware briefings that arrive only when they matter.
Explore →Investor Services
Instant answers on portfolios and orders. Information always, advice never.
Explore →Trade Surveillance
Market-abuse patterns caught, case files built, alarms reduced.
Explore →One engine under every Mind product — see the platform.
Agents connect safely to your core systems and data, complete real-time tasks, and hand off to human teams with full context.
Configure everything end to end — brand voice, workflows, knowledge, and guardrails — so agents operate exactly the way you decide.
One agent, every channel: voice, chat, and email, each tuned to its own tone and context.
Monitor every interaction in real time, with guardrails that keep agents aligned with enterprise policy.