90-Day Payback Guarantee
Financial Services

Your compliance team is buried in manual reporting. AI can take it from here.

50-70% of compliance time goes to SAR filing–not risk analysis. Regulatory requirements keep expanding. Audit failures cost millions.

Leverwork replaces the compliance analyst role–not adds another tool they ignore. AI workers handle transaction monitoring, KYC verification, and regulatory filing end-to-end.

50-70%
Time on Manual Reporting
$2.4M
Avg. AML Penalty
90 days
Avg. Audit Finding
58%
Cost Reduction
The Challenge

Your daily reality

The hidden costs of manual compliance that eat into your margins.

Compliance Overhead

Your compliance team spends 50-70% of time on manual reporting–not risk assessment

Regulatory Pressure

SOX, BSA/AML, and KYC requirements keep expanding. Your headcount can't keep up.

Slow Client Onboarding

New account opening takes 5-10 days. Competitors do it in hours.

Audit Risk

Manual processes mean gaps. One failed audit can cost millions in fines and reputational damage.

Where your compliance time actually goes

Task
Volume
Time
Compliance Reporting
35-45%
3-4 hours/day
Transaction Monitoring
20-25%
2-2.5 hours/day
KYC/AML Review
15-20%
1.5-2 hours/day
Client Document Verification
10-15%
1-1.5 hours/day
Regulatory Filing
5-10%
30-60 min/day
Target Roles

Roles we replace

These are the positions Leverwork can fully take over–not augment.

Compliance Analysts

SAR filing, BSA/AML reporting, regulatory documentation

KYC/AML Analysts

Identity verification, sanctions screening, PEP checks

Loan Processors

Document collection, income verification, credit review

Client Onboarding Specialists

Account opening, document intake, regulatory verification

Regulatory Reporting Analysts

FR Y-15, Call Reports, CTR/SAR filings

Every workflow, handled end-to-end

We don't assist compliance teams. We take over the repetitive investigation and filing work entirely.

Client Onboarding & KYC
BEFORE

Client applies → Staff collects documents → Staff verifies ID → Staff screens sanctions → Staff runs PEP check → Staff opens account (5-10 business days)

AFTER

Client applies → AI collects and verifies documents → AI performs ID verification → AI runs sanctions/PEP screening → AI opens account same-day (under 4 hours)

Transaction Monitoring
BEFORE

Transactions stream in → Analyst reviews alerts → Analyst investigates → Analyst documents findings → Analyst files SAR if needed (2-4 hours per alert)

AFTER

AI monitors transactions in real-time → AI scores risk automatically → AI investigates flagged items → AI generates SAR documentation → Analyst reviews final decision (15-30 min per SAR)

Regulatory Reporting
BEFORE

Gather data from multiple systems → Compile SAR/CTR reports → Manual data validation → Submit to regulators → Archive documentation (2-3 weeks per filing cycle)

AFTER

AI aggregates data seamlessly → AI validates against regulatory requirements → AI generates draft filings → AI flags anomalies → Human reviews and submits (3-5 days)

Why not just use [compliance tool]?

Good question. Here's the difference between adding tools and replacing workstreams.

Transaction Monitoring Systems

Actimize, NICE, Banker s M

These systems generate alerts but still require analysts to investigate each one manually
Leverwork

AI handles the entire investigation workflow–from alert to SAR filing. Analysts review final decisions, not spend hours gathering evidence.

KYC/Onboarding Platforms

Trulioo, Jumio, Onfido

These verify identity documents but don't handle sanctions screening, PEP checks, or account opening workflows
Leverwork

AI orchestrates the entire onboarding journey–from document collection through regulatory verification to account activation.

Compliance Outsourcing

Offshore compliance services

$30-50/hour still adds up to $80K+ per analyst, with quality risks and regulatory liability
Leverwork

AI delivers consistent, documented compliance work 24/7. Every investigation logged, every SAR traceable.

The math

Partnership pricing with 90-day payback guarantee: you pay when roles are actually replaced, not per-seat SaaS.

4-6 FTE roles
Roles Replaced
$320K-$480K
Annual Savings
30 days
Payback Period
Same-day
Onboarding Speed

We integrate with your existing stack

Leverwork connects directly to the platforms you already use–no workflow disruption, no new tools to learn.

Salesforce Financial Services Cloud
CRM & Client Management
FIS
Core Banking
Fiserv
Core Banking
Jack Henry
Core Banking
Bloomberg Terminal
Market Data & Research
FactSet
Portfolio Analytics
Plaid
Account Verification
Actimize
AML/Surveillance
Trulioo
Identity Verification
Case Study

Regional Credit Union (Illustrative Example) – $2.1B assets, 450 employees, 12 branches

"Compliance was consuming 65% of our operations budget. We had 8 analysts doing manual SAR reviews and still falling behind on regulatory deadlines. Leverwork now handles 90% of our transaction monitoring investigations and KYC verification. Our compliance team focuses on complex risk cases and audit preparation. We've reduced our compliance cost per account by 58% and eliminated our regulatory filing backlog."
Chief Compliance Officer

*Illustrative example based on typical client outcomes

$340K
Annual Savings
90%
AI Processing Rate
58%
Cost per Account

Is Leverwork right for you?

Honest answer: sometimes we're not.

This works best if...

  • Banks, credit unions, and fintech companies with 10K+ accounts
  • Operations spending 50%+ of compliance time on manual processes
  • Organizations regulated by SEC, FINRA, OCC, or state banking regulators
  • Firms using FIS, Fiserv, Jack Henry, or Salesforce Financial Services Cloud

Not ideal if...

Small credit unions with fewer than 5K accounts, organizations already fully automated with modern compliance stacks, or companies in jurisdictions with highly localized regulatory requirements. Also not ideal if you need AI to support (not replace) your existing analyst workflows.
90-Day Payback Guarantee

Ready to Put AI to Work?

We'll map your highest-impact workflows and show you exactly where AI can replace roles–and where humans are essential.

Performance-based pricing: You only pay when the AI delivers results.

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20-minute call • No commitment • Honest assessment

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