Serve like a digital native. Safeguard like an institution.
Financial institutions compete on experience and are judged on trust. Exato pairs a digital native's immediacy with a regulated institution's safeguards across every channel and interaction.
A fragmented stack costs you trust.
Most financial institutions have built their technology capabilities over time and in layers. A contact centre here. A recording platform there. Separate systems for onboarding, payments, collections, compliance, and the dealing room.
Each system may perform its role well in isolation. Together, however, they create gaps.
Customers repeat themselves across channels and wait for answers the institution already has. Interactions can go uncaptured or remain buried in disconnected systems when an auditor needs to retrieve them. Fraud, disputes, and exceptions move faster than the workflows designed to manage them.
The result is friction for the customer, cost for the business, and regulatory exposure for the institution.
The problem is rarely any one system. It is the absence of a connected foundation that brings them together.
One foundation for experience, communication, and control.
Exato brings together the customer experience, communications, automation, and intelligence layers on a single integrated foundation, enabling each to strengthen the others rather than operate in isolation.
Customer experience that anticipates
Banking, insurance and wealth customers expect service that is instant, personal and always available. Exato designs AI-led experiences across apps, branches and contact centres, so a conversation started in one channel continues in another. Intelligent automation resolves routine requests while anything needing judgement is routed to the right person with full context. Proactive engagement acts before an issue becomes a complaint, and Exato IQ reads intent, sentiment and risk across every conversation.
Communication that is secure by design
In financial services, every conversation can become a record, and on the trading floor part of a transaction. Exato delivers secure, resilient communications built for regulated institutions: traders manage multiple lines without losing critical signals, branches and contact centres stay connected through disruption, and compliance-grade recording captures voice, video and digital interactions in a secure, retrievable format. Sensitive communications stay within your control and protected end to end, engineered for the continuity and accountability the sector demands.
Operations and private AI, inside your walls
Behind every customer promise is an operational engine: onboarding, identity, reconciliation, collections, trade processing, compliance and reporting, all of which must be accurate, controlled and traceable. Exato automates and connects these regulated operations, reducing manual handoffs so work moves faster without losing oversight. Onboarding that once took days completes in a fraction of the time. For AI without surrendering control, Exato IQ runs privately on infrastructure the institution governs, keeping proprietary data in its own environment.
Start anywhere. Scale into one foundation.
Whether the priority is transforming customer experience, strengthening the resilience of the dealing floor, or automating regulated operations, Exato meets you where the need is greatest and connects the rest as you scale.