AI and Automation
Vega’s AI and automation solutions help regulated businesses move from fragmented data and manual processes to connected, intelligent ways of working. We organise information, integrate systems and automate workflows, creating the reliable foundations needed for generative and agentic AI to deliver practical results.
Build the foundations. Unlock the intelligence.
Automation has been a mainstay of Vega and its products for more than 20 years. From administration and onboarding to periodic reviews, accounting and regulatory reporting, our technology has always been designed to reduce repetitive work, improve consistency and help people achieve more.
AI is the natural progression of that work. However, AI can only deliver dependable results when the information beneath it is organised, accurate, accessible and properly governed.
Vega takes a ground-up approach. We help businesses organise their data, connect existing systems and automate reliable processes before applying AI to analyse information, produce useful outputs and coordinate more complex work.
Build intelligence from the ground up
Organise information before asking AI to use itBring important client, entity, financial and compliance information into structured and consistent formats, giving automation and AI a reliable foundation from which to work.
Connect data across existing systemsIntegrate administration, compliance, document management, screening and reporting platforms so information can move between processes without being repeatedly exported, rekeyed or manually reconciled.
Automate work that follows known rulesUse automation to complete repetitive, rules-based activities such as data validation, task scheduling, calculations, document production, approvals and regulatory reporting.
Turn information into useful outputs with generative AIApply generative AI to find and summarise information, answer questions in natural language and prepare draft documents using relevant business data and context.
Coordinate complete processes with agentic AIUse agentic AI to gather information, work across connected systems, run checks, identify exceptions and coordinate the next steps within a controlled workflow.
Keep judgement and accountability visibleDefine where technology can act automatically and where human review, approval or escalation is required, preserving responsibility for important business and compliance decisions.
Automate more. Make better use of your people.
Vega’s solutions remove repetitive administration and connect information across the business, giving experienced people more time for clients, oversight and decisions requiring professional expertise.
- Structured client and entity data
- Standardised information capture
- Integration between existing systems
- Automated onboarding and reboarding
- KYC, CDD and AML data collection
- Data validation and error identification
- Task scheduling and workflow automation
- Automated risk scoring
- Periodic and trigger-event reviews
- Action-point creation and monitoring
- Automated accounting and reconciliation
- Billing and time-recording automation
- Regulatory reporting workflows
- FATCA, CRS and AEOI reporting
- Document and correspondence generation
- Natural-language information retrieval
- AI-assisted research and summarising
- AI-supported drafting
- Multi-stage agentic AI workflows
- Exception and risk identification
- Human review and approval stages
- Dashboards and management reporting
- Audit trails and supporting evidence
A natural progression from automation to AI
Vega’s technology supports businesses at every stage, from organising core data to introducing AI that can work across complete processes.
- 1Organise and connect
Acumen brings client, entity, accounting and compliance information into one administration environment, while AcuHub standardises data capture during onboarding and reboarding.
By reducing duplication and creating structured, connected information from the beginning of the client relationship, these products establish stronger foundations for automation, reporting and AI.
- 2Automate everyday operations
Automation is built throughout Vega’s product range. It supports administration, billing, accounting, onboarding, risk assessments, periodic reviews, pension and fund administration, banking processes and regulatory tax reporting.
Tools such as AcuReview automate risk calculations, review scheduling and follow-up actions, while TDE validates reporting data and manages the process of preparing FATCA, CRS and wider AEOI submissions.
- 3Introduce generative AI
Once information is organised and accessible, generative AI can help people interact with it more easily.
AVA, Vega’s generative AI assistant within Acumen, allows users to ask questions in natural language, find information, identify overdue reviews and upcoming actions, and produce draft documents using data already held within the platform.
- 4Move from assistance to action with agentic AI
Agentic AI goes beyond producing an answer or document. It can coordinate actions across systems and support a complete process within defined controls.
Heraxis uses agentic AI and automation to gather client information, run checks, compare records and assemble evidence. It sits above existing systems, helping compliance officers and directors understand the complete client story while keeping human judgement clearly recorded.
Connect what you have. Improve what happens next.
Introducing automation or AI does not necessarily require a wholesale replacement of existing technology.
Vega’s solutions can connect with established administration, document management, compliance, screening and reporting systems. This allows businesses to improve individual processes, introduce automation in stages and build towards wider AI adoption at a manageable pace.
The result is a more connected operating environment in which data is captured once, used consistently and turned into information, actions and evidence.
Controlled from automation through to AI
Regulated businesses need confidence that automated and AI-assisted processes protect sensitive information, maintain accountability and produce outcomes that can be understood.
Control access to informationBuild automation and AI around existing user permissions and data controls so people only access the clients, records and functions appropriate to their roles.
Keep people responsible for decisionsAutomate routine, lower-risk activities while retaining human approval, justification and escalation where professional judgement or greater risk is involved.
Make activity traceableMaintain records of the information used, checks completed, actions taken and approvals provided, creating a clear audit trail across automated and AI-assisted processes.
Preserve the supporting evidenceWhere AI identifies an issue or produces a recommendation, retain the sources and evidence needed for people to review, understand and justify the resulting decision.
Who are these solutions for?
Vega’s AI and automation solutions support regulated businesses at every stage of their technology journey, from replacing manual processes to deploying generative and agentic AI.
Questions answered
AI can only produce dependable and useful results when it can access relevant, accurate and consistently managed information. Organising and governing data first reduces conflicting records, missing context and unreliable outputs.
Automation follows predefined rules to complete repeatable tasks, such as validating data, scheduling reviews or producing reports. AI can interpret information, generate content, identify patterns and support more complex processes where the required response may vary.
Automation can support onboarding, KYC and CDD data capture, accounting, billing, reconciliations, risk assessments, periodic reviews, task management, document production and regulatory reporting. The most suitable starting point depends on the organisation’s current systems and operational priorities.
Yes. Integration can allow automation and AI to use information held within existing administration, compliance, document management and reporting platforms. This means organisations do not necessarily need to replace their core systems before improving processes or adopting AI.
Vega’s products organise data, standardise information capture, automate workflows and connect different parts of an operation. This creates the structured information and reliable processes that generative and agentic AI need to deliver practical results.
AVA demonstrates generative AI by helping Acumen users find information, answer questions and prepare draft documents. Heraxis demonstrates agentic AI by coordinating information, checks and evidence across systems to support governed oversight and human decision-making.