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Meet Vera. The AI onboarding analyst for DIFC and ADGM firms.

Not the banks: the regulated boutiques, brokers and corporate service providers around them, where onboarding still runs on email, a checklist and a chase. Vera collects the file, chases what's missing, and logs every step and every disclosure for the compliance officer who has to answer for it.

whatsappMeridian Capital
Routed to compliance ✓

3 of 5 documents received

live
kyc-agent · cleared corporate client · 3.2s/risk-agent · scored application #48213 · 0.82 low/parser · extracted 14-page statement · 214 txns/lead-agent · replied to enquiry · 47s/drafting · suitability report ready for review/kyc-agent · flagged 1 item for human review/kyc-agent · cleared corporate client · 3.2s/risk-agent · scored application #48213 · 0.82 low/parser · extracted 14-page statement · 214 txns/lead-agent · replied to enquiry · 47s/drafting · suitability report ready for review/kyc-agent · flagged 1 item for human review/
[01]The problemmonitoring

Onboarding still runs on email, a checklist and a chase.

The documents arrive in the wrong order, half of them are missing, and a senior person spends the week asking for them again. Knot builds the agents that clear it, and runs them alongside your team.

52%

of DIFC firms use AI, but mostly on internal work

23%

of firms never reply to a web enquiry at all

60s

knot's reply time on every enquiry, day or night

Sources: DFSA AI Survey 2025, 661 authorised DIFC firms, 88% participation; Oldroyd, McElheran & Elkington, Harvard Business Review 2011, test lead audit of 2,241 US companies. The 60-second reply time is knot's own commitment.

[02]What we buildlive

Agents for banking & finance.

Vera is the one your customers talk to. These are the capabilities behind Vera, and what is actually built today.

banking_finance.floor0 live · 5 scoped
  • 01

    Vera · AI onboarding analyst

    Answers, discloses that she is an AI, captures consent and routes.

    ● scoped
  • 02

    Document checklist

    Builds the document list for that entity type and jurisdiction, and requests it.

    ● scoped
  • 03

    Chasing what is missing

    Follows up inside the frequency and consent rules, and stops when told to.

    ● scoped
  • 04

    Document intake

    Reads, classifies and checks what arrives against the checklist.

    ● scoped
  • 05

    Audit register

    Produces the log the regulation specifies, with the AI system identified.

    ● scoped
banking_finance.dashboardreview

7

cases open

4

cleared today

1

flagged

M. Haddadcase #4471
  • Passportcleared
  • Emirates IDcleared
  • Bank statementreceived

Each runs in your tone, wired to your stack, with human-in-the-loop where it matters. We map the highest-ROI one first.

[03]What it handleshandled

The jobs it takes off your plate.

M. Haddad · new enquiry
triaging...
01

Triage & qualify

Every enquiry is greeted, triaged and qualified against your criteria before it ever reaches an advisor's desk.

PASScleared
EIDcleared
STMTchecking...
02

KYC without the chase

knot requests the documents, checks completeness, and flags anything that needs a human eye. It never approves anything itself.

Case #4471logging...
03

A clean audit trail

Every message, handoff and approval is logged. Compliance sees the whole conversation, not a summary of it.

Not seeing your process? These are the jobs we are asked for most in banking & finance. If the one that costs you time is not here, tell us what we have missed.

Tell us what we have missed
[04]One conversation, start to finishjourney

10:12

Enquiry

10:12

Triaged

38s

10:14

File opened

10:41

Missing docs chased

11:02

Routed to compliance

[05]Works with your stackconnected

The tools you already run. No rip and replace.

WhatsApp BusinessGoogle CalendarHubSpotZoho

Anything tagged soon is scoped and not connected yet, so do not plan around it. Plus your CRM and diary via two-way sync, one audit trail. Missing something? Tell us what you run.

See it in action.

Working demos on the homepage, WhatsApp agent, pipeline, and document drafting. Example data until your systems are live.

View demos
[06]Straight answersqueries

Asked on almost every call.

Can compliance sign this off?
That is the design brief. Approved scripts, scoped answers, a full audit trail, and human-in-the-loop on anything sensitive.
How does KYC collection work?
knot requests the documents, checks completeness and format, and packages them for your team's verification. Approval always sits with a named human.
What does it never do?
It never gives regulated advice, never quotes terms it has not been given, and never completes an application on its own. It takes the file right up to that line, identity checked and documents collected, then hands your advisor a case ready to assess rather than a name and a number.
Where does the data live?
Data handling and residency are scoped to your requirements during setup and agreed before anything goes live.

More in the questions glossary.

knot · open a channelaccepting

[08] contact

Let's talk._

Tell us where your leads come from and how fast they get answered today. We'll show you knot answering one of yours, in your voice, this week. No deck required.