Financial Services
Deal packaging, broker visibility, and automated gap analysis, deployed and operating.
The Problems You're Facing
Brokerage operations drowning in unstructured document intake
No real-time visibility into the "readiness" of deal packs
Manual data-room assembly causing funding delays
Lack of objective health metrics for complex deal trees
What We Build for Financial Services
Real-Time Deal Tree Indexing
Sync and index complex document structures across Drive and S3 with sub-200ms retrieval.
Automated Gap Analysis
Instant identification of missing mission-critical documents with automated status reporting and escalation.
Institutional Broker Dashboard
Branded portal for originators to track deal progress, health scores, and closing timelines in real time.
"Sonny Ai didn't just automate our tasks; they built the operational backbone for our deals. We now have an objective 'Readiness Score' for every pack. It's transformed how we present to lenders."
Confidential
Deal Operations, Obsidian
Ready to Build Your Financial Services Command Suite?
Book a free 15-minute workflow audit and we'll show you exactly what your system could look like.
Book Your Free 15-Minute Audit →