Damco

Financial firms that put AI to work serve more clients with the same team Damco puts AI agents to work on research, reviews, onboarding, and reconciliations, and your advisors, analysts, and credit officers keep every decision.

Some of the companies that run on software we built
Case study

An investment firm spent three weeks on every manager review One problem, what we built, and what changed

  1. The problem

    A US multi-strategy investment firm reviews the operations of every manager it funds every two years. Its analysts read each manager's documents by hand, and one review took two to three weeks.

  2. What we built

    We built a system that reads each manager's documents and drafts every questionnaire answer with a link to its source. Analysts check each draft and assign every score.

  3. What changed2–3 hrs per manager review, down from two to three weeks

    The same analysts started 71 reviews in the first three weeks after go-live, where they used to finish one or two a month.

AI agents take the busywork out of client onboarding Where an agent steps in, what it saves, and who keeps the decision

  1. Application
    Intake agentThe client fills in one formAdvisor confirms goals and risk
  2. Documents
    Document agentNo chase calls to the clientOperations accepts the file
  3. KYC and AML
    Screening agentScreening results in minutesCompliance clears every possible match
  4. Account opening
    Setup agentAccounts opened without re-keyingOperations approves each account
  5. First review
    Advisor gives the advice

How we measure success The numbers your firm is already judged on, and the work that moves them

KPIs, how each is calculated, and the processes that move it
What we measureOnboardingReconciliationLoan intakeKYC and AMLReview preparationSpreadingDue diligenceDDQ and RFP
Efficiency ratioOperating costs divided by revenue, where lower is betterMoved by Onboarding, Reconciliation, Loan intake
Days to onboardDays from a signed application to a funded account, averaged across new clientsMoved by Onboarding, KYC and AML
Clients per advisorActive client households divided by client-facing advisorsMoved by Onboarding, Review preparation
Days to credit decisionBusiness days from a complete loan application to the credit decision, averagedMoved by Loan intake, Spreading
Hours per manager reviewAnalyst hours logged on each due-diligence review, averaged across the reviews in a periodMoved by Due diligence, DDQ and RFP
Open reconciliation breaksUnmatched positions and cash items still open after one business dayMoved by Reconciliation

Tell us the process that costs your firm the most

We spend five days with your team on one process, such as onboarding or loan intake, and you keep the map and the business case either way.