Financial Services & Insurance Kit

Financial Services and Insurance Kit with Compliance Intelligence, Investment Research, Merchant Risk, and Underwriting Research modules.

Try the FSI Kit

Financial Services & Insurance Kit

Choose a workflow and select an example to fill its form, or enter your own research inputs. Review the inputs before starting the research.

Workflows

Module	What it produces
Compliance Risk Screening	Use the Compliance Intelligence module for sample-watchlist screening and enhanced due diligence, with quoted evidence and source links.
Investment Research	A meeting brief covering policy, economic data, market expectations, portfolio implications, and scenarios.
Merchant Risk	A merchant identity profile and research findings, with supporting evidence, ambiguity, coverage gaps, and next checks.
Underwriting Research	A commercial applicant profile covering the company, operations, finances, loss and safety record, and legal or regulatory history.

Explore a research brief

Investment Research runs five workstreams for a topic and meeting objective. Follow their progress, then explore the completed brief by section and open its supporting sources.

Completed investment research brief with an executive summary, research section tabs, meeting questions, and linked sources.

How it works

A React interface connects the four modules to a shared FastAPI backend. Compliance uses AI agents with Tavily Search and Extract to investigate entities and collect supporting passages. Investment Research, Merchant Risk, and Underwriting Research run parallel Tavily Research workstreams using the mini model and structured output schemas. Merchant Risk first resolves the merchant’s identity with Search and Extract. Each workflow streams progress and returns findings with source links for human review.

Apps

Open Source

Financial Services & Insurance Kit

Try the FSI Kit