Roe AI
Open siteResearch & Data Analysis
Introduction
Query unstructured data with AI-powered data warehouse
Roe AI Product Information
ROE AI – Enterprise AI Agents for Risk, Compliance, and Document Intelligence is an AI-powered platform built by data experts from Snowflake, Meta, and Google. It provides out-of-the-box agentic workflows and a Foundry to create custom AI agents that analyze unstructured documents, monitor merchant and crypto risks, and support risk/compliance tasks across financial services, fintech, insurance, and e-commerce. The solution emphasizes real-time risk monitoring, privacy-preserving data handling, and enterprise-grade security, with flexible deployment and integration options.
How ROE AI Works
- Deploy ready-to-use AI Agents for common risk/compliance tasks or customize your own in about 10 minutes.
- Ingest unstructured data from blob storage, Snowflake, or external websites; extract structured insights via agents and SQL-like queries.
- Run in private single-tenant environments with optional LLM swaps; calibrate and tune agent behavior with human feedback.
- Scale across large document sets (100+ pages) with fast processing times and high-quality, auditable outputs.
Key Use Cases
- Merchant Risk Monitoring: Real-time monitoring of merchant online profiles, product prohibitions, credit and fraud risks, with auto-alerts.
- Crypto Risk Monitoring: Detect false investment claims, price manipulation, and connections to prohibited entities with rapid alerts.
- Document Intelligence: Extract and analyze data from loan docs, research papers, R&D documents, and insurance filings; support compliance review.
- Compliance and Risk Analytics: License, prospectus, and regulatory document analysis; benchmark pricing and metrics; loss data analytics.
- Data Labeling: AI-assisted labeling for risk signals from web presence, accelerating data preparation for models.
How It Works (Core Features)
- 15+ base document agents/templates for risk tasks, with customization options.
- API-ready AI Agents for rapid integration into existing workflows.
- Unstructured data support from multiple sources with secure data handling (no training data sent to LLMs).
- SQL-driven interrogation and extraction to preserve document structure and enable quantitative analyses.
- Enterprise-grade security: SOC2 Type I & II, zero-day data retention controls, and private deployments.
Modules & Agents
- Merchant Risks Agents (real-time risk monitoring across merchant profiles)
- Crypto Risks Agents (structured/unstructured data extraction and alerting)
- Document Intelligence Agents (base templates + custom fields for various docs)
- Document Metadata and Risk Summary modules
- Compliance Rule Validation (multiple rule sets) and Prospectus/Filing analytics
- Loss Data Analytics (emerging risk trends from unstructured loss data)
- ROE AI Agents Foundry (create, customize, and tune your own agents)
Integrations & Data Handling
- Ready-to-use AI Agent APIs for rapid integration into merchant onboarding, compliance checks, and reporting systems.
- Connect to unstructured data from blob storage, Snowflake, and external websites; safe, private data handling with options for data never leaving the environment.
- Optional enterprise data security: single-tenant VPC, SSO, and flexible data sources.
Security & Compliance
- Enterprise-grade security with SOC2 Type I & II.
- Zero-day data retention controls.
- Privacy-focused: ROE AI does not save, store, or use customer data for training unless explicitly configured.
- Customizable agent behavior with rigorous evaluation and tuning processes for domain-specific needs.
Pricing & Availability
- AI Agents ready to serve with a starting point at $0/mo today.
- Scalable to large enterprises with tailored deployments and dedicated agent environments.
How to Get Started
- Book a demo session to see ROE AI in action.
- Connect your data sources (documents, filings, web data).
- Choose ready-made agents or customize your own in minutes.
- Deploy and monitor risk/compliance workflows in real time.
Core Features
- Ready-to-use AI Agents for risk and compliance tasks
- Customizable agent behavior with fast 10-minute setup
- Real-time merchant and crypto risk monitoring with auto-alerts
- Extensive document intelligence capabilities (loan/docs/reports)
- 15+ base templates and AI-assisted data labeling
- Unstructured data ingestion from multiple sources
- SQL-based extraction and analytics for structured insights
- Enterprise-grade security: SOC2, private deployments, and data privacy
- Foundry to build and tailor your own AI agents