Digital workers for regulated teams
Secure, compliant AI assistants that sit inside your existing environment, automate complex tasks, and leave a full audit trail for regulators and boards.
Delivering Real Value
Digital workers automate real processes: onboarding, compliance checks, document handling, reporting, and customer communication.
Delivering Peace of Mind
Deployed on Viking’s KONI platform and IBM watsonx, with your data kept within governed infrastructure, not public AI.
Delivering Compliance
Designed for financial services, fiduciaries, insurance, and other regulated sectors in the Isle of Man, Jersey, Guernsey and similar jurisdictions.
What do digital workers do?
Digital workers use secure generative AI to read, summarise, route and action information across emails, documents, line-of-business systems and file shares.
Each worker is configured with clear permissions, logging, and escalation rules, so you always know what it can do, what it accessed, and when a human has to step in. Here's a few examples of what they can do:
Analyse Documents
Read and summarise long contracts, policies and procedures into plain language for staff or clients.
Classify & Assign Tasks
Monitor inboxes or queues, classify items, extract key fields, and trigger downstream workflows or reports.
Customer Service
Translate, generate or quality-check customer communications while enforcing approved templates and tone.
Internal Tools
Provide self-service Q&A against your internal knowledge, without exposing that knowledge to public models.
Compliance-by-design AI workers
Viking’s digital workers are deployed with data residency, access control and model governance baked in, aligning with Financial Services Authority and GDPR regulations.
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Data Sovereignty
Workflows run via our KONI platform and IBM watsonx in controlled environments, keeping confidential data on your network or within selected cloud regions.
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Access & Identity
Digital workers respect existing directory groups and permissions when connecting to file shares, email, databases and line-of-business systems.
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Governance & Audit
Every interaction can be logged, with traceable inputs, outputs and actions to support audits, investigations and model risk management.
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Regulatory Alignment
Architecture and controls are designed for financial services, fiduciary, insurance and other supervision frameworks on the Isle of Man and comparable jurisdictions.
High-impact use cases
Start with proven patterns tailored to regulated operations, then extend and combine workers as confidence and value grow.
Onboarding & KYC
Collects documents, checks completeness, and prepares a KYC summary pack. Flags issues and routes to the appropriate compliance officer.
Policy & Procedure
Answer staff questions using approved manuals, policies and handbooks, highligting relevant paragraphs and link to sources, improving consistency and traceability.
Legal Analysis
Ingests contracts, board packs or regulatory updates and produces concise briefings and action lists. Supports multi-language content where needed across offshore client bases.
Service Desk
Triages tickets and emails, suggests responses, and triggers standard workflows. Escalates edge cases to humans with pre-built summaries and recommendations.
Reporting & MI
Pulls data from approved systems to draft board and compliance reports. Applies consistent calculations and narrative, ensuring accurate reporting for each period.
Marketing Content
Coordinates planning content ideas and publishing calendars using approved brand rules. Analyses performance to identify high-performing topics, formats and channels.
A controlled path to scaled automation
Discovery Workshop
Joint workshop to identify processes, data sources, and regulatory constraints across your business.
Controlled Pilot Worker
Configure and deploy one digital worker against a contained use case and data set, with clear success metrics.
Governance & Integration
Connect into directory services, document management, email and line-of-business systems, with logging and access controls agreed with IT and compliance.
Scale to Multiple Workers
Reuse patterns and workflows to roll out additional workers across operations, compliance, finance and customer teams.
Optimisation & Oversight
Regular reviews of performance, risk posture and user feedback, with model and workflow tuning where needed.
Explore a digital worker for your business
Share a process you would like to streamline, and Viking will propose a low-risk pilot, architecture sketch and commercial options.
