A workspace for financial teams

Create a case, shape the outcome, finish work. One platform, every step empowered.

Riskflow Cases product introduction (English).

WHAT WE BELIEVE

Our DNA.

We do not want to build another chat. Daily work often needs more finesse than a back-and-forth conversation.

We do not aim to replace people. Neither do we think this is possible for every task without sacrificing quality. Automating some tasks may be possible, but the key question is: How do we get there?

More features do not always mean more value. More AI does not always mean faster and better outcomes.

This is why we’re building Riskflow Cases. A calm workspace for your team. We want to empower daily work and allow a safe transition to meaningful automation.

Unterschriften von Robin, Ali und Pascal.

THE DESK APPROACH

Understand. Shape. Move forward.

Three principles. One way of working — from the first question to a clear next step.

BEFORE THE FIRST STEP

Bring your work into one dashboard.

A pasted note, an email and a task flowing into one organized tray of cases.

Your work comes in.

Start where the work already happens. Bring an email, a task, or a document into Riskflow Cases. Each inquiry becomes a case in your dashboard.

See what needs your attention, what’s waiting for input, and what’s awaiting approval.

No integration needed. Start with copy & paste. Add email, Jira, or API triggers later, when your team is ready.

WHERE EVERY CASE STARTS

Every case starts
with a use case.

A use case describes work your company already does: what happens today, what to watch for, and which utilities help. Start with our library of common use cases, then add the ones your team still handles by hand.

When a case opens, Riskflow Cases detects its use case and brings in as much AI support as it can. The more Riskflow Cases learns from how your team resolves it, the closer the use case moves to full automation.

Use case✓ Detected

Product risk review

Description
Before a product description reaches clients, the advisory team reviews it for misleading risk claims, checks liquidity and exit conditions, and asks the issuer for any missing information. Approved texts are released with a clear risk notice.
Utilities
Risk AnalysisSimilar cases
Automation
  1. Empower
  2. Approve
  3. Automate

YOUR WORK. FOUR PHASES.

A clear path.

From the first question to the next step.
Explore the phases through illustrative cases.

Inquiry

Please review Global Income Plus 2029. The product promises a guaranteed return with no risk of capital loss. Redemptions are only available at the end of the term.
Context: product.pdf terms.pdf
Example: A guaranteed-return claim needs review, and restricted redemption creates a liquidity concern. The product information and redemption terms provide the context.

01 INQUIRY

Understand what
needs your attention.

Read the inquiry alongside its annotations. Riskflow Cases Intelligence brings suggested tags, criticality, and relevant findings into the same editor.

You decide which suggestions to accept.
Select parts which need clarification from colleagues.

Product review · Global Income Plus 2029

Liquidity risk · Likelihood ↓ Impact →

MeasureAdd a liquidity risk notice and disclose exit costs.

Preview for outcome

  • Inherent risk: 6 (Likelihood: 2 × Impact: 3).
  • Residual risk: 3 (Likelihood: 1 × Impact: 3).
  • Further measures required: Add a liquidity risk notice and disclose exit costs.
Add to outcome

AI governance · Client service chatbot

  1. Use & purposeAnswers client questions on fees
  2. Data & processingPersonal data
  3. Role & classificationProvider and deployer
  4. Interaction & resultsTalks directly with clients
  5. Requirements2 met · 1 open

No high-risk use in the recorded answers

Preview for outcome

  • Classification: no high-risk use case in the recorded answers.
  • Transparency: tell clients that they talk to an AI system (Art. 50 AI Act).
  • Open: document AI literacy training for the service team (Art. 4 AI Act).
Add to outcome

Vulnerability report · CVE-2026-1234

Vendor advisory9.3Critical
Your environment6.3Medium
Attack vector
Network
Modified attack vector
Network AdjacentPortal only reachable through VPN
Exploit maturity
Not defined UnreportedNo exploitation reports so far

Preview for outcome

  • CVSS 4.0 base score 9.3 (Critical, CVSS-B), vector CVSS:4.0/AV:N/AC:L/AT:N/PR:N/UI:N/…
  • CVSS 4.0 score with threat and environmental metrics 6.3 (Medium, CVSS-BTE), vector …/E:U/MAV:A
Add to outcome

Product review · closed cases

  • PR-0418Capital protection claim, Euro Yield 2028Closed

    • Remove the capital protection claim. The guarantee does not cover early redemption.
    • Ask the issuer for the redemption schedule before approval.
    • Decision: approved with a risk notice.
  • PR-0396Liquidity terms, Green Bond FundClosed

  • PR-0371Missing risk notice, Income Note 2027Closed

Linked note: From similar case PR-0418

  • Remove the capital protection claim. The guarantee does not cover early redemption.
  • Ask the issuer for the redemption schedule before approval.
Add 2 to outcome

Complaint · Transfer never arrived

The handover to the correspondent bank is the open link.

Complaint Order Escalation Handover Client Branch Payments Legal Correspondentbank No confirmation

Drawn from the inquiry

  • Riskflow Cases Intelligence builds the diagram from the inquiry facts. It adds no statements; it shows the case at a glance.
Example utilities from different use cases. Select a tab to look closer; the slideshow pauses while you point at it. Your team provides the judgement; the utility gives it structure.

02 UTILITY

Turn an assessment
into a clear decision.

Utilities are optional. The case and its use case determine which tools help: a risk analysis for a product review, a CVSS score for a vulnerability report, an AI scorecard for a new AI system, or no utility at all.

Learn from similar cases your team already closed.
You choose which results become outcome statements.

Outcome

✓ 2 of 3 justified
  • Remove the risk-free claim and state the possible capital loss explicitly.✓ 1
  • Clarify liquidity before maturity, including possible discounts and exit costs.✓ 2
  • Decision: request further information before the review.

Add statement…

Also write this as Email reply ▾

Dear Sir or Madam,

Thank you for your inquiry regarding Global Income Plus 2029. To complete our review, please provide revised product information that removes the risk-free claim and clearly states the potential for capital loss.

Please also clarify whether redemption before maturity is possible and specify any applicable discounts or exit costs. We will continue our assessment once we receive this information.

Kind regards,
Your service team

Notes sit beside the outcome, not in it. Riskflow Cases Intelligence and your team can add notes and link them to a statement without changing what you send.

03 OUTCOME

An outcome built
from your decisions.

Outcomes are the source of truth for every action that follows. Gather your results here as clear statements, each traced to the finding that justifies it.

Keep your outcome statements as bullet points for documentation. Or choose an output format you can use for your next action, like an email reply.

Every statement traces back to a decision.

Actions

What happens next?

Save & copy

Keep the outcome with the case and copy it to your clipboard.

Save & copy to clipboard
Send to integration

Pass the outcome to your connected workflow.

Jira · Product review
Send for approval

Delegate the review to a team member.

Suggested reviewerAnna Weber · Risk team

“Please review the liquidity assessment before we share the response.”

Request approval
For example, delegate the liquidity assessment to Anna in the risk team. She receives the case context and your review request; the case waits for her approval.

04 ACTION

Choose the next step.
Keep the work moving.

Save and copy the outcome, send it to a connected integration, or ask a colleague for approval.

Explore the path to automation

YOUR TEAM SETS THE PACE

Empower with AI,
then automate.
But at your own speed.

Start by supporting the people and workflows you already have. The path to automation begins with their expertise—not with replacing it.

  1. 01

    Empower your users.

    Your team understands, shapes the outcome, and decides. Riskflow Cases supports their work and keeps the context together.

  2. 02

    Move to approval mode.

    When you choose, use those reviewed decisions to inform the workflow. Agents prepare the outcome; your team reviews and approves.

  3. 03

    Automate. Keep oversight.

    For workflows you trust, choose to let agents resolve cases within agreed boundaries. Your team monitors the work and handles exceptions.

Your workflow. Your level of automation.
A gradual path from empowerment to full automation Conceptual progression: Current workflow; Empower with AI; Auto-prepare, approve only; Auto-approve, oversight only. Your team chooses each transition. More automation → Current workflowEmpower with AIAuto-prepare,approve onlyAuto-approve,oversight only Progress at your team’s pace →

WORK WITH YOUR AI

Already using AI? Perfect!

Let your agents prepare and submit cases. Let Riskflow Cases fact check them as a judge, or be the judge and quality gate on your own.

Your agent
MCP/API
A prepared case containing context and a draft.
Prepared case
A magnifying glass over a document with a review checkmark.
Your approval

BRING THE MISSING CONTEXT TOGETHER

Context is not always
at hand.

Everyone talks about integrations as if they’re already in place. But the transition to fully integrated workflows takes time and careful adjustments to keep things safe. We’re building that bridge with Riskflow Cases: start with minimal setup and integrate at a pace that’s comfortable for you. A case may need input from several colleagues, a reply from a client, or documents and data from outside your company.

Riskflow Cases will make that coordination easier: request the missing information from internal and external people, and keep their replies together with the case.

The workflow waits until the required responses and data have arrived—even when they come back at different times. The case keeps its context and progress, ready to be worked on again rather than started over.

Replies from two colleagues and an external message gather around a paused case, ready to continue once the missing information arrives.
Ask for context. Keep the case. Continue when ready.

REGULATORY COMMUNITY Coming soon

Similar questions.
Shared experience.

Across financial institutions, teams often work through similar regulatory challenges. We’re building a community where they can exchange practical experience directly and build on what others have learned.

The aim: less duplicated effort, faster orientation, and more focused use of specialist advice where it adds the most value.

A shared desk with open laptops, notebooks, coffee cups and chairs, ready for an exchange of experience.

A feed around your interests.

Follow the regulatory topics and discussions relevant to your work.

Structured forums.
Meaningful exchange.

Ask questions, explore practical approaches, and exchange perspectives across institutions.

BUILT AROUND YOUR TEAM

Your knowledge.
Your people.
Your way forward.

Every inquiry has its own requirements. Riskflow Cases brings the relevant guidance and the right people into the case at hand.

Bring your context along

A head start for familiar work.

Choose predefined or company-specific use cases, complete with descriptions, guidelines, templates, and important steps.

GuidelinesTemplatesImportant steps

A FOUNDATION FOR TRUST.

Confidence. In every case.

Sensitive work needs clear safeguards. From the first inquiry to the final response, keep your information protected and your team in control.

Private by design. Clear by default.

Your data, kept private.

EU hosting. Separate customer environments. No training of shared AI models on your case data.

Access with boundaries.

Role-based permissions and encryption for data in transit and at rest.

Actions you can trace.

Activity logs make important changes and decisions visible to authorised reviewers.

GOOD TO KNOW

A few questions,
answered.

Is this a ticket system?

No. Riskflow Cases is a workspace for understanding inquiries, shaping outcomes, and deciding what happens next—not just logging and routing tickets. It brings the context, tools, and reviewed findings into the work itself.

Do I need integrations to start?

No. Start with copy & paste, without connecting a single system. Add integrations later, when they make sense for your team and workflow. You choose the pace.

What is a workspace?

A workspace is an isolated area where a team brings together its cases, files, integrations, settings, and members. It lets you group related work—for example, by team, department, or business function—while keeping each group’s context and setup separate.

A LITTLE SUPPORT. A LOT MORE CLARITY.

Make room for
your best work.

Your expertise, with Riskflow Cases Intelligence alongside.
A Riskflow Cases you want to come back to.

Meet your new workspace
Reviewed paragraphs taking shape as a clear outcome.