USE CASE: CONSUMER BANKING COMPLIANCE TESTING

    Transforming Financial Compliance with AI

    Consumer banks are required to ensure that every disclosure, statement, and marketing message meets strict regulatory standards. Kolena automates compliance testing — from verifying account statements to reviewing marketing materials — helping teams achieve continuous monitoring, audit readiness, and massive efficiency gains.

    SOC 2 CompliantEnterprise-Ready

    The Challenge: Manual and Error-Prone Analysis

    Every quarter, compliance teams must manually verify thousands of consumer communications across multiple product lines. A typical bank employs dozens of testers rotating through projects that involve:

    Legal Disclosures

    Checking that credit card and banking statements display the correct legal disclosures.

    TILA

    Verifying marketing materials comply with Truth in Lending Act (TILA) and related regulations

    Accurate Billing

    Confirming billing details and calculations are accurate across co-branded or promotional accounts

    Audit-Readiness

    Annual compliance in case of audit

    The Solution: Automating with Kolena AI

    Kolena replaces manual testing with continuous, automated validation — allowing compliance teams to scale coverage from hundreds to thousands of accounts while maintaining audit-level accuracy.

    Manual Process

    Before Kolena

    10 manual testers performing ~50 validations per quarter
    Random sampling of a few dozen accounts
    Weeks spent onboarding testers and compiling reports
    Annual reviews for core product lines — minimal ongoing monitoring
    New disclosures or terms require restarting projects
    AI-Driven Workflow

    After Kolena

    AI prompts encode the exact disclosure and calculation rules
    A single tester maintains and updates the prompt set
    Data ingestion automated via API — 5,000+ accounts validated in hours
    Tester reviews only flagged exceptions with low false positives
    Reports compiled automatically for business and audit teams
    Continuous testing — no waiting for the next quarterly or annual cycle

    Why Choose Us

    Kolena's AI agents are purpose-built for high-trust financial workflows, combining explainable reasoning with enterprise-grade security.

    Transparency

    Auditable Reasoning

    Every AI decision includes a transparent explanation and evidence trail.

    Automation

    Automated Reporting

    Results integrate seamlessly into your existing Excel, Word and other reporting templates.

    No prompt engineering

    Prompt Suggestions

    Helps non-technical compliance experts build and manage rules easily.

    "Consumer banking compliance is no longer sustainable through manual sampling. As regulatory scrutiny intensifies, institutions must test more data, more often, with less human error. Kolena’s AI compliance platform turns a cost center into a continuous control system — combining speed, accuracy, and auditability."

    Director of Compliance

    Midsized Bank

    Security & Compliance

    The security and compliance needs of our customers are a top priority at Kolena. We continuously work on making sure we live up to the highest industry standards.

    SOC2 Type II

    Data Encrypted in Transit and Rest

    No Training on Customer Data

    Enterprise Grade Access Control & Data Retention

    Ready to Transform Your Compliance Testing?

    Accelerate compliance testing with AI