ZommazommaBook a call →
Pilot proposal/financial services/San Francisco

Automate your operations by teaching an AI agent how.

Works with the software your team already uses. Your team walks it through a workflow and it runs it from then on. No API, integration or IT project.

Deployment
4 weeksSet up by our team, on-site or remote
Pilot cost
FreeNo cost during pilot. Only pay if you go live.
Starts from
$2KPer month, priced per workflow
Trust
SOC 2 in progress7-year append-only audit log
Watch Zomma running a real workflow on the tools your team already uses.

The problem

40%
Ops turnover is the single largest source of knowledge loss.
70%
Of ops decisions are never written down.
No API
Most portals your team uses have no API.
Regulatory
workload continues to grow. Headcount stays flat.
01
Re-entry across silos. The same client gets typed into six systems.
02
RPA is brittle. When a vendor moves a button, the bot breaks.
03
Engineering is stretched. Ops work keeps getting deprioritized.
04
Knowledge walks out. Every departure takes undocumented decisions with it.

The product

Train an AI agent on your desktop. It watches your team work, learns the steps, and runs them in a sandbox. A human approves before anything leaves.

Benchmarked at 82% on OSWorld, the industry standard for computer-use agents (human baseline: 72%).

Knows your tools

Fluent in the software your team uses.

  • —CRMs, portals, and custodian systems your team logs into
  • —Fund admin, OMS, and accounting tools
  • —Planning, reporting, and client-review platforms
  • —Compliance, e-sig, and regulated form libraries
  • —Rule libraries across KYC, AML, suitability, and regional regulation
Runs in a safe environment

Your credentials. Your control.

  • —Isolated sandbox, credentials scoped and rotatable
  • —Human approval on every final submit
  • —Pause or revoke access at any time
  • —No data leaves your tenant
You stay in the loop

Talk to it. Correct it. Read what it learned.

  • —Review every run in plain language
  • —Corrections compound into better runs
  • —Every workflow documents itself
  • —Knowledge stays when people leave

How it works

  1. 01

    Download the app

    Lightweight client on the desktop where the work happens.

  2. 02

    Do the work, narrate it

    Hand Zomma the files and rules. Walk through the steps out loud.

  3. 03

    Zomma picks it up

    Each step captured. The agent runs it in the sandbox.

  4. 04

    Approve or correct

    Review each run. Corrections flow back into the playbook.

  5. 05

    It improves overnight

    Each night it reviews the day's runs and proposes better paths.

Use cases

Client onboarding

From intake to systems of record

Scanned documents in, KYC complete, accounts opened. Stops at submit for your review.

Application and form filling

One input, every destination

Carrier applications, subscription documents, custodian forms, conditional fields handled.

Periodic reviews

Cross-system audits on schedule

Risk profiles, suitability, beneficiaries, IPS drift, regional regulation.

Fund and investment operations

The paperwork around every transaction

Subscriptions, redemptions, capital calls, routed with sanctions and AML screens attached.

Reconciliations

Cross-system breaks, queued for a human

Trading, custody, fund admin, portfolio accounting. Exceptions surfaced, not suppressed.

Filings and renewals

The recurring regulatory grind, on schedule

ADV, KYC refresh, beneficiary checks, RMDs, regional equivalents.

Architecture & trust

Agent architecture

  • ◆
    Sees any screen. Reads the UI visually. No API required.
  • ◆
    Right tool per step. Uses API when it exists, vision when it doesn't.
  • ◆
    Vendor library. Pre-built modules for every new deployment.
  • ◆
    Remembers corrections. Every fix captured. Gets better.
ClaudeGeminiOpenAIKimiMCPCUA

Trust architecture

  • ✓
    Per-tenant isolation with dedicated keys.
  • ✓
    AES-256-GCM encryption on PII.
  • ✓
    SSO and SAML via WorkOS. Row-level security.
  • ✓
    Append-only audit log with 7-year retention. Exceeds US SEC Rule 204-2 and regional equivalents.
  • ✓
    Pause or revoke access at any time. SOC 2 in progress.
SOC 2 in progressRule 204-2KMS per tenantWorkOS SSO

Pricing

Starting at
$2,000/ month

Scales with workflows deployed. Enterprise is custom.

What's included

  • →Hands-on setup by our team
  • →Isolated sandbox with your credentials
  • →Full audit log, 7-year retention
  • →Learns and scales across multiple functions
  • →Unlimited corrections
  • →Every workflow documents itself

Who we are

A team of finance operators and AI engineers. We've lived the problem in financial services and shipped AI into regulated environments. Zomma is part of the Vercel AI Accelerator, backed by Anthropic, OpenAI, and AWS.

JK

Jihyun Kim

CEO
  • Ex-Goldman Sachs, ex-Endowus (Asia wealth platform)
  • Helped build and launch $1B hedge fund infrastructure
  • Seven years across institutional finance
  • Cornell ML Masters
CA

Cashel

CTO
  • Ex-Voyant (wealth planning for advisors)
  • Built computer vision models for drones
  • Shipped ML in production
  • Cornell ML Masters
VA

Varun

Chief Research
  • Ex-Apple, ex-Voyant
  • vLLM contributor
  • UT Austin Masters
Four-week pilot · No cost during pilot

Next steps

Thirty minutes. One workflow. We'll tell you if it's a fit.

Book a 30-minute call →
What the pilot looks like
  1. 01

    Mapping call

    30 minutes on Zoom. We find a workflow.

  2. 02

    Prototype

    Shared with your team within days.

  3. 03

    Sandbox run

    One workflow trained and run on your data.

  4. 04

    Go-live review

    You decide whether to continue.

jihyun@zommalabs.com