Quantios today announced the launch of its first AI agent within its flagship platform, Quantios Core. Further agents are already in development for eFileConnect, Portal, and the legal entity management platform, Klea.
With broad applicability across onboarding, share transactions, governance, risk and compliance, accounting, beneficiary management, and service request workflows, Quantios’ agents will bring deep, real-time operational understanding to corporate, trust, and fund services (CTFS) teams managing increasingly sophisticated client structures across multiple jurisdictions. These capabilities deliver immediate efficiency gains while laying the groundwork for long‑term transformation.
The need for technology that can scale with complexity has never been greater. Quantios’ agents autonomously run end‑to‑end workflows, significantly reducing manual effort and human error while keeping humans firmly in the loop. This frees teams to focus on higher‑value work, strengthens trust in operational decision‑making, and helps firms move from systems that simply record information to systems that translate insight into action.
As part of this first release, Quantios is introducing its Bank Statement Processing Agent, with several customers collaborating as early adopters to help shape the capability. The agent is designed to extract transactions from bank statements and prepare them for book-keeping within Quantios Core, reducing the manual effort traditionally involved in processing bank statement data.
Early modelling indicates that for a business managing 4,000 bank accounts with one statement processed per account per month, achieving 50% automation could eliminate around 48,000 hours of manual processing activities annually, freeing teams to focus more time on higher-value client work.
Additional agentic products, including those supporting officer appointments, resignations, and share issuances, are already in development and will be rolled out as part of a growing suite of tools designed to transform the day-to-day work of CTFS teams. These capabilities are being shaped directly by the real operational challenges Quantios customers face, reflecting a deep understanding of their realities and a commitment to working in partnership with them to build the right products.
Adrian Akers, Chief Product Officer at Quantios, said:
“Agentic AI is redefining how work gets done in our industry. Instead of simply accelerating tasks, our agents handle processes end-to-end – complemented by human oversight – interpreting data, applying rules, and delivering outcomes autonomously. This enables teams to spend more time on work that creates real value, reducing the repetitive and time-consuming nature of administrative work. It’s not just about doing the same work faster; it’s about changing the game of efficiency and value-creation entirely.”
Guy Harrison, CEO of Quantios, said:
“The trust and fund services sector is undergoing a structural shift. Our customers are dealing with an increasingly complex regulatory environment, growth in entity volumes and alternative asset allocation, as well as operating across multiple jurisdictions. This has created an urgent need for technology that can scale with their operations. Our agentic AI capabilities enables providers to meet those expectations while freeing their teams to focus on higher-value work.”
Equiom said:
“We’re pleased to be collaborating with Quantios as an early adopter of AI agents within Quantios Core. Automating operational tasks directly within the SaaS platform presents a significant opportunity to reduce manual processing and streamline workflows. Importantly, it enables our teams to spend more time focused on client service and delivering higher-value outcomes, rather than routine administrative activity.”
About Quantios
Quantios is a global technology provider to the corporate, trust and fund services industry, powering more than 600 firms across six continents with market-leading, AI-enabled digital administration solutions. Underpinned by its flagship solutions – including Quantios Core and Klea – Quantios delivers enterprise-grade capability to businesses of all sizes.
Its technology and services have been shaped and sharpened through decades of working with world-leading organisations and their day-to-day realities, ensuring firms have the clarity and confidence to operate effectively and grow.
Working as one Quantios across the UK, Channel Islands, Malaysia and beyond, the company brings together the strength of its platform with the insight and commitment of its people to create a better everyday experience for clients – so they can reduce risk, operate with clarity, focus on higher-value work, and confidently serve and grow their own businesses.
