Compliance-grade answers for regulated teams.
Help advisors, ops, and compliance teams act on the latest policies — from KYC/AML to client suitability — with answers backed by your approved documents.
Sample documents
The kind of source material BereaOne indexes for Financial Services teams.
- AML / KYC Procedures
- Suitability & Best Interest Policy
- Wire Transfer Approval Matrix
- Reg BI Disclosure Guide
Sample questions
Real questions teams ask Rea every day.
- “What's the approval threshold for an outgoing international wire?”
- “When do we need to file a SAR?”
- “What disclosures are required before recommending a variable annuity?”
Try a live answer
See how Rea responds to a financial services question.
Rea
BereaOne Knowledge Assistant
Why Financial Services teams choose BereaOne
Reduce compliance findings with current policy answers
Faster client servicing with confident responses
Defensible audit trail tied to source documents
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