Illustrative scenario

Regulatory Reporting Without the Quarterly Consulting Surge

For a Controller at a bank holding company, regulatory reporting season is a controlled emergency: pulling GL data into Axiom SL, mapping accounts to FR Y-9C schedules, resolving inter-schedule edit check failures, and writing variance commentary against prior period — all under FDIC and Federal Reserve deadlines that don't move. The work is repeatable by definition, yet most institutions still rely on consulting support to get through it, at consulting rates.

Up and running in ~8 wkFor: Controller, bank holding company
Estimate your payback
~3 mo
Payback period
$5.6M
Est. savings / year
+$4M
Year-1 net

Rough estimate — change the numbers to match your business. We scope the real figures with you on a call.

The Structural Problem with How Banks Do Regulatory Reporting

Regulatory reporting costs at a bank holding company can run $1M–$8M annually once you account for Axiom SL licensing, consulting engagement fees for quarterly preparation cycles, and internal staff hours managing the process. The quarterly cycle is largely the same each time: pull the general ledger, map accounts to the right schedule rows, run the FFIEC edit checks, identify failures, resolve them, write the variance narrative, and submit through the CDR portal. The variation is in the data, not the process — which is exactly the condition where automation produces reliable results.

How an Agent Runs the Reporting Cycle

An AI Labor Company agent mines the controller team's Axiom SL workflows and Federal Reserve FFIEC CDR portal activity to map the existing preparation process. Deployed agents auto-map GL account data to the appropriate FR Y-9C schedule rows, execute inter-schedule consistency edits against FFIEC validation rules, flag failures with draft resolution language, and generate variance commentary comparing current period to prior. The Controller reviews and approves the complete submission package before filing against the FDIC and Federal Reserve deadline — the agent prepares the package; the human certifies it.

The Cost Reduction Is Concrete

A 35% reduction in regulatory reporting consulting spend is a straightforward savings calculation — on a $2M annual consulting engagement, that's $700K per year. Beyond direct cost, the consistency benefit is real: edit check failures that arise from mapping errors or GL structure changes are caught in the agent's automated pass rather than surfacing the day before the deadline. Teams in this position typically go live in about eight weeks, timed to align with a reporting cycle. The efficiency gain across the preparation workflow typically runs 60–80%, compressing a multi-week manual process into a review-and-approve cycle.

Questions

What happens if the GL account structure changes between quarters?

The agent's mapping logic is maintained as a configuration layer that can be updated when the GL changes. The agent will flag unmapped accounts during the preparation run rather than silently misclassifying them, giving the controller team visibility before the edit check phase.

Does the agent handle both FDIC Call Report and Federal Reserve FR Y-9C filings?

Yes. The agent is built against the FFIEC validation framework and can handle multiple schedule sets. The specific forms covered depend on the institution's filing obligations and are scoped during implementation.

Can the agent support FINREP/COREP for internationally active institutions?

The outcome framework applies to FINREP and COREP reporting structures as well. International regulatory reporting implementations are scoped based on the specific jurisdiction requirements and the institution's existing reporting infrastructure.

Related use cases

Illustrative scenario for financial services, banking & insurance. Figures are example ranges, not guarantees — we scope real numbers with you on a call.

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