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For Financial Services

Migrate Financial Data Without the Risk

Securely extract and transform financial data from legacy systems and competitors. SOC 2 Type 2 certified.

Trusted by financial services companies

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The Challenge

Client data is trapped.

Portfolios, transaction histories, and account records are locked in legacy platforms or competitor systems. Manual migration means compliance risk, data errors, and weeks of delay.

Your prospects want to switch. But they can't abandon years of financial history.

The Solution

Extract financial data from anywhere, even systems without APIs.

Rubie's AI agents access data from legacy wealth management platforms, banking systems, and proprietary databases. No pre-built integrations required.

File preview
accounts.csv
Clean
Raw
account_id
first_name
last_name
address
1726ass-01
John
Doe
789 Maple Lane, Willow Creek, CA
1726ass-02
Jane
Smith
234 Oak Drive, Hilltop, TX
1726ass-03
Emily
Johnson
456 Pine Street, Riverview, FL
1726ass-04
Michael
Williams
123 Cedar Avenue, Springdale, NY
1726ass-05
Sarah
Brown
789 Birch Road, Lakeview, IL
1726ass-06
David
Jones
321 Elm Boulevard, Greenfield, WA
1726ass-07
Laura
Garcia
654 Spruce Lane, Maplewood, OR
Agent
ACME Extractor
New chat
Session
~40 min

Download the client accounts csv from ACME

Navigate...
~1 min

Ask me anything...

Smart Extractor

  • Agent-based extraction from applications, portals, and undocumented APIs
  • AI-powered schema detection for complex financial hierarchies
  • Handles portfolios, transactions, beneficiaries, and multi-entity structures
Stacked file cards
Input columns
Output columns
High confidence → 80%
patient_id
id
High confidence → 80%
patient_name
name
High confidence → 80%
patient_last_name
last_name
Mapped
address
address
Mapped
problems
patient_problems
Mapped
goals
patient_goals

AI Data Transform

  • Standardize date formats, currencies, and account schemas automatically
  • Merge duplicate records and reconcile data conflicts
  • Maintain full audit trails for compliance documentation
HIPAA Compliant
SOC 2 Type II Compliant
Rubie

Security & Compliance

  • SOC 2 Type 2 certified with continuous monitoring
  • HIPAA compliant data handling and encryption
  • Full audit trails for regulatory documentation

The Result

Unlock client data from anywhere.

Accelerate client onboarding

Days, not weeks

Maintain compliance

Full audit trails and secure handling

Handle complexity

Portfolios, transactions, multi-entity structures

Secure migrations. Happy clients. Faster growth.

Join the growing ranks of teams enjoying zero effort data migration.

Rubie

200 Park Avenue South
New York, NY 10003

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HIPAA CompliantSOC 2 Type 2 Certified
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