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Financial Services

Make every risk view defensible

Cortex turns an annual report and disclosures into a reasoned risk exposure brief, with citations, traceability, and human review built in.

Workflow: Risk Assessments

app.cube5.com/reports/vendor-risk-profile

Vendor Risk Profile

High Alert

Subject: Nexus Solutions LLC

1. Cybersecurity Posture

Recent SOC2 Type II audit reveals 3 unmitigated high-severity findings related to access control1.

  • • Lack of MFA enforcement on legacy endpoints 2
  • • Delayed rotation of service accounts 3

2. Financial Health

Altman Z-Score:
1.8 (Distress Zone) 4

Evidence

4 Links Auto-Cited

When risk becomes guesswork

You can read disclosures. The slow part is turning them into a view you can defend. That is when the real work starts.

  • Risk signals are spread across long narratives and footnotes.
  • Teams debate exposure because sources are hard to compare.
  • Someone asks, "What in the filing supports this?"

Imagine the reasoning stayed connected

Imagine if your first pass produced an exposure view that was already review-ready.

  • Each exposure claim linked to the exact source paragraph.
  • Key sensitivities anchored to cited data.
  • Assumptions explicit, with supporting text attached.
  • Open questions captured as gaps, not buried in follow-ups.

Before: a risk narrative that still needs to be defended.

After: a risk view you can verify in seconds.

Why you can trust it

In risk work, trust is not a promise. It is a visible system.

  • Traceability by default: every claim stays connected to sources
  • Human review is a feature: validate before you circulate
  • Auditability mindset: reviewers can re-check without rework
app.cube5.com/reports/nexus-solutions-risk-profile
Vendor Risk Profile

Nexus Solutions LLC: Risk Profile

High Overall Risk
Assessor AI Risk Agent
Date Oct 26, 2024
Tier Tier 1 Vendor

#1. Cybersecurity & Architecture

The vendor's most recent SOC2 Type II audit reveals 3 unmitigated high-severity findings related to enterprise access control1. This posture introduces significant third-party risk to integrated platforms.

Finding IDDescriptionStatus
AC-01Lack of MFA enforcement on legacy endpoints 2Unmitigated
AC-04Delayed rotation of critical service accounts 3Unmitigated

#2. Financial Stability

Altman Z-Score calculated at 1.8 based on Q3 financials, placing the entity in the “Distress Zone”4. Recommendation is to require alternative performance guarantees before contract renewal.

Comprehensive risk coverage with traceable evidence

STEP 01

Upload the document set

Provide all risk-relevant documents — financials, legal, operational reports, prior assessments.

STEP 02

AI identifies risk signals

Cortex scans the full document set and surfaces risk factors with source citations.

STEP 03

Generate the structured assessment

A risk assessment is produced following your template, with every finding linked to evidence.

STEP 04

Review and refine

Risk officers review in the editor, verify citations, add expert judgment, and finalize.

Generate a first-pass output in 5 minutes.

A risk exposure brief (drivers, sensitivities, scenarios)A key claims and metrics table you can validate and hand offA gap list (missing data, unclear assumptions)Citations and highlights so every critical claim is one click away from its source
"When someone questions an exposure, you do not explain. You click the evidence."

This walkthrough is pre-configured to show the workflow end-to-end. During the demo, we map the same flow to your own documents.

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See a sample risk assessment

Request a demo for a pilot that matches your disclosures, review chain, and governance boundaries.

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